The KE Report

KE Report
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The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

  1. 7 HRS AGO

    Weekend Show - Josef Schacther and KER QuickTake - Oil, Gold, Silver, Copper & Critical Minerals: Key Technical Levels, The Best Stocks, M&A Deals

    This week’s Weekend Show features Josef Schachter and a KER Market QuickTake analyzing the significant price action across energy and metals. The conversation focuses on the "NACHO" trade in oil, the historic prices for copper, why certain mid-tier producers are outperforming the majors and a couple major M&A deals in the gold and silver space.     Segment 1 & 2 - Josef Schachter, founder and editor of the Schachter Energy Report, joins us to analyze the volatility of the oil and natural gas markets amid geopolitical tensions. Josef discusses the potential for parabolic price spikes if the Iranian conflict persists, the shifting dynamics of global energy supply and demand, and specific growth opportunities within the Canadian energy service sector.  Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/ Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/    Segment 3 & 4 - We wrap up the show with a KER Market QuickTake. We share insights on the resource sector, noting a muted sentiment at the recent Metals Investor Forum in Vancouver compared to earlier in the year. We discuss key technical levels for gold, silver and GDX, the breakout in copper prices and outperforming copper stocks, while also analyzing the significance of major M&A activity (Equinox Gold bid for Orla Mining and Elemental Royalty buying Vizsla Royalty). If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!   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.

    1h 12m

  2. 16 HRS AGO

    BP Silver – Fully-Funded Pathway To Road Construction, Channel Sampling, MAG Survey, Phase 2 Drilling, IP Survey, and Phase 3 Drilling At The Cosuño Silver Project

    Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a review of the fully-funded work programs and pathway to upcoming road construction, channel sampling, MAG Survey, Phase 2 Drilling, IP Survey, and Phase 3 Drilling at the Cosuño Silver Project in Bolivia. We discuss all the levels of exploration data that will collected at each step of all these processes, building upon the successful proof of concept from the initial Phase 1 drill program. The 2026 work program consists of the following key components:   1. Construction of access roads to all principal Cosuño targets.   2. Systematic channel sampling of the principal vein and breccia structures exposed across the property.   3. Completion of a property-wide airborne magnetic ("MAG") survey.   4. A Phase 2 drilling program designed to follow up on the success of the Phase 1 campaign (see news releases dated February 2 and February 27, 2026). The Phase 2 program is budgeted for approximately 2,000 metres of drilling and will focus on: • Testing extensions of high-grade silver intercepts encountered in DH CO-0008 and CO-0009 at Pocañita Chica • Hole # CO-0008 returned 38 m @ 116.39 g/t Ag; including 5 m @ 660.40 g/t Ag; and including 1 m @ 1,655.00 g/t Ag • Hole 3 eCO-0009 returned 58m @ 46.23 g/t Ag; including 6 m @ 147.10 g/t Ag; and including 1 m @ 526.00 g/t Ag. • Initial testing of newly discovered targets by drilling shallow holes ranging from 50 to 100 metres in length. The 1,000-metre-long vein recently discovered at Jalsuri North East is anticipated to be one of these targets. 5. An induced polarization ("IP") geophysical survey over the principal Cosuño targets.   6. Completion of a Phase 3 drilling program. The Phase 3 program will benefit from the integration of geological mapping, channel sampling, MAG and IP geophysical surveys, and prior drilling results.   7. Together, these datasets are expected to improve significantly the Company's understanding of the geometry, continuity, scale, and tenor of the vein and breccia systems across Cosuño. If you have any questions for Tim regarding BP Silver, then please email those into me at Shad@kereport.com.   Click here to follow the latest news from BP Silver Corp 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.

    16 min

  3. 20 HRS AGO

    Marc Chandler - Weekly Market Recap: Global Bond Sell-Off, Economic Reacceleration, the Surging US Dollar

    In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a comprehensive breakdown of a volatile week characterized by a sea of red on Friday across equities and metals, contrasted by a significant rally in the US dollar. Key discussion points include: The G2 Summit and Geopolitical Friction: A look at the conflicting reports following the summit regarding Iran and how these tensions are impacting energy markets and market sentiment. Global Bond Market Sell-Off: An analysis of the sharp rise in the US 10-year yield and why international debt instruments, particularly UK Gilts and German Bunds, are seeing similar pressure. US Economic Reacceleration: Why recent data points to a strengthening US economy, causing a dramatic shift in Federal Reserve rate cut expectations for the remainder of the year. The Surge of the US Dollar: Marc explains the technical drivers behind the dollar’s recovery and why "US Exceptionalism" is creating a divergence between the greenback and other G10 currencies. Commodity Volatility and Hard Assets: A discussion on the recent record highs in copper and the subsequent reversal, alongside the outlook for gold and silver in an inflationary environment.   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.

    18 min

  4. 20 HRS AGO

    Sitka Gold - Updated Resource Estimate Now With Tungsten & Silver

    In this Company Update, I am joined by Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FSE: 1RF). Mike provides a comprehensive breakdown of the May 14th news release regarding the updated Mineral Resource Estimate at the Rhosgobel Gold Deposit within the RC Gold Project. The conversation covers the following key developments: Expanded Mineral Resource Estimate: Mike discusses the official addition of tungsten and silver to the resource at the Rhosgobel deposit, enhancing the overall value of the asset. The Strategic Value of Tungsten: A look at how Sitka Gold’s tungsten grade compares to existing mines and the potential for this critical metal to provide non-dilutive funding and government interest. Silver as a Value Add: An overview of the newly defined silver resource and how it contributes to the bulk-tonnage potential of the project. 2026 Exploration Drilling: Details on the massive 60,000-meter drill program currently underway, including progress at the Rhosgobel and Blackjack deposits. Permitting and Infrastructure Advantages: How the inclusion of critical metals might streamline permitting processes and attract federal infrastructure grants.   If you have any follow up questions for the team at Sitka Gold please email me at Fleck@kereport.com.    Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.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.

    14 min

  5. 1D AGO

    Mercado Minerals - Initial Drill Results From The Copalito Project: 6.50 Metres of 256 g/t Silver and 1.46 g/t Gold

    In this Company Update, we are joined by Dan Rodriguez, Co-Founder and CEO of Mercado Minerals (CSE: MERC). Following the commencement of the 3,000-meter drill program in late March, Mercado Minerals has released the first set of results from their flagship Copalito Project in Sinaloa, Mexico. Dan provides a detailed look at the initial high-grade intercepts and how these results align with the company’s broader exploration strategy. Key discussion points include: Initial Drill Results at Copalito: Dan breaks down the first three holes from the 5 Señores vein, highlighting the significant silver and gold grades encountered. Validation of Historic Data: How the recent re-assaying of historical drill holes confirms the reliability of previous work and strengthens the current geological model. Expansion and New Target Generation: Insights into the discovery of new targets as well as the 250-meter extension of the Cinco Señores vein. Strategic Outlook and Financial Position: A look at the company’s current cash position and the planned approach for interpreting data before launching future exploration phases.   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.    ------------------- 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.

    10 min

  6. 1D AGO

    Craig Hemke - Gold & Silver: Any Clarity On Future Direction?

    In this Daily Editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect the recent volatile price action across the precious metals sector. As silver maintains its footing in a significantly higher price bracket compared to recent years, Craig provides a technical and fundamental outlook on where the floors and ceilings currently sit for the complex. Key discussion points include: Silver’s technical range-bound consolidation: Why the current $65–$95 range is providing critical lines of demarcation for investors and what a breakout above $95 would signify for the next leg higher. The gold-silver ratio and gold’s sensitivity: An analysis of why gold has remained relatively stagnant compared to silver and how Federal Reserve rate hike expectations are weighing on the yellow metal. Paradigm shifts in historical pricing: A look at why silver’s ability to hold above $85 - despite a rallying US Dollar and rising yields - suggests a fundamental change in market dynamics compared to previous cycles. Copper’s influence on the silver trade: Exploring the "Dr. Copper" breakout to all-time highs and how industrial demand and supply hoarding in the red metal are providing a tailwind for silver. Macro drivers and negative real rates: Why the long-term thesis remains tied to the inevitability of yield curve control and the return of deeply negative real interest rates.   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.

    22 min

  7. 1D AGO

    Guanajuato Silver – Comprehensive Update on Q4 2025 Financials, An Early Partial Loan Repayment, 2026 Operations, Development and Exploration

    James Anderson, Chairman & CEO of Guanajuato Silver (TSX.V:GSVR – OTCQX:GSVRF), joins me for a comprehensive update on Q4 2025 financials, year-to-date operations trends, the early partial repayment of their loan to Ocean Partners, the 16,000 meters of underground development work underway, and the key initiatives for their ongoing 75,000 meter drill program at each mine.   Guanajuato Silver produces silver and gold concentrates from the El Cubo Mine Complex, Valenciana Mines Complex, the San Ignacio mine, and their recently acquired Bolanitos Gold-Silver Mine. In addition, the Company produces silver, gold, lead, and zinc concentrates from the Topia mine in northwestern Durango.  In addition to these 5 producing mines, the Company also has 3 past-producing exploration and development projects in their portfolio at the El Horcon Mine, Pinguico Mine, and Cebada Mine.   Q4 2025 Highlights Mine Operating Income of $4.0M represented a 375% increase over Q3; Working Capital of $14.2M vs $5.4M, represented a 163% increase over the previous quarter. Revenue increased by 40% to $22.7M in Q4 from $16.3M in Q3, 2025. Production during Q4 was 295,836 ounces of silver (an increase of 21% over the previous quarter Grades of Silver and Gold were 37% and 15% higher respectively, showing a continued trajectory toward higher quality ounces. Silver represented 64% of total revenue; with 94% of revenue in Q4 derived from silver and gold sales, Guanajuato Silver remains a genuine precious metals producer with outsized leverage to the silver price. Realized prices were $55.54 for silver and $4,161.94 for gold in Q4. Cash and cash equivalents totaled $41.5M at the end of the quarter   James outlines their ongoing 16,000 meters of underground development work paired with the 75,000-meter drill program, currently utilizing 7 drill rigs and with plans to contract 2 more to augment exploration initiatives. This is largest exploration program the company has ever deployed, with some areas getting the first meaningful resource expansion in many years.     If you have any follow up questions for James on Guanajuato Silver, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Guanajuato Silver 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 Guanajuato Silver   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.

    22 min

  8. 1D AGO

    Joel Elconin - Inside The Markets: Is This a "Super Bull" or Irrational Exuberance?

    In this Daily Editorial, we are joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network. Joel shares insights on the market technicals, challenging the "bull market" narrative by highlighting the stark divergence between high-flying tech giants and a struggling retail sector. We dive into the following key topics: The Selective Bull Market: Joel explains why the current rally is far more concentrated than it appears, noting the significant number of S&P 500 stocks hitting new 52-week lows despite record highs in major indices. The Power of Momentum and Algos: A look at how algorithmic trading and "story stocks" are driving valuations like Nvidia and Poet Technologies, often ignoring traditional metrics like P/E ratios. Tech Dominance vs. Retail Weakness: We discuss the breakdown in consumer-facing stocks like Nike and Home Depot, and what this trend signals for the broader health of the American consumer. Contrarian Caution and Inflation: Joel shares his personal outlook on why he remains cautious despite the rally, citing looming concerns over sticky inflation, interest rates, and employment data.   Stocks Mentioned: NVDA, MSFT, AAPL, AMZN, GOOGL, META, TSLA, BRK.A, MU, JPM, NKE, HD, POET, CSCO, INTC, ASML, AVGO.   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/   -------------------- 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.

    18 min
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4.9
out of 5
9 Ratings

About

The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

Information

  • Creator
    KE Report
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    The KE Report

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