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In this editorial, we are joined by Richard "Doc" Postma to discuss the massive move in precious metals, with Silver surging over 15% in November.
Doc breaks down the technical indicators suggesting we are in an "acceleration phase" similar to 2011. We discuss the glaring valuation disconnect between soaring metal prices and lagging mining equities, explaining why developers using conservative price assumptions offer deep value. Doc also shares his macro thesis on the "Great Reset" favoring hard assets and why he views recent pullbacks in names like Coeur Mining as buying opportunities.
Key Discussion Points:
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By KE Report4.3
1212 ratings
In this editorial, we are joined by Richard "Doc" Postma to discuss the massive move in precious metals, with Silver surging over 15% in November.
Doc breaks down the technical indicators suggesting we are in an "acceleration phase" similar to 2011. We discuss the glaring valuation disconnect between soaring metal prices and lagging mining equities, explaining why developers using conservative price assumptions offer deep value. Doc also shares his macro thesis on the "Great Reset" favoring hard assets and why he views recent pullbacks in names like Coeur Mining as buying opportunities.
Key Discussion Points:
----------------------------
For more market commentary & interview summaries, subscribe to our Substacks:

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