Craig Hemke – Gold Revaluation, Bitcoin Reserves, and the Surge in Precious Metals Prices
Craig Hemke, Founder and Editor of TF Metals Report, joins us to discuss gold’s breakout above $3,000, silver’s continued strength, and the growing momentum in mining stocks. We explore the U.S. government’s potential revaluation of its gold reserves as a means to fund a strategic Bitcoin reserve, analyzing how this move could impact monetary policy, market stability, and the broader financial system.
Craig also breaks down the unusual pricing dislocations in gold and silver markets, highlighting the unprecedented movement of physical metal between vaults and across international borders. As mining stocks respond to record-breaking margins, we examine what this means for investors and whether the sector is finally seeing sustained institutional interest.
The discussion wraps up with a look at the Federal Reserve’s upcoming policy decisions, the shifting global economic landscape, and how geopolitical tensions are influencing precious metals. Craig shares his insights on where gold and silver prices could be headed next and whether this rally has staying power.
Click here to visit Craig’s website – TF Metals Report
Click here to read over the Bill regarding the Bitcoin strategic reserve.
This monthly setup is much different and much better than those of 2016 and 2018. The action that followed the 2015/16 low has really amounted to a huge consolidation/base-building which has set up the best-looking long term buy of the last 40 years, yes, even better than the 2000 low.
https://stockcharts.com/h-sc/ui?s=%24XAU%3A%24SPX&p=M&yr=25&mn=0&dy=0&id=p00464957400&a=1863157534&r=1742242377919&cmd=print
Breakout (tentative but very likely to hold for a monthly close):
https://stockcharts.com/h-sc/ui?s=%24XAU%3A%24SPX&p=M&yr=11&mn=0&dy=0&id=p26047649823&a=1566396857&r=1742242803274&cmd=print
The Nasdaq 100 is weekly oversold vs Gold for the first time in 3 years. The last time it bounced almost 20% from there and then fell 24% to mark a much more important low.
https://stockcharts.com/h-sc/ui?s=%24NDX%3AGLD&p=W&yr=3&mn=9&dy=0&id=p20010977426&a=1769496527
A big head-and-shoulders top is in play for the semiconductors vs the XAU and that ratio is already down 43% since last year’s peak…
https://stockcharts.com/h-sc/ui?s=SOXX%3A%24XAU&p=W&yr=7&mn=0&dy=0&id=p09471528845&a=1340342899
https://www.tradingview.com/x/Wtgm3cxL/
DOLLAR : Possible Double Bottom.
Sold 25% – ASM- @$1.96 for a 4bagger+ this morning
https://tinyurl.com/bddmb9wj
Maximum Saturation.
PMs Topping!
XAU vs SPX took out its October high today which puts it at a level last seen in May 2023:
https://stockcharts.com/h-sc/ui?s=%24XAU%3A%24SPX&p=W&yr=5&mn=5&dy=0&id=p71055843577&a=1899210912