Weekend Show – Sean Brodrick & Josef Schachter – How To Play The Uptrend In Commodity Stocks: Gold, Silver, Copper, Uranium, Oil & Nat Gas
Welcome to the KE Report Weekend Show!
With commodities continuing to run higher, on this weekend’s show we focus on where the best opportunities are for investors.
If you enjoy the show, be sure to explore our website (kereport.com), 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!
- Segment 1 & 2 – Sean Brodrick, editor of Wealth Megatrends and Resource Trader kicks off the show highlighting the strength in gold producers, with names like Agnico Eagle, Equinox, and Calibre delivering outsized returns and earnings leverage. He also sees opportunity in silver and copper equities catching up to commodity price moves, while remaining cautious on uranium due to geopolitical uncertainty. Sean notes growing interest in traditional energy stocks like Chevron, EQT, and Schlumberger, pointing to potential upside on any pullbacks.
- Click here to learn more about Sean’s Resource Trader newsletter.
- Segment 3 & 4 – Josef Schachter, Founder and Editor of the Schachter Energy Report outlines his outlook for stable-to-rising natural gas prices driven by cold weather, storage deficits, and record LNG exports, while forecasting a potential $10 oil price spike due to geopolitical tensions. He highlights investor preference for shareholder returns over production growth, names top dividend-paying Canadian energy stocks, and discusses emerging M&A deals and transformative transactions like Inplay Oil’s acquisition of Obsidian assets.
- Click here to learn more about The Schachter Energy Report
DT – If this continues, inflation will likely be cured: with massive deflation! BDC
BDC, Deflation is and always has been on my radar. In 1929 the banks failed to prop up the system with liquidity and that caused the Deflationary Depression of the 1930’s. Now they over liquify everything which is making fiat currency worthless. If they would allow the system to cleanse itself the inevitable depression would be short lived like the one that happened in 1920 just after the first World War.
The only way out of this Ponzi scheme is through a disastrous crash, whether it is Inflationary or Deflationary remains to be seen but it all leads back to my point that The Fed and the government should not manipulate the marketplace. DT
DT, Larry Pesavento has been bearish for at least a quarter, occasionally showing persuasive 1929 charts. Yesterday he was the most bearish ever, having commented with certitude that Southbound is a given. He has 62 years trading experience. Recently his voice has been raspy, as 18 hour charting days have taken their toll. BDC
https://www.youtube.com/user/tfnncorp/videos
P.S. Mike Moor was Larry’s guest Friday; bearish for all except energy, and maybe Gold.
I couldn’t agree more with his bearish view of the stock market. It’s in much worse shape than most realize.
https://www.fibonomics.com/2025/03/gdx-commodity-channel-index.html
GDX : Commodity Channel Index : Topping/Topped?
Markets : DOWN : Beware !!!
Perfect timing for silver to turn back into a monetary metal, haha!
Added Gold & Silver (long term).
Opportunities In Growth-Oriented Gold Producers – Part 10
Excelsior Prosperity w/ Shad Marquitz (03-29-2025)
Minera Alamos (TSXV: MAI) (OTCQX: MAIFF)
https://excelsiorprosperity.substack.com/p/opportunities-in-growth-oriented-cf9
Don’t even know what to say. Horrible.
https://earthworks.org/blog/multiple-dams-fail-at-indonesian-nickel-mining-facilities/
JUST IN CASE……………… anyone missed it…….
CHINESE INSURANCE COMPANIES …… are buying GOLD……
(from SD Bullion)
Hi Jerry, the Chinese Insurance Companies probably send over Chinese Diplomats with briefcases of US currency. The diplomats go into an interior room at SD Bullion where there is a large wooden table with cash machines, the diplomats leave the opened briefcases on the table and exit the room. The employees from SD Bullion enter the room count the cash to verify the purchase and a Brinks truck picks up the bullion and ships it to the Chinese embassy. Because they have diplomatic immunity, they can send it back to mainland China without having to go through customs. LOL! DT 🤣🤣🤣
Do anything to get rid of their USD and convert it into something of value. Pallets of USD sitting all around the world trying to do the same thing.
DT…………….correction….. the article was “FROM” SD Bullion….
I was not saying the Chinese are “BUYING”…from SD…….
SORRY …. for the mix up….. OOTB… 🙂
The dollar has been unable to show any strength for the las month despite its sharp fall to daily oversold readings.
https://stockcharts.com/h-sc/ui?s=%24USD&p=W&yr=7&mn=7&dy=0&id=p45887345209&a=1745667784
Monday…………….and GOLD JUST TOOK OFF…………….Again… 🙂
$3123…….USD….Looking good….
Nice way to start a Monday morning. As stated by OOTB Jerry gold is up nice and drill news from Magna
https://ceo.ca/@newsfile/magna-mining-announces-assay-results-and-provides-an
Thanks for the mention Wolfster……… 🙂
GSVR another forgotten silver company in the ‘buy zone’? Are they not a fledgling producer?
GSVR daily chart, room on the downside still.
BTW, I don’t own any but have concentrated my $$$ in SCZ and PGE and have had a fantastic day today after buying on dips and HOFDL!!!!
PGE, Stillwater…
This from RBC the Royal Bank of Canada:
“1. How important is U.S. trade with Canada, Mexico, and China?
Canada, Mexico, and China combined account for 40% of U.S. trade. These regions make up a sizeable share of essential imports for energy products and groceries, alongside automobiles and intermediate products necessary for U.S. manufacturing. American consumers rely on these imports since consumer demand exceeds domestic production for many goods. The implementation of tariffs is likely to have a significant near-term impact on the U.S. economy, because the U.S. is not able to immediately ramp up oil production, grow more produce or increase production capacity for many goods.”
When the US gets a cold Canada contracts pneumonia, however you look at it if the tariffs are kept in place for even 3 months the impact will be notable and the lower and middle classes will bear the brunt of these actions. Real inflation not transitory inflation will result as the economy slows down. Governments should not be directing the marketplace the end result is always a disaster. DT