The KE Report

Dave Erfle - Gold & Silver Stocks: Steady Climb or Overheated Market?

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On today’s KE Report Daily Editorial (Friday, August 22), we’re joined by Dave Erfle, Founder and Editor of Junior Miner Junky. After a month away, Dave shares his outlook on precious metals and mining equities as the sector continues its bullish momentum.

Key Themes:

  • Gold & Silver Price Action - Gold consolidating near highs, silver pushing above $39.
  • Mining Equities Outperform - GDX up 12% since July, with majors grinding higher while juniors show mixed strength.
  • Profitability & Fundamentals - Producers reporting record profits, healthier balance sheets, and strong margins.
  • Market Sentiment & Risks - Bullish Percent Gold Miners Index at 100%; signals short-term correction risk but still strong long-term setup.
  • M&A Potential - Expectations for acquisitions and strategic deals at Beaver Creek and Denver Gold Forum.

    • Dave explains why this bull market still has room to run, what levels to watch for potential corrections, and where he’s seeing the most compelling opportunities across majors, mid-tiers, and juniors.

    Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.

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