The KE Report

In this Daily Editorial, Cory and Shad chat with market veteran Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network. Following a sharp post-election reversal that sent major indices tumbling, Joel breaks down whether the long-standing "buy the dip" strategy is officially broken and if investors must prepare for a deeper, multi-month retracement.

Key Discussion Points:

The Brutal Market Reversal: An analysis of what triggered the sharp single-day selloff across major indices right after election day.

The AI and Infrastructure Unwind: A look into why leaders of the multi-year AI trade and key infrastructure plays are facing severe selling pressure.

Unsustainable Margins and Local Pushback: Exploring margin compression across semiconductor giants and how local ballot measures on data center buildouts are altering the tech landscape.

Rotation vs. Evaporation: Why defensive sectors and safe havens failed to hold gains as broad selling took over the entire tape.

Fed Policy and Rate Realities: Assessing the likelihood of upcoming interest rate moves and whether rate cuts remain off the table.

Earnings Season Strategy Shift: Why the playbook is shifting from buying pullbacks to selling rips into corporate reports.

Critical Technical Support Levels: Fibonacci retracement targets on the S&P 500 and what price action must do before a genuine bottom can be called.

 

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 Company Update, we sit down with Dan Rodriguez, Co-Founder and CEO of Mercado Minerals Ltd. (CSE: MERC | OTCQB: MRMNF), to review exploration progress across the company's silver and gold portfolio in Mexico. Dan details the completed Phase 1 drill campaign at the flagship Copalito Project, outlines plans for a Phase 2 program, and highlights the newly mobilized maiden drill program at the high-grade Zamora Project.

Key discussion points include:

Copalito Phase 1 Drill Recap: A look into how the 3,000-meter inaugural program expanded cumulative vein strike from 8 km to 11 km, delivered multiple high-grade intercepts, and confirmed wide-vein minable continuity.

Phase 2 Expansion Priorities: An overview of high-conviction targets slated for upcoming drilling, including strike and depth step-outs along El Pilar and El Agua, as well as the newly discovered Renata vein.

Maiden Drilling Underway at Zamora: Key drivers behind the 1,500-meter campaign targeting shallow, high-grade silver and gold veins with historic underground sampling grading into multi-kilo silver.

District Comparables and Infrastructure: How regional peers such as Torex Gold's Los Reyes and Americas Gold and Silver's Cosalá validate the geologic potential and infrastructure advantages of the area.

Treasury and News Flow Outlook: The company’s current working capital position and anticipated catalysts as assay results begin returning from the field.

 

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

 

Click here to visit the Mercado Minerals website to learn more about the company. 

 

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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, hosts Cory and Shad sit down with Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the crosscurrents impacting the precious metals sector. Following a week of heavy post-election volatility and discussions from the conference floor, Brien breaks down where macro capital is headed and what it means for resource investors.

New Orleans Conference Macro Takeaways: Why sovereign debt, persistent deficits, and inevitable fiat currency depreciation dominated the stage as primary drivers for the long-term precious metals bull market.

The Looming Fed Monetary Shift: Why current debt levels make prolonged rate hikes unsustainable, paving the way for central bank policy to turn neutral or loose far sooner than broad markets anticipate.

The Tech Bubble Deflation and Sector Rotation: How weakness across broad equities and AI-driven growth could spark an overdue rotation of global liquidity into unloved, deeply discounted natural resources.

Tax-Loss Season as an Entry Strategy: Navigating seasonal year-end tax-loss selling pressure across junior equities to uncover asymmetric value before the next seasonal rally takes hold.

Exploration Catalysts Defying Downward Trends: The specific high-grade drill programs, district-scale land expansions, and surface discoveries that continue to create real shareholder value despite broader equity turbulence.

Commodity Divergence and the Copper Outlook: Why industrial demand creates short-term headwinds for silver while setting copper up as a long-term core commodity holding.

 

Click here to learn more about the Gold Newsletter. - https://goldnewsletter.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 sit down with Garrett Ainsworth, President and CEO of District Metals Corp. (TSX-V: DMX | OTCQB: DMXCF | Nasdaq First North: DMXSE SDB). Garrett Ainsworth provides a comprehensive exploration update covering ongoing drill activities and recent geochemical sampling across the company's Swedish mineral portfolio:

Substantial widths at Target A: Initial vertical drilling has intercepted thick intervals of mineralized alum shale extending up to 198 meters near surface.

True width and structural significance: Visual drill results demonstrate how current intercepts align with the broader Viken resource model and past economic assessments.

Radiometric readings and graphite potential: Scintillometer data shows elevated radioactivity levels, highlighting conductivity trends and indicating stronger potential targets nearby.

Environmental benefits of local geology: Overlying limestone units present a unique operational advantage for potential future backfill, tailings neutralization, and reclamation.

Upcoming assay timelines and multi-element focus: Anticipated assay results will evaluate comprehensive mineral values beyond uranium, including vanadium, nickel, zinc, molybdenum, and potash.

Advancing non-alum shale properties: Recent surface sampling at Nianfors and Sågtjärn has defined walk-up drill targets and generated partner interest.

Exploration pipeline and treasury strength: Low operational costs in central Sweden support steady winter exploration, backed by a robust working treasury.

 

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

 

Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.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.

[Recorded Oct 29th, 2026 at NOIC] - Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joins us for a comprehensive exploration update at numerous areas of focus across their Dryden Gold District, in Northwestern Ontario, Canada.  We touch upon some of the recent news releases returning more high-grade and disseminated gold drill results at the Elora-Jubilee and Big Master areas along new parallel trends, the upcoming drill assay results coming back from Mud Lake, and various teams working on more ground truthing and surface exploration on the Hyndman and Sherridon regional targets.

 

To date, the Company has completed 70% of their planned 45,000-meter drill program, that is continuing to build upon both the high-grade and bulk tonnage results from last year’s drill program.  The results coming back continue to confirm the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp.  There are now up to 15 parallel structures that have been delineated along this trend, and more recent results showing the geological model getting more refined.

 

We expanded the conversation along the multi-kilometer Gold Rock mineralized trend, where the team is continuing to review the potential for similar look-alike types of deposits to exist, in a “string-of-pearls” thesis. 

 

On September 17, the Company announced the discovery of visible gold in the first drill program targeting Mud Lake North, which is approximately three kilometers north of Gold Rock. The first two drill holes intersected broad zones of alteration accompanied by significant sulphide mineralization, while the third drill hole intersected similar alteration and sulphide mineralization along with visible gold.

Drilling continued at Mud Lake over the last couple months testing down-plunge and along strike. Assays are pending for these holes, which when reported aim to demonstrate that Mud Lake North is another potential deposit, along a 12km trend of periodicity along the Gold Rock Camp trend.

The exploration team is also conducting surface sampling and mapping at the Doubloon target, in the opposite direction along this mineralized trend, and on the other side of Elora-Jubilee deposit.

  

Maura reiterated the importance of the large soil sampling, channel sampling, and mapping programs at Hyndman, Sherridon, and across their district-scale land package.  She outlined how those data sets, when used in concert with geophysical surveys, will inform follow up drill targeting for next year.

 

 

Click here to follow the latest news from Dryden Gold

 

If you have any questions for Maura, Trey, or the team at Dryden Gold, then please email them into me at Shad@kereport.com.

 

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.

 

 

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.