"Rate cuts off the table. I don't think there's any major central bank talking about cutting interest rates." With WTI crude passing $103, tech slipping, and Treasury yields diverging, where is the smart money heading? Chief Market Strategist at Bannockburn (@BannockburnCM) Marc Chandler (@CapitalMarc @marcmakingsense) breaks down the macro reality check with @thekereport: - The fading AI investment trade - Oil’s 4-week breakout vs. falling yields - FOMC, BoC & ECB policy expectations - Why Gold & Silver are breaking down Catch the full episode : youtu.be/ZMe1Jm92ZsM #Macro #Investing #Economy #Bonds #Gold #Forex #Trading #CentralBanks

"We've completed 25,000 meters of drilling and extended the strike length to 1.25 km... we're fully funded with an $8.5M balance sheet heading into 2027." @AztecMinerals CEO Simon Dyakowski joins @TheKEReport for a Company Update on the heels of new drill results extending the North Extension target at Tombstone up to 190m west. Discussion highlights: • Latest step-out drill intercepts (115.8m of 0.67 g/t AuEq) • Upcoming Maiden Resource Estimate coming in November • 22 holes pending assays + Q4 metallurgical testwork • Fully funded runway with C$8.5M in cash Listen here: youtu.be/3aqvddVUMJc $AZT.V $AZZTF #Gold #Silver #Mining #Exploration #Tombstone #PreciousMetals

"This is perhaps one of the most violent rotations that you are ever going to see. You've got to pay attention to the rotations, or else you're not following the market correctly." - @SPUS Is the market crashing, or are dip-buyers walking into an overhead supply trap? Joel Elconin (Co-host of @PreMarketPrep) breaks down the tape with @theKEReport: • Red tape on $SPY & $QQQ, but massive green in $PG, $KO, $WMT, & $COST • Why post-earnings reversals on $META & $MU leave retail trapped • The surprise rally in value, retail ($KSS, $LULU), and bonds ($TLT) • Commodity selloffs vs. oil strength Listen to the full episode: youtu.be/W6xO9o51Dd8 #Investing #StockMarket #Trading #Macro #ValueInvesting #PreMarketPrep

"Open interest on COMEX in silver is down 60% from its all-time highs; gold is down 50%... when trading firms hit the offer, they wipe out the bid stack, that’s how you get 6% volatility." Are precious metals putting in a multi-year top, or is an aggressive base forming under the surface? Craig Hemke (@TFMetals) joins @theKEReport to break down: • Secular top vs. bull flag technicals • Q3 producer margins & $NEM reporting • Why COMEX margin rules crushed market liquidity • Navigating downtrends in $GDX and $GDXJ Full breakdown: youtu.be/C5tY7seh07A #Gold #Silver #PreciousMetals #MiningStocks #GDX #Investing

"CoreWeave bonds jumped from 9–10% to 15% in a very short window. When debt costs spike like that, credit markets are pricing in serious AI risk." Is the brutal tech flushout an overdue dip-buying opportunity, or the first crack in the AI trade? @simplertrading Director of Stocks TG Watkins (@TG_ProfitPilot) breaks down the tape with @TheKEReport : - Tech breakdown vs. defensive sector rotation - Why chasing safety plays ($WMT, $HD) carries mean-reversion risk - Gold ($GLD, $GDX) retesting critical technical support - Crypto cycle thesis: Are digital assets decoupling from precious metals? Watch/Listen here: youtu.be/g24eYBNlvvU #Trading #StockMarket #TechnicalAnalysis #TechStocks #Gold #Bitcoin #AI

"15 out of 15 drill holes hit graphitic black shale at our regional properties, proving our MobileMT geophysical model works as we now turn the drills to Viken." New Company Update with Garrett Ainsworth, President & CEO of @district_metals! We discuss: • Mobilizing the drill rig at Viken to test Target Areas A & B • Exploration economics: finding shallow, thick alum shale horizons • Regional exploration across Österkälen, Malgomaj & non-alum shale assets • Sweden's political climate, pro-nuclear sentiment & the pending National Interest status Listen to the full interview on @TheKEReport : youtu.be/hP2ePr8lDX8 $DMX.V | $DMXCF #Uranium #Mining #Exploration #Sweden #CriticalMinerals #EnergyTransition #BatteryMetals

"98% of our holes have hit mineralization across our project... and none of the recent 2026 drilling is included in our current resource or PFS" - Luke Alexander, President & CEO of @NewcoreGold I sat down with Luke Alexander for an in-depth exploration update on the Enchi Gold Project in Ghana. We cover: - An 80,000m drill campaign with ~30,000m of assays still pending - Standout shallow intercepts at Boin (incl. 2.59 g/t Au over 69m) - Infilling high-grade oxide material to optimize early-year mine economics - An ~$80M market cap vs. a $650M post-tax PFS NPV (at current gold prices) - Fully funded through 2026 and into 2027 Listen to the full interview: youtu.be/RAtkq4lMSII $NCAU.V $NCAUF #Gold #Mining #GoldStocks #Exploration #Ghana #PreciousMetals #Investing

“One down day of 50, 60 handles doesn’t make a long-term trend.” - @Spus With the S&P 500 trading at 7,753 against its 50-day moving average of 7,689, headline numbers look resilient, but market breadth tells a different story. Joel Elconin (@Spus), Co-Host of @PreMarketPrep and Founder of Stock Trader Network, joins @theKEReport to discuss: • Collapsing breadth vs. defensive sector rotation• Freight & logistics under pressure ($FDX, $UPS, $JBHT) • Why investors are ignoring 5% T-Bills to chase tech• High-stakes AI earnings tests for $MU, $ORCL, and $GOOGL Full interview: youtu.be/QL_2fWZNXVc #StockMarket #Investing #Trading #SP500 #Earnings #PreMarketPrep

Are paper markets mispricing the hard asset supercycle? On this week's @thekereport Weekend Show: - Brien Lundin (@GoldNewsletter) recaps Beaver Creek, algorithmic yield traps, and why cash-rich juniors are holding out for $4,500+ gold. - Dan Steffens breaks down Saudi pipeline strikes, diesel rationing, a 146 Bcf gas deficit, and unhedged E&Ps trading at $60 oil valuations. Featured tickers & focus names: $EOG, $DVN, $FANG, $CRK, $OVV, $KGEI, $REI, $SOLS, $AEM, $SM. Listen now: youtu.be/RbNCfRmQ2dY #Gold #Silver #Oil #NaturalGas #Energy #Mining #Investing #Commodities #Macro

"Over the past three and a half weeks, the Canadian dollar has only strengthened twice, and each time by less than 0.1%." Is the US Dollar breakout here to stay, or are interest rate expectations overextended? Marc Chandler (@marcmakingsense, @BannockburnCM, @CapitalMarc), Chief Market Strategist at Bannockburn Capital Markets, breaks down Fed rate expectations, global yield divergence, and labor market trends with @TheKEReport . Listen now for key macro insights: youtu.be/XG2esDwN0AI #Forex #USD #InterestRates #Fed #MacroEconomy #Trading #Bonds

"For any monthly move in the S&P of less than a loss of 1%, that’s the worst performance in the history of the equal-weight index, being down over 5% - the worst divergence that we’ve ever seen." Dana Lyons (@JLyonsFundMgmt), Fund Manager and Editor of The Lyons Share Pro, joins @theKEReport to unpack critical technical signals across commodities, equities, and precious metals: • Why the secular commodity bull market remains intact • Downside retracement levels for $SLV and $GLD • Historic breath deterioration: $SPY vs. $RSP divergence • October volatility dynamics & midterm presidential cycle seasonality • Weakness spreading across developed international equities ($EFA) Listen to the complete technical breakdown: youtu.be/DGeKuQXzEt4 #Commodities #Gold #Silver #Copper #StockMarket #Trading #Macro #TechnicalAnalysis

“You can take whatever you want, but price and the tape are going to dictate what the technicals are. Right now, there’s a ton of underlying demand.” The $SPY has chopped sideways for 2 months, but the equal-weight $RSP has dropped for 6 straight weeks. Is capital fleeing, or just hiding in Big Tech? In our latest Daily Editorial on @TheKEReport , Joel Elconin (@premarketprep1 - @Spus) breaks down: • The $50 intraday turnaround in $MU and resilient AI momentum • $TLT bouncing off multi-year lows • Severe breakdowns across $XHB, $XLF, and $XLV • How to trade the technical tape amid election and macro noise Full breakdown here: youtu.be/NTU38ZWYPds #StockMarket #Trading #Investing #PreMarketPrep #AI #Yields #Equities

“The rise in interest rates this time is not a sign of economic strength; it’s a sign of economic weakness.” - Jeff Christian Why are 10-year Treasury yields rattling precious metals, and is the recent pullback an institutional shakeout or a trend reversal? On today’s @TheKEReport Daily Editorial, Jeff Christian, Managing Partner at @CPMGroupLLC, breaks down what macro data is really telling us: • Why bond yields are rising due to deficit debt strain, not GDP growth • Algorithmic selling vs. fundamental institutional demand • Fact-checking the BRICS gold-backed currency narrative • How domestic political dysfunction could ignite gold’s next leg higher • Separating silver's monetary appeal from AI & data center hype Listen to the full conversation here: youtu.be/suQNG-hTuKc #Gold #Silver #Economy #InterestRates #Bonds #Commodities #Investing #MacroEconomics

"The yield on the 30-year long bond is at 23-year highs... there is going to be a point of max pain for the Treasury where we simply cannot afford this level of interest rates." - @TFMetals Treasury yields are spiking, the dollar is surging, and precious metals are testing key support. Yet, mining equities ($GDX, $SIL) are quietly holding up. Craig Hemke joins @theKEReport to break down: • Why miners are decoupling from bullion • The liquidity reality of stock market crashes • High-impact PCE and jobs data dropping this week Full interview: youtu.be/VizRVTUVRvs #Gold #Silver #PreciousMetals #MiningStocks #Macro #Fed #Treasury $GDXJ $SILJ

"A lot of these breadth indicators have gone from 70% positive down to 20% positive... underneath the surface, things have been washed out." Is a broader equity bounce imminent, or are small caps heading lower? We sat down with @TG_ProfitPilot, Director of Stocks at @SimplerTrading, to break down the technical state of the markets: • The K-Shaped Market: $SPX resilience vs. $RSP & $IWM breakdown • Precious Metals: Why $GLD & $GDX may need a sideways chop • Commodities: $CPER driven by AI power & robotics buildouts • Crypto: $BTC cycle lows, SEC signals, and pure vs. hybrid miner plays Full interview and technical playbook: youtu.be/GRuBO0cqWNI #Trading #TechnicalAnalysis #Gold #Bitcoin #Stocks #Macro

"Our target is 100,000 ounces for 10 years in the feasibility study... and we’re designing the mill with the flexibility to scale up to 2,500 tpd to maximize margins." - Charles Funk, CEO of @HeliostarMetals With the Ana Paula Feasibility Study now 34% complete, @HeliostarMetals is hitting key milestones on the path toward commercial gold production: - 25,000m+ conversion drilling complete to support initial 10-year mine life - Mill throughput evaluated at 2,000 tpd with expansion potential to 2,500 tpd - Underground crushing & conveyor system engineered to cut OpEx - 65% reduction in surface disturbance to accelerate permitting - Targeting a mid-2027 construction decision backed by operating cash flows Full interview on @TheKEReport : youtu.be/oBpheDey-hQ $HSTR.V $HSTXF #Gold #Mining #GoldStocks #PreciousMetals #TSXV #Investing

"Consensus sits around $700M–$800M in full-year free cash flow, delivering an estimated 10%–12% FCF yield backed by zero debt and $655M in cash." On this @TheKEReport Company Update, Brian Martin, SVP of Business Development & IR at @OceanaGold ($OGC), details how the intermediate producer is pairing record cash returns with long-term portfolio growth: 🔹 Operational weighting and margin drivers for the back half of the year 🔹 Returning up to $430M to shareholders via tripled dividends and buybacks 🔹 Organic mine-life extensions at Macraes Phase 4 and Waihi North 🔹 Adding the Katanning Gold Project to drive production toward 650koz/yr Listen to the full interview: youtu.be/3JaZ8oFDqI0 #Gold #Mining #PreciousMetals #Investing #GoldStocks #MiningNews #TSX

"141.5m of 1.93 g/t Au, including 80.6m of 3.20 g/t Au at depth!" I caught up with Mike Burke, VP Corporate Development & Director at @SitkaGoldCorp ($SIG.V / $SITKF), to break down new drill results from the RC Gold Project in the Yukon: - High-grade continuity beneath the Blackjack pit shell - Tracing 550m of near-surface gold at Saddle - Structural evidence connecting Blackjack to Eiger - 7 drill rigs turning with 50+ holes pending assays Listen to the full interview: youtu.be/RfF9O9sPBMQ #Gold #Mining #Yukon #GoldStocks #PreciousMetals #Investing #Discovery

“We have over $400M in cash—more than 2x our initial CapEx requirement, and trade at roughly 0.4x NAV compared to peer historical averages of 1.7x.” In this new Company Update on @TheKEReport, @VizslaSilver President & CEO Mike Konnert shares an extensive project and operations update on the Panuco silver-gold project in Mexico: • Government & military security collaboration on-site • Permitting outlook and EIA momentum in Mexico • Major contracts awarded to M3 & FLSmidth • Underground test mine & high-grade expansion drilling • Significant balance sheet strength vs. current market valuation Tune in: youtu.be/fTB4cm1bpQo $VZLA #Silver #PreciousMetals #Mining #Gold #MiningStocks #Investing

"It takes like 15 years now to get something from founded copper to production. It's harder to get the good ore, and efficiency isn't what it used to be." Are commodities finally breaking free from central bank rate hike headwinds? Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets (@BannockburnCM), joins @TheKEReport to unpack the trading desk realities across physical assets: • Crude backwardation vs. $118 Dated Brent • Energy equity cash flows ($XLE, $XOM, $CVX) • Copper's 15-year supply barrier & surging M&A • Gold holding $4,400 with $5,000 on the horizon • The end of globalization & supply chain securitization Tune in to the full breakdown: youtu.be/zGpI4O-HfhM #Commodities #Copper #CrudeOil #Gold #Energy #Macro #Investing #Trading