
The KE Report
@TheKEReport
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Radio show and podcast. Independent. Daily market commentary and company interviews. Focused on commodity investing and small cap stocks. https://t.co/9W7mK6zPWy
North America
Joined November 2023
News from @SitkaGoldCorp ( $SIG.V | $SITKF)! More high-grade gold intercepts & resource expansionβ¦. Full interview with Mike Burke - π― New drill results at the Saddle Zone show near-surface ~2 g/t Au, expanding the Blackjack resource footprint. π.
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New KE Report w/ Marc Chandler (@marcmakingsense, @BannockburnCM) ποΈ. π§ We cover:. β
Fed patience vs. early rate-cut calls. β
Inflation trends & labor market cracks. β
Tariff risks for margins & earnings. β
Key global events: ECB, PMIs, Tokyo CPI.
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New KE Report interviews this week!.π @SitkaGoldCorp visible gold discoveries.π₯ @AbraSilver resource growth & DFS.π‘ @vmetroyalties scaling royalty model.βοΈ @KuyaSilver Peru production update.β¨ @Novo_resources high-grade drill hits.πΉ @AztecMinerals Tombstone progress. π§.
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Weekend Show! Markets at all-time highs while resources are also crushing it! ππ. π§ Watchπ. Peter @pboockvar breaks down AI-driven rallies, rising bond yields & global flows. Matt Geiger (@MJG_Capital) shares how his fund is up 35.7% YTD, with copper &.
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Interview with @AztecMinerals ( $AZT.V | $AZZTF)! Drilling update and increased project ownership. π§ Hear the full update from CEO Simon Dyakowski: β
7 holes drilled (1,200m) at #Tombstoneβs Southern Extension. β
Following up on 569 g/t AgEq over 26m.
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"Gold is coiling for its next big move".π§ Full interview π Brien Lundin (@GoldNewsletter) shares why $3,300 gold is just the beginning, juniors are raising cash fast, and silver could rocket past $40 soon. #Gold #Silver #MiningStocks #JuniorMiners.
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Big quarter for @KuyaSilver ( $KUYA.CA | $KUYAF)!. π§ Listen here - CEO David Stein joins me to discuss:. β
87% Q2 production growth at Bethania Mine. β
Path to 100 TPD & beyond. β
Toll milling updates & strong cash flow. β
Unique oneβtime revenue.
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New interview!.Chatting with Dan OβFlaherty, CEO of @vmetroyalties - $VMET.V - a new royalty company filling the gap between juniors & majors. π§ Listen here π Key themes:.β
$300M+ acquisitions since 2022.β
Cash flow ramping to 14β16k GEOs by 2026.β
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New Interview with @AbraSilver! Big growth & key milestones ahead (TSX: $ABRA.TO | OTCQX: $ABBRF)!. π§ Listen here π π οΈ Phase 5 drilling at #OcultoEast hits 42m of 0.68 g/t Au + 15 g/t Ag.π Resource update due in weeks.π οΈ DFS & optimization driving.
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Markets at ATHs, commodities breaking out & Bitcoin ripping higher!.π§ Listen now π Momentum trader Jim Tassoni (@ArmorWealth) shares:.β
Riding S&P & emerging markets higher.β
Silver & copper setups π.β
Oil range trades & Bitcoin stops.β
Fed policy.
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TG Watkins - Bull market momentum - @TG_ProfitPilot of @SimplerTrading. π§ Listen now: Markets hit new highs as #AI, #Crypto, and even #Silver surge, despite tariff headlines. TG breaks down:. π Sector rotation π. π‘οΈ VIX warning signs. πͺ Tokenization.
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Update from Sitka Gold - @SitkaGoldCorp, $SIG.V $SITKF.π Listen now: . π Rhosgobel target delivers 9/9 holes with visible gold . π‘ Saddle Zone adds potential ounces within pit limits. π οΈ 30,000m drill program on trackβunder budget at $350/m. #Gold.
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Silver near $40 & junior miners are ripping!. π§ Listen here π Erik Wetterling (@Comm_Invest) joins us to break down:.πͺ $Silver outperforming $Gold.π Sentiment driving microcap rallies.π₯ Stocks like $BRC.V $SSVR.V and Prince Silver in focus. #Silver.
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βBig Beautiful Bill = Big Gold Tailwind?β. π§ Jeff Christian @CPMGroupLLC dives deep on deficits, stagflation risk & record ETF flows into gold. Then @JosefSchachter breaks down oil, LNG, & why Canadian nat gas is the contrarian bet of 2025. #Gold #Oil.
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Major milestone for @BanyanGold - $BY.V, $BYAGF!. CEO Tara Christie joins us to break down the new 7.7Moz resource at AurMac, incl. 2.27Moz now Indicated π₯.π§ Listen now: πΈ Over 2mil oz conversion to indicated. πΈ High-grade starter pit zones. πΈ.
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Gold & Silver Outlook Mid-Yearπ¨.π§ Craig Hemke (@TFMetals) joins to break down:.β’ Tariff risk & metals reaction.β’ Dollar breakdown = commodity boom?.β’ Why goldβs consolidation could strengthen the bull case.β’ Silverβs breakout & institutional.
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This week on @TheKEReport:.πͺ $ELE.V (@Elemental_Royal) brings in @Tether_to as its top investor.βοΈ $VZLA (@VizslaSilver) ecures $100M for Panuco test mine.π° $MTA (@metallaroyalty) grows cash flow pipeline.π $HSTR.V (@HeliostarMetals) ramps up stockpile drilling.πΊπΈ $AMTC.CA.
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Mid-Year Resource Recap w/ @JoeMazumdar & Dave Erfle.π§ Full episode: Gold stocks β58% | Copper supply crunch | Silver breakout. Are juniors set for rerating? Q2 earnings surprise coming?. #Gold #Silver #Copper #JuniorMiners #MiningStocks $GDXJ $SILJ.
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Surprise Jobs Data. π Dollar Pressured. π§Ύ Deficit Surge Incoming?. π§ Listen: π― Insight from @marcmakingsense (@BannockburnCM) on:. β Fedβs next move. β July 9 tariffs. β Why trickle-down may be broken.#KEReport #USD #FOMC #JobsReport #Markets.
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