Weekend Show – Peter Boockvar & Brien Lundin – Market Uncertainty, Recession Fears, Tariff Wars, Gold At $3,000
Welcome to The KE Report Weekend Show!
On this weekend’s show we focus on the continued decline in US markets, how tariff wars are impacting markets, and the outperformance of precious metals with gold now at $3,000.
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- Segment 1 and 2 – Peter Boockvar, Chief Investment Officer Bleakley Financial Group and Editor of The Boock Report on Substack kicks off the show with a deep dive into market weakness, the impact of U.S. tariffs on global trade, the fading AI stock rally, growing investor interest in commodities like gold and industrial metals, and the Fed’s tough position on rate cuts.
- Segment 3 & 4 – Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference (November 2-5 2025) joins us to discuss the growing investor momentum in gold and silver stocks as they finally respond to rising metal prices. He discusses the sector’s outperformance, strong earnings, and increased interest from generalist investors shifting capital into mining equities.
https://www.tradingview.com/x/UgpIcgeg/
DOLLAR : Expander Pattern Bottom.
Holding : Gold Topping?
https://www.tradingview.com/x/UCRMIhwS/
GDX : Top Test Coming Soon,
Pull Back Possible.
https://www.tradingview.com/x/2c7bvjsB/
NatGas : Brakes Being Applied.
I think it is rally time in general stock market and PM equities. Top holdings TSLA, GOOG, DAL, MSFT, PAAS, AG, EXK. NEM, GOLD
The divergence between SPXL (lower) and TECL (held) was telling. Up for now.
Absolutely! I think general stock market is setting up for a nice spring rally. Apple is another stock to add to the buy list.
I swear on my grandmothers dead cat , that , that’s not me doing a runner.
https://i.redd.it/u6ghfar1gqoe1.jpeg