The KE Report

In today’s Daily Editorial, I am joined by Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel provides an breakdown of a market that seems increasingly detached from geopolitical conflict, choosing instead to focus on robust earnings and technical momentum. We dive into why the "risk-on" sentiment remains dominant and what the recent "V-shaped" recovery tells us about investor psychology in 2026.

Key discussion points include:

Geopolitical Resilience and Oil Dynamics: How the market is successfully discounting higher oil prices and the closure of the Strait of Hormuz, fueled by a domestic supply shift.

The AI Trade Evolution: A look at the divergence and subsequent recovery between AI hardware leaders and software providers as the market re-evaluates the "SaaS-pocalypse."

Retail Mania and Meme Stock Momentum: Assessing the return of "buy-the-dip" euphoria across speculative names, crypto, and large-cap tech.

Earnings Season Expectations: Why forward guidance and capital expenditure (CapEx) on AI infrastructure will be the ultimate judge of this rally's sustainability.

Defensive Rotations: Analyzing the current weakness in the US Dollar and gold, and whether a rotation back into consumer staples and value is on the horizon.

Companies & Symbols Mentioned: NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Tesla (TSLA), Marvell (MRVL), Micron (MU) Salesforce (CRM), ServiceNow (NOW), Broadcom (AVGO), Bitcoin (BTC), United States Oil Fund (USO), SPDR Gold Shares (GLD), iShares Silver Trust (SLV).

 

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, I am joined by Mike Larson, Editor-in-Chief at MoneyShow, to dissect a puzzling day in the markets where equities and oil are rising in tandem despite ongoing tensions in the Middle East. Mike provides a deep dive into the "muscle memory" of modern investors and whether the current resilience is sustainable.

Key discussion points include:

Geopolitical Decoupling: Why Wall Street appears to be looking past the conflict in Iran and the closure of the Strait of Hormuz, opting to price in a "diplomatic resolution" rather than a wider war.

The Power of the "Taco Trade": A look at the persistent success of the "buy the dip" strategy that has rewarded investors throughout the current administration, even in the face of inflationary pressures.

Earnings over Everything: How double-digit gains across the banking and transport sectors are providing the fundamental floor needed to keep the S&P 500 at all-time highs.

Precious Metals Digestion: An analysis of the short-term correction in gold and silver following their historic run-up, and why the long-term bull case remains intact.

The Rotation to Industrial Metals: Why savvy traders are pivoting toward copper and other "strategic" metals as supply chain risks and AI infrastructure demand hit a fever pitch.

 

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.

In today's Company Update, we are joined by Joe van den Elsen, President and CEO of Andina Copper (TSX.V:ANDC - OTCQX:PMMCF). Following a series of drill results, Joe provides a comprehensive look at the growing scale of the Cabrasco and Piuquenes projects (Colombia and Argentina respectively) and the strategic vision for the remainder of 2026.

Key Discussion Points:

Cabrasco Drill Success: A breakdown of the recent results from Colombia, including consistent long widths of mineralization and the significance of defining a massive conceptual footprint.

Piuquenes Project Advancements: Insights into the second gold-rich porphyry system identified in Argentina and how the latest step-out holes are validating the project's volume potential.

Path to a Maiden Resource: Joe explains the company’s philosophy on when to move toward a formal resource estimate and why hitting specific tonnage thresholds is critical for market valuation.

Permitting and Social License: An overview of the operating environment in Colombia and how local partnerships are facilitating an aggressive 40-pad drilling program.

Financial Position and Market Momentum: A look at the company’s cash balance following a $27.5 million raise and the factors driving recent share price appreciation.

 

If you have any questions for Joe and his team you can email me at [email protected]. 

 

Click here to visit the Andina Copper website - https://www.andinacopper.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.

[Recorded April 21st, 2026]  Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, his key takeaways from the 13th annual Scottsdale Capital Event, and investing strategies in select gold, copper, lithium, uranium and critical minerals stocks in tantalum, antimony, and rare earths.

 

Nick discussed how after big runs over the last year in gold and gold equities that he had elected to apply a pruning and planting strategy, in cutting back position sizing from being overweight in GDXJ, Royal Gold, Inc. (NASDAQ: RGLD), Versamet Royalties Corporation (TSX: VMET), and some other precious metals stocks to raise cash that can be deployed on either pullbacks or into other sectors.

 

Shifting over to the energy side of critical mineral stocks, Nick highlighted some of the copper, lithium, and uranium names that have had his attention lately.

 

With the copper stocks, Nick highlighted the steep March corrections and then the recent bounces higher in many copper producers, like Ivanhoe Mines (TSX: IVN) (OTCQX: IVPAF).

He highlighted the acquisition of Arizona Sonoran Copper Company Inc. (TSX:ASCU | OTCQX:ASCUF) by Hudbay Minerals Inc (TSX, NYSE: HBM) and how that may be used as a good case study and lens for consideration of other advanced assets and what kind of projects and jurisdictions interest the senior producers.

Nick pointed out that 2 of the copper developers with good investor engagement, solid pounds in the ground resources, and good fundamentals that were attending the recent Scottsdale conference were Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF) and Aldebaran Resources Inc.  (TSX-V: ALDE) (OTCQX: ADBRF).  

 

Nick pointed out that lithium prices have been on the move higher and flagged the recent high-grade Li resource estimate released this week by Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF).

 

Last month he was adding more to his position in North Shore Uranium Ltd. (TSX-V:NSU), and he reiterated the constructive macro drivers behind more growth and adoption of nuclear power and the need for new uranium discoveries.

 

We then pivoted from the “energy metals” over to growing investor interest in the “defense metals” like tungsten, tantalum, antimony, and rare earths.

 

Nick also flagged PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) as a company that not only has a world-class lithium project, but also compelling cesium and tantalum resources for a suite of critical minerals.

 

He mentioned Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) as a company has accumulated on pullbacks, for their exposure to domestic production and processing of both uranium and rare earths.

 

Perpetua Resources Corp. (Nasdaq: PPTA) (TSX: PPTA), is a company he’s supported for over a decade for the interest in both their gold and antimony resources, and he pointed out that it has been the antimony kicker that has gained the project more traction with investors, and expedited the permit approval process last year.

  

Click here to follow Nick’s analysis and publications over at Digest Publishing

 

 

 

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, and companies profiled may be sponsors of the KE Report.

Trey Wasser, CEO, and Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joined us for a KER Webinar video, where we reviewed the key exploration targets that have been worked on last few seasons, as well as the most up-to-date drill results at the Elora-Jubilee and Big Master and trends at the Gold Rock Camp, and at the Hyndman and Sherridon regional targets, across their Dryden Gold District, in Northwestern Ontario, Canada.

 

Trey kicked things off with an overview of the key members of the management team, strategic shareholders, institutional investors, and sector coverage.  He also reviewed the financial health of the company and the equity finance announced April 14th.

We discussed the high-grade drill results from this year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp.

Maura displayed these drill results within the context of 3D modeling tools live for webinar attendees.

The potential for similar types of deposits exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis, where the Mud Lake area will be the next target tested with drilling in 2026.

We’ll dive into the initial groundwork and drilling at the Hyndman regional area, with a fresh take on new results just released today on April 21st.

Trey and Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys.

We also recapped what was learned from the first 3 drill holes that were put into the Sherridon regional area last season, which is hosted within a large geophysical anomaly and a strike length of five kilometers, and what the follow up ground work will be.

There is an extended Q&A session at the end where participants were able to get their questions fielded by Trey and Maura.

 

 

If you have any questions for Trey or Maura regarding Dryden Gold, then please email them into us at  [email protected] or [email protected].

 

In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.

 

Click here to follow the latest news from Dryden Gold

 

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, and companies profiled may be sponsors of the KE Report.