The KE Report

Craig Hemke, founder and editor of the TF Metals Report, joins us for his regular Monday discussion to recap the latest in the gold and silver markets and preview what’s ahead this week. Key Topics Covered: Jackson Hole Preview: Jerome Powell’s upcoming speech on Friday is expected to set the tone for gold, the U.S. dollar, and broader markets heading into September. Fed Policy & Rate Cuts: Market expectations remain high for a September cut, but will Powell hint at more aggressive easing? Gold & Dollar Correlation: Why the recent sideways action could give way to the next breakout move depending on Fed signals. Central Bank Demand & Bull Market Longevity: How sustained buying continues to underpin gold’s strength, limiting major sell-offs. Gold Stocks & ETFs: With producers showing strong balance sheets what does that mean for investors? Craig also shares insights on the revaluation of gold miners - from majors to juniors - and what could fuel the next leg higher in this ongoing bull market.   Click here to visit Craig’s website - TF Metals Report https://www.tfmetalsreport.com/

In this company introduction, I welcome Marc Levy, Chairman & CEO of Northmont Mining, for a first in-depth discussion on the company’s flagship Choquelimpie Gold-Silver-Copper Project in Chile. Northmont is advancing a past-producing mine with existing infrastructure, including a mill, power, water, and extensive historic drilling. The project already hosts over 2.7Moz gold equivalent in resources (2.18Moz Indicated + 557koz inferred), with immediate potential to expand. Key discussion points: Financing & Strategic Investors - Recent oversubscribed financing, including participation from Rob McEwen and other notable industry names. Three-Phase Growth Plan - Advancing stockpile production, expanding the high-grade oxide resource, and testing a large copper porphyry target. Drill Program Launch - $3.5M allocated to near-term drilling: shallow oxide holes, deeper step-outs on high-grade zones, and initial porphyry testing. Timeline to Production - Pathway to restart operations within ~2 years, supported by existing infrastructure and ongoing permitting. Team Strength - Backed by a proven leadership group with multiple successful mining exits and Chilean mine-build experience. Near-term catalysts include final financing close, drill program commencement, and steady news flow from exploration, metallurgy, and engineering.   Follow up questions for Marc? Email me at Fleck@kereport.com Click here to visit the Norsemont Mining website.

Matt Geiger, Managing Partner at MJG Capital, shares insights on significant resource sector deals, including the acquisition of the Pan Mine by Monero Alamos, highlighting its financial implications and strategic expansion. Jeff Christian of CPM Group discusses the heightened demand for gold and silver driven by political and economic uncertainties. Together, they delve into market myths, investment dynamics, and the evolving role of royalty companies, providing a comprehensive overview of trends shaping the precious metals landscape.

TG Watkins, Director of Stocks at Simpler Trading and Profit Pilot editor, shares powerful trading insights. He discusses market seasonality, noting how recent trends defy August's typical weakness. Sector rotation is highlighted, showcasing a shift from mega-cap tech to small caps. The conversation shifts to crypto, with Ethereum's breakout and promising Bitcoin miners. Cannabis stocks are on the rise, driven by legislative hopes. Lastly, he analyzes Tesla’s resilience amidst challenges, emphasizing key trading strategies and support levels.

Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, brings insightful analysis on recent inflation data. He discusses the Federal Reserve's focus on the labor market over inflation trends and the misconceptions around rate cuts. Chandler highlights the resilience in retail sales, which challenges aggressive cut expectations, while the U.S. dollar's downtrend persists. He also sheds light on upcoming macro catalysts that could alter September's policy landscape.

Simon Dyakowski, President & CEO of Aztec Minerals, shares exciting updates from the Tombstone Property in Arizona. He reveals standout drilling results, including a remarkable 50.3m intercept at 87.9g/t AgEq. The conversation dives into the strategy for expanding mineralization and testing new targets with two rigs on site. Dyakowski discusses the progress on deep core holes, highlighting the first attempt to hit a CRD target. Investor response has been strong, with share prices rising as anticipation builds for upcoming assay results.

Dana Lyons, a seasoned Fund Manager and Editor at The Lyons Share Pro, shares his insights on current market dynamics amidst mixed signals. He discusses overheated sentiment from investors, particularly in U.S. markets, and emphasizes the need for tactical patience. Lyons highlights bullish trends in precious metals, with GDX showing strong growth, and draws parallels between Bitcoin and gold's stable performance. He also points to promising breakouts in international markets, including Italy and Japan, suggesting multiple bullish opportunities await savvy investors.

David Wolfin, President and CEO, and Nathan Harte, CFO of Avino Silver and Gold Mines, dive into the company's record Q2 financial performance, shining a light on a stunning 47% revenue increase to $21.8 million. They discuss operational efficiencies and cost management, emphasizing notable reductions in cash costs per ounce. The conversation also highlights the promising future of the La Preciosa project, which is set for initial production soon. Additionally, they touch on the company's commitment to community initiatives and sustainability efforts.

John Rubino, a resource stock expert and writer on geopolitics and economics, discusses the surprising impact of Q2 earnings on gold and silver mining stocks. He highlights how unexpected high earnings caught generalists off-guard, defying market efficiency assumptions. The conversation delves into opportunities in precious metal producers and royalty companies amid rising prices. Rubino notes that while many investors are focused on tech stocks and cryptocurrencies, there’s potential for a shift towards mining stocks as macroeconomic challenges loom.

Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, dives into the latest inflation data and its surprising impact on market dynamics. He discusses the resilience of big tech stocks despite rising rates and the struggles of small caps. The conversation highlights a booming IPO market and Bitcoin's surge, revealing insights into investor sentiment. Elconin also addresses gold's stability amid uncertainty and the psychology behind current market momentum—raising the question of when this rally might hit its peak.