The KE Report

In this live broadcast (recorded on February 24th) from the floor of the MoneyShow in Las Vegas, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot. TG provides a candid look at his current market posture, explaining why he recently shifted to a 90% cash position and how recent price action is forcing a reassessment of short-term bearishness.

The conversation dives deep into the technical "squeeze" currently defining major indices, the surprising resilience of small-cap stocks, and the rotation out of the "Magnificent Seven" into defensive sectors. TG also breaks down the "picks and shovels" AI trade, the recent volatility in precious metals, and why he avoids entering new positions immediately ahead of earnings reports.

Key Discussion Points:

Click here to visit the Simpler Trading website - https://www.simplertrading.com/

Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/

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In this company update, we are joined by Greg McCunn, President and CEO of Great Pacific Gold (TSXV: GPAC | OTCQX: GPGCF | FSE: V3H), to discuss the accelerating exploration program at the Wild Dog property. Great Pacific Gold is currently exploring within a 15km epithermal corridor, with two rigs turning. 

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

Click here to visit the Great Pacific Gold website - https://gpacgold.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.

In this episode of the KE Report, we sit down with Caleb Stroup, President and CEO of Headwater Gold (CSE: HWG | OTCQX: HWAUF), for a comprehensive update on the company’s expanding exploration portfolio. With recent news regarding geophysical surveys and the conclusion of several drilling programs, Caleb provides a clear roadmap for what investors can expect in the coming months. Headwater Gold is actively advancing high-grade epithermal gold targets in the Western US through strategic partnerships with industry giants like Newmont and OceanaGold.

Key Discussion Points:

Please email your questions for Caleb to us at [email protected] and [email protected]. 

Click here to visit the Headwater Gold website to read over the recent news - https://headwatergold.com/ 

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

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.

In this company update, we sit down with Brennen Zerb, Vice President of Investor Relations at FinEx Metals (TSX-V: FINX). Brennen provides an in-depth recap of the company’s recent activities in Northern Finland, focusing on the maiden drill program at their flagship project and the new exploration licenses in a world-class district.

If you have any follow up questions for Tero please email us. [email protected] and [email protected]. 

Click here to visit the FinEx Metals website to learn more about the Company. 

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In this episode, we sit down with Gilles Dessureau, the Vice President of Exploration at Sitka Gold Corp. (TSX.V: SIG | OTCQB: SITKF | FRA: 1R1). Gilles provides a comprehensive deep dive into the company’s newly launched 60,000-meter diamond drill program at their flagship RC Gold Project in the Yukon. Gilles outlines the strategic allocation of meters across the property and explains how the team plans to expand on the current 2.8-million-ounce gold resource (indicated + inferred).

Key Discussion Points:

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

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

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In this special daily editorial, we are joined by Rick Rule, Founder of Rule Investment Media and Battle Bank. Rick provides a candid look at his recent portfolio maneuvers, explaining the logic behind selling physical silver to rotate into high-quality equities. We dive deep into the valuation disconnects currently plaguing the resource sector and why "boring" large-cap energy producers might be the smartest play for the next five years.

Discussion Highlights:

Click here to learn more and sign up for the Rule Symposium on July 6-10 in Boca Raton - https://cvent.me/XOqdLa?via=KER

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Two veteran newsletter editors map out where the next big moves, and best entry points, could emerge across metals and energy in 2026.

Gold and silver may be digesting a sharp correction, but both guests argue the bigger bull-market backdrop is intact, setting up a very “stock-picker” tape in mining. Meanwhile, energy remains out of favor, yet Josef Schachter lays out a tightening supply/demand case (and a clear playbook for scaling in before the next macro-driven run).

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

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

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.

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins me for our monthly longer-format discussion on different macroeconomic factors, continuing to fuel the commodities supercycle in silver, gold, copper, uranium, and opportunities in their related resource stocks.

We start off discussing the extreme volatility seen in the price charts for silver, gold, platinum, copper and other metals since our last conversation in early January.  We reviewed that prices climaxed into the uber-bullish sentiment witnessed at the Vancouver Resource Investment Conference in late January; right before correcting down hard in the days and week that followed. 

After several more weeks of choppy price action, things are settling out; but Nick reiterates that investors should be embracing this volatility.  He points out that we are still in a structural bull market in the precious metals for a number of macroeconomic factors from interest rates, currencies, sovereign debt, ongoing central bank buying, the rise of BRICS nations, and even crypto stablecoin companies like Tether buying huge amounts of gold to back their Tether Gold (XAUt) product.

Tether is also directly investing into royalty companies like Elemental Royalty Corporation (TSXV: ELE) (NASDAQ: ELE), Gold Royalty Corp (NYSE American: GROY), and Versamet Royalties Corporation (TSX: VMET). Nick flagged that Streamex Corp. (NASDAQ: STEX), a leader in institutional-grade tokenization and real-world asset infrastructure, recently announced that it has acquired a 9.9% equity interest in Empress Royalty Corp. (TSXV:EMPR) (OTCQX:EMPYF).  We also discussed some of the larger transactions lately executed by the larger senior royalty companies like Wheaton Precious Metals (TSX: WPM) (NYSE: WPM), Franco-Nevada Corporation (TSX: FNV)(NYSE: FNV), and Triple Flag Precious Metals (TSX: TFPM, NYSE: TFPM).

While there have been quite a few new entrants into the royalty space over the last couple years, Nick believes that the demand is there for more royalty vehicles, and that it isn’t overcrowded yet, and we’ll likely keep seeing more new companies launched as this sector continues to expand.    He pointed out the some of the quality prospect generator companies, like Headwater Gold Inc. (CSE: HWG) (OTCQX: HWAUF) and Almadex Minerals Ltd. (TSX-V: DEX), have also accumulated royalties within their asset portfolios that provide future optionality to sell or spin out into new companies.

Next, we shifted over to the merger and acquisition transactions in the precious metals and critical minerals space, noting some of the unique M&A news of late, and outlining why the overall volume of deal flow is less than many expected considering the need to replace minded reserves, and the compelling value propositions of the development projects.   Nick outlines that this lack of takeovers of quality projects, while developers remain undervalued at current metals prices gives investors a unique opportunity to capitalize on these market inefficiencies.  He revisits prior comments made about Kutcho Copper Corp. (TSXV: KC) (OTCQX: KCCFF) , and how since then the stock has gone up over a 100% after restating their economics in light of the underlying metals environment.

Wrapping up we shift over to the strong fundamental factors for nuclear power and compelling supply/demand imbalances for more uranium.  He discusses the permitting milestone achieved with Denison Mines Corp. (TSX: DML) (NYSE American: DNN), the imminent spin-out of Verdera Energy from enCore Energy Corp. (NASDAQ: EU) (TSXV: EU), and that North Shore Uranium Ltd. (TSX-V:NSU) and Skyharbour Resources Ltd. (TSX.V: SYH) (OTCQX: SYHBF) are 2 earlier-stage uranium explorers he’s been adding to in his portfolio.

Click here to follow Nick’s analysis and publications over at Digest Publishing

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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.

In this company update, we sit down with Joaquín Marías, President and CEO of Argenta Silver Corp. (TSX.V:AGAG | OTCQB:AGAGF | FRA:T1K), to discuss the significant acceleration of exploration activities at the El Quevar Project in Salta Province, Argentina. Joaquín provides a deep dive into the company’s upsized 25,000-meter drill program, the technical milestones ahead for 2026, and the recent discovery of a new gold-copper system.

Please send me any follow up questions you have for Joaquin. My email address is  [email protected].

Click here to visit the Argenta website to learn more about the company

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In this daily editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a comprehensive analysis of a whirlwind week in the financial markets, headlined by a landmark legal shift in U.S. trade policy and a surprising cooling of the American economy.

Key Discussion Points:

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

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

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.