HeyJaredThe KE Report
The KE Report provides exclusive interviews, focused on investing in resource stocks, with private money managers and sub $10 billion market cap companies. Multiple interviews are published daily.
- Indexed issues, last 90 days
- 23
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 4, 2026
Latest issues
KER Market QuickTake! Sector Disconnects, Critical Chart Levels, and Beaver Creek Insights (opens the original)
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Despite record-breaking attendance and packed corporate meeting schedules at the Beaver Creek Precious Metals Summit, a stark divergence remains between upbeat resource executives and a hesitant broader market. In this discussion, host Cory Fleck and market analyst Shad Marquitz break down the valuation gaps in junior miners, evaluate technical support tests across gold and silver, and review the risk-reward profiles developing in copper, uranium, and energy.Subscribe nowHighlights & Key Discuss
Dave Erfle: Beaver Creek Takeaways, Accelerating M&A, and Critical Technical Levels for Gold Stocks (opens the original)
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Gold and silver equities are navigating a late-summer correction, but underneath short-term market noise, sentiment among corporate operators tells a very different story. In this interview, Dave Erfle, founder and editor of The Junior Miner Junky, unpacks the key takeaways from the Precious Metals Summit at Beaver Creek, explains why senior producers are now forced into aggressive M&A, and maps out the crucial chart support levels investors must watch across the sector.Key Discussion Highlights
Jeff Christian: Why Rising Yields Mask Economic Decay, BRICS Currency Myths, and What Lies Ahead for Precious Metals (opens the original)
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Recent market turbulence has triggered sharp pullbacks across gold and silver, leading many investors to question whether the metals’ upward trajectory has stalled. Jeff Christian, Managing Partner at CPM Group, cuts through mainstream financial commentary to examine the macro crosscurrents at play. From algorithmic knee-jerk selling driven by rising Treasury yields to the realities behind de-dollarization and political instability, this discussion provides a clear, grounded perspective on where
Craig Hemke on Surging Bond Yields, Mining Stock Resilience, and the Next Macro Catalyst for Precious Metals (opens the original)
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Following a strong rebound throughout August, precious metals have spent the past month digesting gains under the weight of a soaring U.S. dollar and aggressive bond market selloffs. In this Daily Editorial, Craig Hemke, founder and editor of TF Metals Report, breaks down whether the current pullback in gold and silver is merely a healthy consolidation or the start of a prolonged slide. The conversation explores surging nominal and real yields, the unexpected resilience in resource equities, and
TG Watkins: The K-Shaped Market Split, Critical Breadth Washout, and Technical Outlook for Gold and Crypto (opens the original)
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Behind the resilience of headline market indices lies an increasingly bifurcated tape. In this interview, TG Watkins, Director of Stocks at Simpler Trading, examines the mechanics of today’s K-shaped market, where mega-cap tech provides cover for widespread internal deterioration. From dramatic breadth washouts to pivotal technical tests across precious metals, copper, and crypto miners, Watkins breaks down where swing traders should look for opportunity, and where they need to protect capital.T
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