The KE Report

In this Weekend Show on The KE Report, Shad and I set the stage with a KER QuickTake on commodity movements, central bank policy, and precious metals price action following recent Fed developments. We then feature Rick Bensignor to provide a technical breakdown of gold, silver, copper, and crude oil, alongside actionable insights into equity sector rotations and key price levels for investors. 

 

Segment 1 & 2 - A replay of our KER Market QuickTake, posted Wednesday. We review the commodities market on the KER Market Quick Take, discussing key trends in precious metals, copper, oil, and critical minerals. We highlight how elevated interest rates, a strengthening US dollar, and geopolitical tensions in the Middle East continue to weigh on the metals and mining equities amid the traditional summer doldrums. 

 

Segment 3 & 4 - Rick Bensignor, President of Bensignor Investment Strategies, wraps up the show by analyzing technical market trends across metals, energy, and U.S. equities. Rick breaks down key support and resistance levels for gold, copper, and oil while evaluating market breadth and the ongoing sector rotation from tech into value sectors like healthcare and financials. 

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

 

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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 Update, I chat with Mike Spreadborough, Executive Co-Chairman, and Rohan Williams, General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF) to discuss upcoming exploration activities at the Tibooburra Gold Project in Western Australia.

Phase 2 Drilling Campaign Overview: The guys detail a 2,700-meter reverse circulation (RC) drilling program targeting high-priority prospects to build on previous high-grade intercepts.

Clone Prospect Expansion Strategy: Insights into step-out plans designed to test down-plunge extensions and define structural controls of near-surface gold mineralization.

Pioneer South Target Potential: An inside look at initial drill plans for a 600-meter continuous trend of outcropping gold quartz reefs returning significant rock chip assays.

Earn-In Joint Venture Milestones: A breakdown of project expenditure progress, operational control transitions, and broader regional exploration initiatives.

Portfolio-Wide Exploration Roadmap: Highlights from the updated corporate presentation, including near-term catalysts, regional soil programs, and active partner-led work across Australia.

 

Please email me with any follow up questions for Mike, Rohan, and the team at Novo Resources. My email address is Fleck@kereport.com.  

 

Click here to visit the Novo Resources website to learn more about all the projects and exploration programs. 

 

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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.

Greg McKenzie, President and CEO of Silver Storm Mining (TSX.V: SVRS | OTCQB: SVRSF | FSE: SVR), joins us for an update on the La Parrilla Silver Mine in Mexico. Greg breaks down where operations currently stand following their first concentrate shipments, what the ramp-up schedule looks like heading into next year, and how their ongoing drill program fits into the broader plan.

Key Discussion Points

Operational Ramp-Up at La Parrilla: What it took to get the plant and mine back online and the timeline to hit steady-state production.

Cost Structure and Cash Flow: Expected all-in sustaining costs (AISC), projected margins, and the path toward the target 3-million-ounce per year silver-equivalent run-rate.

The 15,000-Meter Drill Strategy: Where the surface and underground rigs are focusing to replace mined ounces and test fresh targets across their land package.

Offtake and Financial Support: How the multi-year deal with Samsung and backing from major shareholders like First Majestic and Eric Sprott help backstop operations.

 

Click here to listen to the introduction interview with Greg. 

 

Click here to visit the Silver Storm Mining website to learn more about the Company

 

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

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, we chat with Joel Elconin, co-host of PreMarket Prep and founder of the StockTrader Network. With market swings picking up after a busy week of economic news, Joel unpacks the aftermath of yesterday's Federal Reserve announcement, the latest moves in big tech, and how he's managing risk in his own portfolio right now.

Key Discussion Points:

Fed Decision Fallout & Rate Outlook: Joel gives his take on yesterday's Fed meeting, why Powell's comments rattled traders initially, and why he thinks rates might stay put much longer than the market expects.

Forced Selling & Deleveraging Spills: A look into the recent forced liquidations across over-leveraged hedge funds, and how institutional buyers stepped in to snag heavily discounted tech names.

Big Tech Earnings & the ETF Rebalancing Effect: Why Microsoft's earnings rebound caused unexpected collateral damage in unrelated software stocks due to rigid index weighting rules.

AI Market Expectations vs. Reality: Sorting out the spending hype around hyper-scalers, evaluating the "picks and shovels" trade, and why companies are realizing AI still can't replace core human talent.

Sector Rotations & Portfolio Strategy: Joel breaks down the move into value and defensive plays, key technical levels to watch on the S&P 500, and his rules for taking profits into market strength.

 

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/

 

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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 Daily Editorial, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. TG walks us through the latest market moves, sharing his technical take on index divergences, sector rotations, and where he sees potential trade setups forming.

AI Trade Unwinding and Market Rotation: A look at recent chop in high-flying tech and chip stocks versus equal-weight market performance, including capitulation signals and where dip-buyers might jump back in.

Technical Signals & Moving Averages: Key indicators to watch, like the 50-day moving average, to figure out if we're seeing a real trend reversal or just a short-term bounce.

US Dollar & Precious Metals Outlook: How recent double-top price action in the US Dollar (USD) could give gold and silver room to breathe as they test critical support levels.

Copper Price vs. Copper Equities: Breaking down the current disconnect between spot copper ($CPER) and copper mining stocks ($COPX), plus the long-term setup for the sector.

 

Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/

 

Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot 

 

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

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.