The KE Report

By KE ReportBusiness Investing

The KE Report episodes

August 13Joel Elconin - Unpacking Equity Market Strength, AI CapEx Rotation, and Nuclear Power Demand
In today’s Daily Editorial, we chat with Joel Elconin, Co-Host of the PreMarket Prep show and Founder of the Stock Trader Network, to analyze the persistent strength across U.S. equity markets and explore where capital is rotating next.
Key Discussion Points:
Market Momentum & Technical Breakouts: A look at the velocity behind recent all-time highs in the S&P 500, why pullbacks have been minimal, and how stable interest rate expectations are fueling institutional confidence.
The Evolution of the AI Trade: An examination of how market sentiment is shifting from penalizing heavy corporate expenditure to rewarding companies that demonstrate real efficiency gains and margin expansion through AI integration.
Energy Demand & Infrastructure Pick-and-Shovel Plays: Discussion surrounding the massive surge in power requirements for AI data centers and why utilities, nuclear energy, and natural gas infrastructure are emerging as key beneficiaries.
Robotics, Space, and Long-Term Market Timelines: A reality check on consumer robotics, public sentiment toward space technology, and why investors need patience when evaluating visionary growth projections.
Evaluating High-Profile Pre-IPO Opportunities: Tactical guidance on analyzing Net Asset Values before buying into funds or holding companies with exposure to private tech mega-caps like Anthropic and SpaceX.
Stocks & Ticker Symbols Mentioned: S&P 500 ($SPX / $SPY), Microsoft ($MSFT), Alphabet ($GOOGL), Meta Platforms ($META), PowerLaw ($PWRL), Fundrise Innovation Fund ($VCX), Destiny Tech100 ($DXYZ), Tesla ($TSLA).

Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/

Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/

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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/

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.
17 min
August 12Sitka Gold - Drill Results, Blackjack Deposit: High-Grade Results, Underground Potential & Active 7-Rig Program
In this Company Update, I chat with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSXV: SIG | OTCQB: SITKF | FSE: 1RF). Mike recaps the August 10th drill results from the RC Gold Project's Blackjack deposit, highlighting broad high-grade gold intercepts, potential underground resources, and the active exploration across multiple target zones.
Key Discussion Points:
Breakdown of Drill Hole 132: Mike details the key intercept, including 218.6 metres of 1.25 g/t gold, and a deeper higher-grade interval, including 44.4 metres of 3.86 g/t gold.
Underground Resource Potential: Insight into how deeper, higher-grade mineralization outside the current resource area could pave the way for a future underground resource estimate.
Geological Significance of Hole 129: Exploring the extension of mineralization toward the Saddle zone and how this data helps connect distinct deposit areas while reducing overall waste ratios.
Scale of Active Drill Program: An overview of operations across Blackjack, Saddle, Eiger, and Rhosgobel, plus details on the newly mobilized 7th drill rig and upcoming news flow.

If you have any follow up questions for the team at Sitka Gold please email me at [email protected].

Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/

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/

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.
11 min
August 12 BP Silver – Executive Chairman Highlights The Big Picture Value Proposition And Updated Exploration Strategy For 2026
Mark Cruise, Executive Chairman of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me for a big picture overview of the value proposition in the Company, why he joined the board and believes in the team, why he is bullish on discoveries being made in Bolivia as an emerging jurisdiction, the potential he sees across multiple targets at the Cosuño Silver Project, and then we dive into an updated exploration strategy for 2026.

The 2,000-meter Phase 2 drill program is well underway at Cosuño, and is just the first part of a broader ~8,000 m diamond drilling campaign anticipated for 2026.

The Phase 2 drill program is designed to test the broader scale potential of the Cosuño lithocap-hosted hydrothermal system and build on the positive results of the Company’s Phase 1 drill program; and will comprise approximately 20 to 24 diamond drill holes. The first drill hole is currently following up on high-grade silver mineralization intersected at the Pocañita Chica target, where discovery drilling returned 5 m grading 600.40 g/t silver, including 1 m grading 1,655 g/t silver.

We then discuss the series of other exploration workstreams that will be commencing over the next couple months, such as: the MAG Survey, IP Survey, more mapping and sampling. Together, these datasets are expected to improve significantly the Company’s understanding of the geometry, continuity, scale, and tenor of the vein and breccia systems across Cosuño.

Once this new data gets incorporated into the geological model, then it will lead into prioritizing the targets for the 6,000-meter Phase 3 drill program later this year. Tim also highlighted that Pocañita Grande will be getting its maiden drilling during the Phase 3 program, now that they have been developing roads and site access to this important target.

Click here to follow the latest news from BP Silver Corp

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/

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.

31 min
August 12Kuya Silver - Q2 Production Growth at Bethania and High-Grade Sampling at Silver Kings
In this KE Report Company Update, David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1), joins me to discuss the operational progress at the Bethania Silver Mine in Peru and recent sampling results from the Silver Kings Property in Ontario, Canada.
Key Discussion Points:
Record Q2 Operations: A recap of the strong production milestones achieved in the second quarter, including a major uptick in June output, and how this momentum shapes the broader ramp-up strategy.
Grade Trends & Mill Recoveries: Insight into the silver equivalent grade variations experienced during early-stage stope mining, metallurgical performance, and expectations as underground infrastructure expands.
Path to 350 Tonnes Per Day: Updates on contractor onboarding, subterranean development timelines, and the operational steps required to hit phase-one processing capacity.
Financial Position & Cash Flow: A look into the company's fiscal health, low burn rate, and how revenue generation supports ongoing growth ahead of the formal Q2 financial release.
Silver Kings Above-Ground Material: Key findings from recent surface sampling of tailings and historical stockpiles, highlighting the potential for near-term, low-cost value creation from silver and cobalt.

If you have any follow-up questions for David, please email me at [email protected].

Click here to visit the Kuya Silver website – https://kuyasilver.com/

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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/

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.
19 min
August 12Sean Brodrick – Strong Recovery Move Higher In Gold, Silver, Copper, Critical Minerals, Space, and Defense Stocks
Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to gold, silver, PM stocks, copper and copper stocks, critical minerals stocks, space stocks, and defense stocks.

The conversation kicks off around the strong recovery move higher in the precious metals sector, breaking up through overhead resistance and changing the tone and sentiment in the sector.
Sean shares his outlook on what fundamentals are driving gold, silver, and the PM stocks up so suddenly.
He is cautious that short-term economic data could trigger a retracement back lower, but also shares the reasons why he believes this move in the precious metals complex could have legs for the some time.
He has been constructive on the upcoming Q2 earnings which has paid off over the last couple weeks, where producer margins, revenues, and free cash flows were still very robust.
Sean is still mostly animated by revenue-generating gold and silver producers, and cautions investors to be weary of the temptation of many pre-revenue juniors to use this bounce to raise money, diluting current shareholders as they issue more shares.

Next we dove into the incredible technical strength this year in copper as an energy metals, but contrasted that against the more tame response overall by the copper stocks.
Sean provided some compelling stats for copper demand across many sectors, and contrasted that against the supply deficit from copper miners as an opportunity for investors to pay close attention to.

With regards to the critical minerals stocks, we have seen a solid bounce over the last couple weeks, in tandem with the other metals, pondering if this is all part of a huge metals melt-up move.
Sean points out the geopolitical factors and supply chain constraints that are underpinning the continued interest and attractive fundamental backdrop across a range of critical minerals.
We also discuss the significance of the US government continuing to directly support the development of key critical minerals projects and domestic processing.

Wrapping up, we touch upon the blast up higher in broad US equities markets from last week and into early this week.
While there are many areas of the markets doing well and providing opportunity, Sean has remained more animated by the recent rebound in the space economy stocks, as well as the traditional and next generation defense stocks.

Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends
.
Click here to learn more about Resource Trader

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/

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.
25 min
August 11Dave Erfle - Mining Stocks Outperform Metals: Key Technical Levels & Market Outlook
In today’s Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to analyze the recent dramatic surge in precious metals and mining stocks.
Mining Stocks Outperform Metals: Dave Breaks down the explosive 20%+ moves in precious metals ETFs ($GDX, $GDXJ,$SIL) and explains why mining equities are leveraging gold and silver’s underlying price movement.
Technical Breakouts & Key Resistance: Discover the chart patterns driving this rally, including bullish falling wedge breakouts, critical 18-week moving averages, and the significance of technical daily gaps.
Macro Drivers & Inflation Outlook: Hear how weak employment data, lingering inflation, and stagflationary risks are setting up a favorable long-term environment for gold and silver.
Disciplined Buying Strategies: Learn practical portfolio management advice on buying in tranches, avoiding FOMO, and capitalizing on market volatility without chasing overextended rallies.

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/

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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/

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.
19 min
August 11Heliostar - Q2 Financial Highlights, Record Gold Production, Growth Pipeline
In this Company Update, I chat with Charles Funk, President and CEO of Heliostar Metals (TSX.V: HSTR | OTCQX: HSTXF | FRA: RGG1). Charles shares key takeaways from the company's Q2 financial and operating results, outlining how Heliostar continues to drive growth and execute on its operational roadmap across its core assets.
Key discussion points:
Q2 Financial and Production Performance: An overview of record gold and silver production alongside revenue growth and cash generation during the quarter.
Cost Controls vs. Industry Inflation: Insights into cash costs and all-in sustaining costs (AISC), comparing Heliostar's performance against broader gold sector peers.
Silver Production and Revenue Lag: An overview of the increase in silver production and how timing shifts in smelter payment terms impact sales realization.
Balance Sheet Strength and Capital Allocation: A look at the company's $43M cash position, debt-free capital structure, and reinvestment into growth opportunities.
Development Assets and Growth Roadmap: Updates on key exploration and development targets, including the timeline for the Ana Paula feasibility study and future mine expansions.

Please email me at [email protected] with any follow up questions for the team at Heliostar Metals.

Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.com/

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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/

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.
14 min
August 11Erik Wetterling – Value Proposition In BCM Resources, PJX Resources, and Goliath Resources
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in 3 junior gold and copper exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.

The companies we discussed in the interview are:
BCM Resources Corporation (TSXV: B) – On August 6th the Company announced that diamond drill hole TK20, currently in progress, has encountered over 550 m of strongly mineralized porphyry and intercalated skarn mineralization at its 100% controlled Thompson Knolls project, Utah. Hole TK20 is a vertical drill hole collared 208 m northeast of discovery hole TK8 that intercepted 510 ft (155.4 m) of mineralized skarn grading 0.66% Cu, 0.12 gpt Au, and 7.4 gpt Ag (please refer to a Company news release dated May 24, 2023 for more information). Drilling of TK20, currently at a depth of 4,062 ft (1,238.4 m), is ongoing in mineralized rock.
PJX Resources Inc. (TSX.V: PJX) (OTC: PJXRF) – On July 23, 2026 the Company announced the close of the second tranche of their non-brokered private placement for gross proceeds of $6.3 million. This financing will allow PJX to focus on two priority discovery opportunities for critical metals and gold in an established Canadian mining district. An initial 4,000 m drill program has commenced to test for a potential Sullivan-style Sedimentary Exhalative (Sedex) critical-metals discovery on the Dewdney Trail Property. At the Zinger Property, prospecting, mapping and surface sampling for gold are underway at the Gar target in advance of receiving permits to drill a potential Reduced Intrusion Related Gold System (RIRGS) for the first time.
Goliath Resources Limited (TSX-V: GOT) (OTCQX: GOTRF) (FSE: B4IF) – On Aug. 10, the Company reported assay results that confirm the expansion of the Golden Gate Zone to the Northeast by 320 meters of the previously known gold mineralization on its 100% owned Golddigger Property Golden Triangle, British Columbia. The Golden Gate Zone remains open laterally and at depth.

Dr. Quinton Hennigh, Advisor to Goliath and Strategic Investor commented: “When I spoke with the Company prior to this drill season, they made it abundantly clear that a considerable number of the planned drill holes would test extensions of various lode systems at the Surebet Discovery. Given that there remains exceptional opportunity to grow the systems high-grade gold footprint, I was delighted to hear this. We are now seeing the impact of this strategic decision. Drill hole GD-26-420 encountered a 6.51 g/t AuEq over 5.73 meters across the Golden Gate lode in a position 320 meters northeast of its previous limit. I believe we will continue to see many further drill extensions over the course of the rest of the 2026 and the Surebet Discovery is only going to keep on growing with every drill program.”

Mr. Roger Rosmus, Founder & CEO of Goliath states: “Our team is performing like a well-oiled machine. The goal of this 2026 drilling campaign is expansion and the directional drilling being utilized is paying off with the step outs being successful. The 320-meter step out of Golden Gate to the northeast is one example and nice surprise along the way. It is worth noting the amount of visible gold to the naked eye in the drill holes since we started drilling the Surebet discovery is unique, as well high-grade gold systems are not known to have such large footprints. After over 400+ drill holes have been completed to date the system remains open laterally and at depth. Grass roots high-grade gold systems tend to get challenging to grow them. But Surebet discovery is the opposite, we are challenging the geology and having no problems growing the system with aggressive step outs. The cadence of drill holes getting to the lab for assays is ideal, and we hope to have plenty more assay results throughout the rest of the year and into 2027.”

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and they may also be site sponsors of The Hedgeless Horseman website at the time of this recording.

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/

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.
25 min
August 10Dryden Gold – New Parallel Gold Trends At Gold Rock, Mud Lake Drilling To Commence Soon, Land Acquisition, Ground Truthing at Sherridon and Hyndman
Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joins us for a comprehensive exploration update at numerous areas of focus across their Dryden Gold District, in Northwestern Ontario, Canada. We touch upon some of the recent news releases returning more high-grade and disseminated gold drill results at the Elora-Jubilee and Big Master along new parallel trends, the upcoming drilling at Mud Lake, a new land acquisition expanding the Gold Rock Camp trend, and various teams working on more ground truthing and surface exploration on the Hyndman and Sherridon regional targets.

We start off discussing how this year’s expanded 45,000-meter drill program is continuing to build up the high-grade results from last year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp. There are now up to 15 parallel structures that have been delineated along this trend, and more recent results showing the geological model getting more refined.

On July 29th the Company announced recent drill results that confirm the discovery of two new gold-bearing structures at Gold Rock. A new high-grade mineralized structure between Elora and the Big Master gold systems, which was intercepted at 250-500 meters true depth being dubbed "Elora 2". Like the multiple mineralized hanging wall structures, this new structure has no surface expression. The mineralization is comparable to the brecciated quartz veining found at Big Master. The consistency of the structural setting and mineralization, along strike and at depth, supports the interpretation that this represents a significant mineralized corridor and not merely another hanging wall structure. A second structure was discovered in a single drill hole at the historic Paymaster target. Deeper down-plunge testing is about to commence with a second drill rig will be deployed to continue to fully define the structural controls and high-grade gold footprint at Gold Rock.

We expanded the conversation to review the potential for similar look-alike types of deposits to exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis. On July 16th, the Company announced having received the permits to drill the Mud Lake area to test extension targets identified through its 2025 drill program and geological mapping. Surface samples collected on a high-grade shear zone similar to Elora, where a significant fold in the mineralized structure occurs, assayed 93.00 g/t gold. There is also another new area of interest that could be a look-alike zone to the Southwest of the Elora-Jubilee system along this large trend in the Gold Rock Camp.

On July 6th the Company announced that is has entered into an option agreement to acquire 100% ownership of 123 tenured mineral claims known as the Lost Lake Property from Orebot Inc, an arm’s length party. Lost Lake is strategically located in the historic Gold Rock Mining Camp and is surrounded by the Company’s existing claims.

We touch upon the initial groundwork and drilling at the Hyndman regional area, with a lot of follow up work underway based on the exploration results released back on April 21st. Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys.

Click here to follow the latest news from Dryden Gold

Click the video below highlighting the evolving geological understanding at Gold Rock:
https://youtu.be/Yp3sVlvUVmI

If you have any questions for Maura, Trey, or the team at Dryden Gold, then please email them into us at [email protected] or [email protected].
In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.

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/

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.
21 min
August 10RK Equity - Critical Mineral Market Trends: Supply Chains, Policy Shifts, and Outlook
In this Daily Editorial, we explore the critical minerals sector with Howard Klein (Founder & Partner) and Matt Fernley (Partner) at RK Equity, hosts of the Rock Stock YouTube channel. Following a choppy period for commodities, the critical minerals sector is showing signs of a rebound. This discussion covers recent White House policy announcements, billion-dollar funding initiatives, and the long-term investment landscape across key battery and defense metals.
Key Discussion Points:
Critical Mineral Rebound & Market Inflection: Examines how recent liquidations cleared leverage across lithium, rare earths, and base metals, setting up a potential rebound driven by tightening supply and demand dynamics.
US Government Capital Injections: Reviews recent federal funding announcements, including over $2 billion in new commitments toward domestic supply chains, defense applications, and workforce education.
The "Missing Middle" in Processing & Infrastructure: Explores the key processing and cathode manufacturing bottlenecks that remain a central challenge for Western supply chains.
Investment Strategies in a Supercycle: Outlines how investors can evaluate project quality, balance risks across domestic versus foreign jurisdictions, and identify long-term structural opportunities.

Stock Symbols Mentioned:
MP Materials (MP)
Albemarle (ALB)
Ivanhoe Mines (IVN)
The Metals Company (TMC)
Lithium Argentina (LAAC)

Click the following links to keep up to speed with Howard and Matt:
RK Equity website - https://rkequity.com/
Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak
Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull
Matt Fernley on X @matt_fernley - https://x.com/matt_fernley

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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/

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.
22 min

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The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily…