The KE Report

KER QuickTake - Summer Doldrums or Structural Shifts? Deep Dive into Precious Metals, Copper Stability, Oil Pullbacks


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In this KER QuickTake, Cory and Shad provide an inside look at the recent dramatic shifts across the commodity landscape. We analyze everything from the short-term summer doldrums to the broader resource cycle, offering perspective on where investors can still find massive opportunities.

Key Discussion Points:

  • Precious Metals Technical Damage: A breakdown of how gold, silver, GDX, and SILJ have broken down on short and now medium term charts. 
  • The BPGDM Sentiment Gauge: How the Gold Miners Bullish Percent Index recently flagged an ultra-rare extreme reading, and what it means for short-term traders.
  • A Flood of Free-Trading Paper: Analyzing a massive, multi-billion-dollar wave of newly tradeable stock hitting the junior sector and its downward pressure on current momentum.
  • Copper as the Outperformer: Why copper remains in a textbook bull market and where the opportunities in the equities are.
  • Crude Oil and Energy Volatility: Assessing the structural damage to the oil markets, the reality of depleted strategic reserves, and why energy stocks still hold long-term value.
  • Please let us know your thoughts! Our email addresses are [email protected] and [email protected]  

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    For more market commentary & interview summaries, subscribe to our Substacks: 

    • The KE Report: https://kereport.substack.com/ 
    • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
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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 or investment product. Investing in equities, commodities, really everything 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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