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Craig Hemke – U.S. Gold Revaluation, Sovereign Wealth Funds, Gold & Silver Market Trends

Cory
February 24, 2025

 

Craig Hemke, Editor of TF Metals Report joins us to discuss the potential U.S. gold revaluation, the formation of a sovereign wealth fund, odd pricing spreads in gold and silver markets, and insights into the performance of gold stocks amidst recent earnings reports.

 

We explore the potential revaluation of gold by the U.S. Treasury and its implications on the national balance sheet and debt management. Craig theorizes the complexities surrounding the concept, including its possible use in a sovereign wealth fund and the logistical and market challenges it would pose. 

 

Additionally, the conversation shifts to the recent price action of gold and silver, dissecting how futures contracts and physical demand interact and impact market behavior. The discussion rounds up with an analysis of the performance of gold stocks, focusing on recent earnings reports, production costs, and the overall sector’s health in a high gold price environment.

 

Click here to visit Craig’s website – TF Metals Report

Discussion
16 Comments
    Feb 24, 2025 24:01 PM

    Boom! Collective Mining released these monster results after the markets closed.

    They’ve really been on a streak of continuous fantastic high-grade drill results, and thankfully they have been one of the handful of gold explorers I’ve been positioned in because the results have been too impressive to ignore….

    _____________________________________________________________________________________________

    Collective Mining Drills Best Intersection to Date at Apollo Returning 106.35 Metres at 9.05 g/t AuEq Within 497.35 Metres at 3.01 g/t AuEq

    24 Feb 2025

    https://ceo.ca/@newswire/collective-mining-drills-best-intersection-to-date

    Feb 25, 2025 25:17 AM

    Merger and Acquisition Opportunities In The Mining Stocks – Part 8

    Excelsior Prosperity w/ Shad Marquitz 02-25-2025 (Equinox Gold + Calibre Mining)

    https://excelsiorprosperity.substack.com/p/merger-and-acquisition-opportunities-dbe

      Feb 25, 2025 25:43 AM

      Hi Ex, I believe you said you had been trimming back some Equinox shares after this M&A, you bought CDE what was the other stock you picked up as well.

      Yesterday LEM Leading Edge Minerals went BOOM!!! I knew that was in the cards. DT

        Feb 25, 2025 25:19 AM

        5 yr. chart is kind of funky …….. IMO

        Feb 25, 2025 25:47 PM

        I also added to Dryden Gold, Blackrock Silver, and Endeavour Silver based on coming news catalysts, trimmed a bit back off my growing Abrasilver position (because it has done so well and swelled up inside my portfolio), but sold out of my Westgold and Steppe Gold positions as they have been underperforming, and while I still like the companies, I was reducing down the number of overall gold positions.

    BDC
    Feb 25, 2025 25:07 AM

    Fractional Reserve Gold, based upon its fairly priced $3000, and at 10:1, will have the effect of $30,000.

    This is a necessary existent, one of three, in the Trinary Monetary Method. BDC

      BDC
      Feb 25, 2025 25:43 AM

      © Trinary Monetary Method

      BDC
      Feb 25, 2025 25:04 AM

      © Fractional Reserve Gold

    Feb 25, 2025 25:55 AM

    Silver getting oversold on all charts from 5 minute to 4 hour chart, daily still has room on the downside but there could be a short recovery IMO…

    https://www.tradingview.com/x/l2LJFk6v/

      Feb 25, 2025 25:59 AM

      SLVD, silver double down, has room on the upside but has moved significantly.

      https://schrts.co/qkGrUQeB

      Feb 25, 2025 25:13 AM

      I’m thinking that silver will test the $31ish level and bounce. Many sources are throwing out MVAs all over the place but I look at it as dollar and 50 cent type of support and resistance levels… maybe from less chart savvy international monetary buyers.

      Feb 25, 2025 25:33 AM

      Looks like the CDNX, TSX venture index, will test the 600 level again and prolly dip through to scare the crap out of investors.

      https://schrts.co/jVThqtaX

        BDC
        Feb 25, 2025 25:26 PM

        Dan, I have begun tracking visual weather (NOAA Min/Max).
        First slide (20 Feb): https://ibb.co/d9jYhC5
        Worth a thousand words!

    Feb 25, 2025 25:37 AM

    Stillwater, PGE, a screaming buy? I may have to find a bit of couch and bottle money and buy some more myself!