The KE Report

Dave Erfle - Gold’s Runaway Bull Market and Silver’s 45-Year Breakout

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In today’s KE Report Daily Editorial (Oct 1), we’re joined by Dave Erfle, founder and editor of Junior Miner Junky, to break down the latest surge in precious metals.

Key discussion points:

  • Gold’s runaway rally: Up over $400 in September alone, testing $4,000/oz with monthly RSI levels never seen before.

  • Silver’s breakout: A 45-year cup-and-handle pattern confirmed with Q3 closing above $46 … the strongest quarterly average in history.

  • Gold-to-silver ratio: From 100:1 in May down to ~80:1, with potential to move toward historical averages near 60:1 or lower.

  • Investor sentiment shift: Institutions and even high-profile fund managers now recommending 20% portfolio allocation to precious metals.

  • Correction vs. cycle extension: After eight straight weeks of gains in miners, a pullback seems due.

  • Strategy & positioning: How Dave is locking in profits, recycling cash, and targeting optionality plays in gold, silver, and copper juniors.

    • Stocks / ETFs discussed: GDX, GDXJ

     

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

     

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    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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