The KE Report Craig Hemke - Cutting Through the Silver Market Misinformation
Dec 16, 2025
In this engaging discussion, Craig Hemke, founder and editor of TF Metals Report, shares his insights on the precious metals market. He delves into the reasons behind silver's recent surge above $60, highlighting strong fundamentals rather than market chaos. Hemke also explains why gold’s ongoing bull market is healthy, despite temporary consolidations. He debunks prevalent myths about COMEX deliveries and JPMorgan's role, emphasizing the importance of real data over sensationalized stories. It's a must-listen for anyone interested in the truth behind precious metals.
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Momentum, Not Breakdown, Drives Silver
- Silver's recent vertical move is driven by strong fundamentals and momentum chasers, not a market breakdown.
- CTA momentum flows create big $2–$3 daily swings and can reverse quickly when they exit.
Gold's Pattern Suggests Bigger Rallies Ahead
- Gold has been moving in 20% rallies followed by months of consolidation, supported by central bank and tether demand.
- Continued dollar weakness could propel the next leg, potentially taking gold past $5,000 in a follow-on rally.
Bull Markets Attract Misinformation
- A flood of new voices during big moves creates misinformation and unprovable claims about positions or deliveries.
- Viral stories (e.g., JP Morgan covered shorts) often lack verifiable evidence and should be treated skeptically.