Kontrarian Korner

Breakouts, Breakouts Everywhere

Dec 7, 2025
The podcast dives into the booming world of commodities, highlighting silver's all-time highs and capital rotation trends. There’s an intriguing look at South America as a prime destination for commodity investments. Listeners learn about under-the-radar metals like lithium and tin, with insider buying sparking interest. The discussion also touches on potential Fed changes that could affect interest rates, rounding out a compelling exploration of market trends and future opportunities.
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INSIGHT

Silver At Weekly Highs Signals Momentum

  • Silver's weekly closing highs and physical delivery issues suggest continued upside momentum in the metal.
INSIGHT

Capital Rotation Toward Commodities

  • Capital appears to be rotating into commodities as investors look ahead to 2026 and potential Fed changes.
INSIGHT

Divergent Short and Long Rates Outlook

  • While short-term rates might fall under a new Fed chair, long-term rates could move higher according to Kelleran's view.
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