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Craig Hemke - Gold/Silver Huge Volatility, Silver Backwardation, Equity Valuations

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Manage episode 514767545 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Gold and silver remain in strong uptrends despite last week’s sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge.

Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week’s volatility was typical bull-market action - not the end of the move.

Key Topics
Options expiry shakeout: Expiring calls triggered forced selling and sharp, short-term pressure.
Silver above $50: After decades, silver’s sustained breakout signals a new phase; holding that level could ignite more CTA and fund buying.
Backwardation insight: Spot silver trading above futures reflects institutional supply tightness in London, not a retail shortage.
Miners’ earnings torque: With record prices and lower costs, producers and developers remain undervalued heading into Q3 results.
Investor roadmap: Expect a brief consolidation after earnings before the next leg higher.

Visit Craig’s website – TF Metals Report: https://www.tfmetalsreport.com/

----------------

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

  continue reading

624 episodes

Artwork
iconShare
 
Manage episode 514767545 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Gold and silver remain in strong uptrends despite last week’s sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge.

Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week’s volatility was typical bull-market action - not the end of the move.

Key Topics
Options expiry shakeout: Expiring calls triggered forced selling and sharp, short-term pressure.
Silver above $50: After decades, silver’s sustained breakout signals a new phase; holding that level could ignite more CTA and fund buying.
Backwardation insight: Spot silver trading above futures reflects institutional supply tightness in London, not a retail shortage.
Miners’ earnings torque: With record prices and lower costs, producers and developers remain undervalued heading into Q3 results.
Investor roadmap: Expect a brief consolidation after earnings before the next leg higher.

Visit Craig’s website – TF Metals Report: https://www.tfmetalsreport.com/

----------------

For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/
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.

  continue reading

624 episodes

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