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.
If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review.
- 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.
Haha! 😆
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.
BDC – good GDX chart. It is going to be intersting to see if it gets capped at that resistance or if it can break on through to the other side.
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.
CJ, During January and February the general stock market turned ragged and unsettled, ((((TRADE WARS)))) and no wonder for with prices still near record levels and the future trend of business highly dubious it is altogether too easy to foresee a time of reckoning ahead.
With the stocks of the smart money investors (BUFFET) moving from strong hands to weak hands, now is not the time to have a hair of the dog, stocks when they fall and I have seen this lately move down very fast, one step up two down is where it is at in the conventional markets. CHEERS, DT
This is what I like about Heliostar:
Heliostar CEO, Charles Funk, commented, “Q4 2024 was a strong start to production for Heliostar. From the close of the transaction on November 7, 2024, to the quarter end, our operating mines generated over C$9.5M in cash flow. The Company’s cash position grew to C$7.7M, and we made the first repayment of our acquisition debt, which has now been fully paid down. The Company also recognized a C$90.5M accounting gain on the independent valuation of our Mexican assets, demonstrating the accretive nature of the transaction. We proceed into 2025 with a strengthened balance sheet, growing production and high-grade exploration results from Ana Paula and La Colorada. We are well set to build Heliostar further in 2025. Cheers, DT
+1 Nice to see Heliostar break up past the prior peak to a higher level this last week. Stellar action from H-star!
I sold my Hartbeestfontein, Driefontein, Kloof, Harmony, and Western Deep Levels long ago but I still have my Durban Roodeport Deep(DRD on the NYSE) which has been very strong lately. Does anyone here have an opinion on DRD or own it? Jim Blanchard of the Gold Stock Newsletter loved DRD so Brian Lundin must know about it. Blanchard thought that DRD was the most leveraged way to own gold back in the last century. Beware the Ides of March.
It’s strong, but keep tabs on a possible pull back this coming week.
(A likely better perspective Sunday night into Monday.)
I swear on my grandmothers dead cat , that , that’s not me doing a runner.
https://i.redd.it/u6ghfar1gqoe1.jpeg