The KE Report

While major equity indices hover deceptively near all-time highs, market breadth tells a vastly different story. Underneath the surface, rapid sector rotations, stubborn inflation signals, and Treasury yields settling into a "higher for longer" regime are throwing equity and commodity markets into flux. In this two-part episode, technical strategist Rick Bensignor and resource analyst Brian Leni dissect why headline indices mislead investors, what technical warnings are flashing across crude oil and gold, and how to position your cash into asymmetric, catalyst-driven opportunities without falling into emotional traps. 

 

Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies, kicks off the show to provide a technical and macro outlook across various asset classes. He analyzed pullback risks in energy and metals, persistent sector rotations within the broader equity market, and argued that a higher-for-longer interest rate regime will continue to challenge non-yielding assets. 

Click here to visit the In The Know Trader website - https://intheknowtrader.com/

 

Segment 3 & 4 - Brian Leni, founder and editor of the Junior Stock Review, discusses navigating pullbacks and broader uncertainty across the metals sector. He outlines his strategy of building a substantial cash reserve and selectively rotating capital into undervalued, catalyst-driven explorers and develop

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in - https://www.juniorstockreview.com/

 

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

 

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 or investment product. Investing in equities, commodities, really everything 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.

[Recorded 10-27-2026] Christopher Aaron, Founder of iGold Advisor and Elite Private Placements, joins me to review his longer-term technical outlook on gold, silver, and the precious metals complex through the lens of chart-based data.

 

This is a longer-format video where we dive deep into the  technical analysis setups that have his attention across the precious metals sector; looking at #charts of gold, the S&P to gold ratio, the gold to silver ratio, the silver chart.   We also contrast the weakness and bearish breaks below support in the PM charts to the strength and resilience of the #copper chart.

 

Christopher has a message towards the end encouraging resource investors to widen their scope to other opportunities and become expanded capital allocators.

 

Click below to follow Christopher's analysis at iGold Advisor:

https://igoldadvisor.com/

 

 

For more market commentary & interview summaries, subscribe to our Substack reports:

 

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: 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.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in 3 junior gold and copper exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.

 

 

The companies we discussed in the interview are:

 

BCM Resources Corporation (TSXV: B) – On October 26, the Company announced that recently completed geophysical surveys are beginning to highlight new prospective targets at its 100%-controlled Thompson Knolls (TK) project, Millard County, Utah. In September, Zonge International Geophysics completed induced polarization (IP) and magnetotelluric (MT) surveys in a series of lines across the TK property. A total of 6 lines, one in a general south-north direction and the other five in east-west directions, enabled coverage of most of the project area. Zonge has provided the Company with early-stage modeling of MT data, presented here, while further processing the data to generate 3D inversion models to help design BCM's Phase 5 drilling program at TK.

 

NV Gold Corporation (TSXV: NVX) (OTCQB: NVGLF) – On October 20, the Company is providing an update to its initial 2026 drill results from its 100%-owned Slumber Gold Project, located 70 kilometers (45 miles) west-northwest of Winnemucca.  The 2026 reverse circulation drilling campaign has now received assays from 10 of 17 drillholes that have been completed to date. Drilling is continuing. At least 15 additional holes are planned for this program. The current drill holes have been sited to test the eastern DeLong Ridge and Awakening Zones nearly 1.4 kilometers northeast of previously reported gold zones at Slumber, drilled from 2019-2025. The Awakening Zone straddles the boundary between the Company's existing north area claims and a portion of the recently leased DeLong Ranch lands. Drilling continues south and southeast of DeLong Ridge.

 

Tocvan Ventures Corp. (CSE:TOC)(OTCQB:TCVNF) - October 29 the Company announced initial trench results from ongoing pilot mine development at its 100%-owned Gran Pilar Gold-Silver Project in Sonora, Mexico. Main Zone Trench 19 returned an average of 4.6 g/t Au, with samples up to 24.4 g/t Au, while Trench 3, testing a new zone approximately 1.3 km east of the pilot mine area, returned an average of 0.8 g/t Au and 100 g/t Ag, with samples up to 234 g/t Ag. Approximately 6,000 tonnes of material from the three trenches has been stockpiled on site, providing early feed characterization for the planned 50,000-tonne pilot facility.

 

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

 

* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and they may also be site sponsors of The Hedgeless Horseman website at the time of this recording.

 

For more market commentary & interview summaries, subscribe to our Substack reports:

 

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: 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.

In this company introduction, we are joined by Bruce Counts, President and CEO of Storm Exploration (TSX-V: STRM). Storm Exploration is focused on discovering and advancing district-scale copper, zinc, and precious metal volcanogenic massive sulphide (VMS) systems across northwestern Ontario. In this interview, Bruce walks through the company’s recent maiden drill program, the geological thesis behind their core projects, and what investors should watch for as technical news flow ramps up.

Key discussion points include:

The Genesis of Storm Exploration: How a strategic pivot led the team into northwestern Ontario to target high-potential copper and base metal systems backed by rich historical data.

Uncovering the Gold Standard VMS Project: The geological insights that connected historic turn-of-the-century gold mines with unassayed Inco base-metal drill holes to identify an expansive 7km conductivity corridor.

Maiden Drilling Strategy and Visual Intercepts: The rationale behind the 8-hole, 1,500m scout program testing 1.9km of strike, and the significance of intersecting massive and semi-massive sulphides along the anomaly.

Regional Upside at Keezhik and Attwood: Exploration potential across two additional properties in the Fort Hope Greenstone Belt featuring historic high-grade gold intercepts and modern airborne VTEM surveys.

Corporate Capital Structure and Catalyst Timeline: A review of the company's well-funded balance sheet, strategic support from major shareholders like Eric Sprott, and the expected rollout of geological logging and laboratory assays.

 

Click here to visit the Storm Exploration website to learn more about the projects - https://stormex.ca/. 

 

And please email me with any follow up questions you have for Bruce - Fleck@kereport.com. 

 

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

The KE Report: https://kereport.substack.com/ 

Shad’s resource market commentary: 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 or investment product. Investing in equities, commodities, really everything 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.

In this Company Introduction, Cory chats with John LaGourgue, President and CEO of First Canadian Graphite Inc. (TSX-V: FCI | OTC: GRAPF). First Canadian Graphite is focused on advancing its flagship Lac Guéret South Project in Northern Quebec, situated within an established district known for some of the highest-grade natural flake graphite deposits globally. John discusses the company’s exploration milestones, near-term development strategy, and the pathway toward establishing a domestic, open-pit supply chain.

A World-Class Geological Footprint: Discover how the Lac Guéret South property compares to top-tier neighboring graphite systems and what makes Northern Quebec an optimal operating jurisdiction.

Emergence of Zone 13: An introduction to the new discovery at Zone 13, highlighting the scale of the strike length, initial high-grade surface sampling, and its potential as the project's flagship asset.

Targeting Fast-Track Production: Insights into the upcoming 20,000-meter drill program, metallurgy expectations, and the targeted roadmap to an initial Mineral Resource Estimate and Preliminary Economic Assessment.

Capital Structure and Board Execution: An overview of the company’s treasury, lean development model, strategic shareholder backing, and the experienced board driving operations forward.

 

Click here to visit the First Canadian Graphite website to learn more about the company. And Please email me with any follow up questions for John - Fleck@kereport.com. 

 

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

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: 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 or investment product. Investing in equities, commodities, really everything 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.