The KE Report

Welcome to this Daily Editorial on The KE Report. Joining the show is regular Monday guest Craig Hemke, Founder and Editor of TF Metals Report. In this episode, we evaluate the post-midterm rally across precious metals and mining equities following the late-October lows. Craig breaks down the technical action, fundamental drivers, and key macro catalysts steering gold, silver, and resource stocks into year-end.

 

Key Discussion Points:

Late-October Washout vs. V-Shaped Recovery: A look back at the steep washouts in gold and silver heading into Halloween and the sharp, multi-day technical rebound that followed.

Crucial Levels to Watch on Gold and GDX: Why moving averages, gap-fills, and overhead price benchmarks, including $90 on the GDX, are essential milestones for confirming trend sustainability.

Margin Expansion for Producers: How retreating crude oil and energy costs combined with recovering metals prices are setting up mining companies for improved fourth-quarter operational margins.

Silver’s Price Action and ETF Divergence: Analyzing silver’s retracement to long-term historical support around $48, subdued open interest, and the differing setups between physical metals and miners.

Bond Yields, Inflation Data, and Fed Policy: What peak market-based interest rates and Treasury curve dynamics signal for future rate decisions and liquidity across commodities.

Midterm Impact and the Critical Minerals Sector: Examining whether shifting political dynamics will affect mining permits, and why severely battered rare earth equities may offer contrarian setups.

 

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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 Update, I chat with Ryan O’Regan, Chief Executive Officer, and Roy Greig, Vice President of Exploration, of Getty Copper Inc. (TSX-V: GTC | OTCQX: GTCDF). We discuss the company’s recent news from the Getty Copper Project, in British Columbia’s Highland Valley copper district. Recent news includes drill results, aggressive program scaling, and the closing of a bought deal financing:

New Discoveries at Getty South: Insight into the geological significance of recent step-out drilling that intersected wide mineralized envelopes and high-grade copper outside the previously defined geophysical anomaly.

Expanding the Drill Campaign: The strategic decision to flex the program up to 20,000 meters and deploy multi-rig drilling across high-priority targets.

Building a District Pipeline: Why exploration focus is broadening beyond Getty North and South to include other high-potential targets.

Treasury Strength and Flow-Through Capital: How an oversubscribed $15M financing positions the company with roughly $1M per month in exploration deployment through next year.

Corporate Vision & Catalyst Outlook: The milestones guiding upcoming news flow, including winter drilling operations, pending drill permits, and progress toward a updated Mineral Resource Estimate.

 

Feel free to email us with any follow up questions for the team at Getty Copper. My email address is Fleck@kereport.com.

 

Click here to visit the Getty Copper website - https://gettycopper.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.

On today’s Daily Editorial, Cory and Shad welcome TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. With post-election crosscurrents driving aggressive repricing across asset classes, TG breaks down how institutional capital is shifting out of crowded trades and into overlooked corners of the market. He outlines actionable strategies for trading counter-trend bounces, the realities of leveraged ETF mechanics, and how long-term chart structure separates real breakouts from short-lived noise.

Post-Election Sector Rotations: Why extreme money flow shifts between mega-cap tech and defensive value plays are creating high-probability inflection points.

Big Tech vs. CapEx Pressures: How potential regulatory hurdles and reduced data center buildout spending could paradoxically boost free cash flow for dominant hyperscalers.

The Pitfalls of Leveraged ETFs: Why instruments like SOXL suffer from severe performance slippage during sharp pullbacks rather than typical options-style time decay.

Precious Metals and Copper Under Review: Critical moving average levels and structural hurdles currently facing GLD, GDX, and COPX.

Emerging Consumer and Energy Themes: How softening energy prices could redirect purchasing power back toward consumer-facing names, retail, and renewables.

Separating Trends from Noise: The exact multi-timeframe chart criteria required to confirm sustained institutional accumulation versus a bear market rally.

Stocks, Sectors & ETFs Mentioned:

Equities: MU, GOOGL, META, WMT, HD, SMG, OTIS, PG, CL, TOST, IREN, GLXY, CAVA, CART, LYFT, TGB

ETFs & Indices: QQQ, SMH, SOX, SOXL, RSP, XLP, XLV, GLD, GDX, GDXU, COPX, CPER, TAN, FAN, TNX

 

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.

In this company update, Cory chats with Tim Clark, President and CEO, along with Valérie Doyon, Vice President, Geology, of Fury Gold Mines (TSX: FURY | NYSE American: FURY). I have them recap the recent high-grade drill results from both Eau Claire and Committee Bay and look ahead to upcoming drill results, an updated resource and PFS out of Eau Claire.  

Eau Claire Phase 2 Drilling Progress: A look into the ongoing 25,000-meter diamond drill program designed to upgrade inferred resources into higher-confidence categories and extend mineralization.

High-Grade Intercepts & Geologic Continuity: Key initial assay returns from Eau Claire, including notable intercepts that reinforce the deposit’s geologic model and depth potential.

Resource Update & PFS Timelines: How incoming drill data is feeding into the upcoming year-end resource update and setting the stage for a Pre-Feasibility Study (PFS) in early 2027.

Committee Bay Exploration Results: An overview of the initial infill and extensional assay results from the Agnico Eagle-backed drill program along Nunavut’s 300-kilometer greenstone belt.

Long-Term Quebec Strategy & Development Path: The broader vision for advancing Eau Claire toward mine development while balancing regional exploration upside and strategic industry partnerships.

 

If you have any follow up questions for Tim or Valerie please email me at Fleck@kereport.com. 

 

Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news - https://furygoldmines.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 and Shad chat with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down the sharp market reactions following midterm elections, evaluating whether current asset moves reflect genuine trend reversals or knee-jerk sentiment across global equities, fixed income, energy, and foreign exchange markets.

Post-Election Tech Pressures and the AI Narrative: How local ballot initiatives targeting data centers combined with broader sector fatigue to trigger steep weekly declines in semiconductor equities.

Energy Market Pullback and Geopolitical Skepticism: Why crude oil dropped sharply following political shifts and whether markets are prematurely pricing in an immediate de-escalation of overseas conflicts.

Bond Market Dynamics and Falling Treasury Yields: A look into what has fueled a multi-week retreat in long-term yields despite resilient headline economic readings.

The Federal Reserve's Policy Path: How strong employment figures and incoming inflation metrics influence the likelihood of a December rate hike and the trajectory for future meetings.

Macro Policy Continuity and the US Dollar Outlook: Why persistent budget deficits, tariff frameworks, and international growth differentials point to continued greenback resilience.

 

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