The KE Report

In this Friday Daily Editorial, I sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, to recap this week’s economic data, shifting monetary policy, and global market dynamics. Marc provides a comprehensive look at how the US economy continues to defy expectations and outpace international peers, while exploring what these structural shifts mean for global markets. 

Key Discussion Points:

The Resilience of the US Economy: A look at the surprising strength of the Flash PMI data for May, the underlying drivers behind the Atlanta Fed's 4.3% GDP nowcast, and how the massive CapEx boom in data centers is fueling these numbers.

The K-Shaped Consumer Dilemma: An analysis of the clear disconnect between robust GDP growth and record-low consumer confidence.

A New Era for the Federal Reserve: Thoughts on Kevin Warsh being sworn in as the new Federal Reserve Chairman, how his leadership signals a departure from the Bernanke-Yellen-Powell continuum, and why a rate hike is fast becoming the market's base-case scenario.

Global Currency & Bond Market Shifts: An examination of the widening gap between the US Dollar and other major G10 currencies like the Euro and Sterling, alongside an explanation of the recent bond liquidations by foreign central banks.

Gold's Technical Consolidation: A technical evaluation of gold's current trading range, its failure to hold key support levels, and what it will take to restore bullish confidence in the metal.

 

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

 

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

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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 early morning Daily Editorial, I am joined by Mike Larson, Editor-in-Chief at MoneyShow, to break down a heavily bifurcated market and locate where the true trading opportunities are hiding. With earnings season delivering strong growth but macroeconomic data remaining highly mixed, Mike shares his boots-on-the-ground perspective from recent investment conferences on where smart money is moving.

The discussion covers a broad range of critical macroeconomic and sector-specific themes, including:

Global Interest Rate Surges: How the conversation has aggressively shifted from rate cuts to potential rate hikes, and what the multi-decade highs in global bond yields mean for equity markets.

The AI Hardware vs. Software Reality: Why current tech valuations might actually be supported by robust earnings, alongside a deep dive into the "SASS-pocalypse" and how software companies are altering pricing models to survive.

The Looming IPO Supply Shock: A warning on how massive impending public offerings from giant private firms like SpaceX, Anthropic, and OpenAI could drastically alter equity supply-and-demand dynamics.

Precious Metals & Energy Outlook: An analysis of the current "dead money" consolidation phase in gold and silver, juxtaposed against a structurally elevated energy market driven by geopolitical friction.

Sectors to Watch in Las Vegas: A preview of the upcoming Money Show Symposium at Caesar's Palace, focusing on the strategic rotations into hard assets, financials, industrials, and materials.

 

Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.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.

Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) joins us to review the completion of high-resolution satellite surveys of the Las Coloradas and Almoloya projects located in the Parral District, in Chihuahua, Mexico. We go on to discuss some of the key drill targets and exploration initiatives at these 2 silver and gold projects based on the various data sets their team has compiled.

 

Kingsmen is now preparing a comprehensive 3D compilation of topography, surface geochemical samples, magnetic data, induced polarization/resistivity data, geology and drill hole data for the Las Coloradas project. This integration of datasets, combined with the ongoing drill program, is identifying new drill targets and providing a clearer understanding of the vertical and lateral distribution of silver-gold mineralization — its variants, mineralized structures and their relationship to different geological units including sediments, volcanics and intrusives.

 

We start off with Scott briefly reviewing the 3,300-meter maiden reconnaissance drill program in 2025; with 12 holes that encountered broad intercepts and contained pockets of high-grade silver and gold mineralization for follow-up drilling around the historic Mine Target and DBD Target.  

 

The company has raised capital for a fully-funded 15,000 meter follow-up program at both their Las Coloradas Project and initial drilling at the Almoloya Gold/Silver Project. At this point, about ¾ of the drilling will be stepping out and going deeper across Las Coloradas, while also testing a few compelling regional targets. Then there are 2 historic mine areas at Almoloya, with much different geology that will be drilled.

 

 Las Coloradas High-Grade Silver Project

 

Step-out and deeper drilling planned on the high-grade Soledad and Soledad II vein systems, following up around the Mine and DBD zones

Approximately 700 metres of the Soledad structure remains to be tested

New priority regional drill targets emerging at Saddle, Silvia, Leona, and La Plata zones

Multiple large-scale, largely untested targets highlight district-scale discovery potential at Las Coloradas

 

Almoloya Gold/Silver Project

 

Initial diamond drilling planned on the gold-rich Juliettas structures

District-scale CRD and oxide potential identified at Cigarrero Mine área

 

Wrapping up Scott highlights the financial health of the company, the closing of the upsized bought deal financing in January, and the continued support from their key stakeholders. Scott reiterated that the future value creation will be determined with the drill bit, and will have plenty of exploration news on tap for the balance of this year.

 

 

If you have any questions for Scott regarding Kingsmen Resources, then please email those in to us at [email protected] or [email protected].

 

Click here to follow the latest news from Kingsmen Resources

 

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. 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 Daily Editorial, I sit down with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to examine the current macroeconomic landscape, key corporate earnings, and sector-specific momentum.

The Semiconductor and AI Phenomenon: A look into whether current semiconductor valuations mirror the dot-com bubble or if strong corporate cash flows justify the historic market run.

Nvidia Earnings and Guidance Realities: Evaluating the market's high bar for Nvidia following its recent report and what the post-earnings price action signals for tech momentum.

Consumer Health and Retail Barometers: Analyzing recent earnings from retail giants Walmart and Target to gauge consumer spending strength amid fluctuating energy costs.

Inflation, the Fed, and Interest Rates: Discussing recent sticky inflation metrics, the potential impact of crude oil prices, and what a shifting political landscape could mean for future Federal Reserve policy.

The Looming IPO Wave and Market Liquidity: Weighing whether highly anticipated public debuts could signal a cyclical market top and if enough capital liquidity exists to absorb them.

Government Action in Quantum Computing: Examining the Trump administration's active involvement in the quantum sector and how investors should play government-backed tech trends.

Precious Metals Technical Analysis: Breaking down the near-term technical correction in gold and silver charts against their long-term bullish structures.

Stocks Mentioned: Micron Technology (NASDAQ: MU), Samsung (OTC: SSNLF), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Target (NYSE: TGT), Intel (NASDAQ: INTC), IBM (NYSE: IBM).

 

Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/

 

Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/

 

-----------------------

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 Daily Editorial, Cory Fleck is joined by Brien Lundin, Editor of the Gold Newsletter and host of the New Orleans Investment Conference, to analyze the current corrective phase in the precious metals market and explore emerging opportunities across the broader commodities sector.

Key Discussion Points:

Short-term technical corrections vs. long-term strength: A look at the recent sideways trading patterns for gold and silver, what the charts reveal about moving averages, and why the macro fundamentals remain incredibly supportive for long-term investors.

The evolving gold-to-silver relationship: An analysis of silver's recent volatility, how the gold-silver ratio is behaving, and why the participation of Western investors is shifting this market back toward a classic bull cycle structure.

Macro drivers and the shift in risk assets: How rising Treasury yields and the geopolitical landscape are impacting the Federal Reserve's policy outlook, and what needs to happen to relieve downward pressure on metals and miners.

Sector rotation and critical minerals: Why capital is beginning to rotate from gold into base and critical metals like copper and tungsten, and how strategic government funding is shifting the economics of domestic resource plays.

Portfolio management in a target-rich environment: Brien explains his stringent criteria for cutting loose slower-moving companies to make immediate room for high-conviction junior exploration stories.

Recent newsmakers in the junior sector: Insights into recent corporate updates from standout resource players and what to look for as the summer drilling season gets underway.

 

Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

 

Click here to learn more about the New Orleans Investment Conference on October 28-31. 

 

--------------

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.