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Posts Tagged: investor sentiment
Erik Wetterling, The Hedgeless Horseman, with a nuanced discussion on how company valuations can shift more due to investor sentiment than on actual fundamentals and newsflow during precious metals...
Tue 28 Oct, 2025
2 comments
Erik Wetterling, The Hedgeless Horseman, reviews how different stages of the precious metals stocks are responding to the outsized corrections lately in gold and silver prices, and why he prefers the...
Tue 21 Oct, 2025
1 comment
Erik Wetterling, The Hedgeless Horseman, reviews why the value proposition in the exploration alpha plays are based around news catalysts and milestones, more so that higher metals prices.  He...
Mon 22 Sep, 2025
29 comments
Erik Wetterling, The Hedgeless Horseman, review his key takeaways from the PM Summit in Beaver Creek, resource sector opportunities he sees in PM stocks, his reaction to the merger of First Nordic...
Tue 16 Sep, 2025
4 comments
  Fresh off the Beaver Creek Precious Metals Summit, Cory and Shad break down what they saw and heard across meetings with companies, funds,...
Mon 15 Sep, 2025
13 comments
Erik Wetterling, The Hedgeless Horseman, discusses the psychological part of investing and adjustments to company valuations as sector sentiment improves in this precious metals bull market....
Wed 3 Sep, 2025
17 comments
Erik Wetterling, The Hedgeless Horseman, reviews gold, silver, and copper stocks for different trends in price performance, sentiment, and momentum across various stages of of resource stocks within...
Mon 4 Aug, 2025
18 comments
  In this KE Report daily editorial, I’m joined by Erik Wetterling, founder and editor of The Hedgeless Horseman, for a deep dive into...
Mon 14 Jul, 2025
0 comment
Erik Wetterling,The Hedgeless Horseman, joins me for a bigger-picture and candid conversation around investor sentiment, disconnects in valuations that we are seeing across the PM sector in most of...
Tue 1 Jul, 2025
8 comments
More investor sentiment

Weekend Show – Rick Bensignor & Joel Elconin – Markets in a Holding Pattern? We Break Down Stocks, Gold, Bonds, and Retail Sentiment

  On this Weekend Show, we explore the market’s stunning rebound with two seasoned traders – Rick Bensignor and Joel Elconin. From U.S. equities and…

Sat 17 May, 2025
29 comments

Erik Wetterling – Pricing Dislocations Due To Market Volatility Create Opportunities For Portfolio Value Shuffling

Erik Wetterling, The Hedgeless Horseman, discusses the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities due to tariff tantrums.

Tue 8 Apr, 2025
3 comments

Silver Tiger Metals – SMI Conference Update, Permitting Improvements In Mexico, Ongoing Exploration And Development Work At The El Tigre Project

Glenn Jessome, CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), unpacks the key takeaways from the (SMI) conference, the sentiment from retail and institutional investors in Europe, the continued permitting improvements from the new political administration in Mexico, and the ongoing exploration and development work at its 100% owned, silver-gold El Tigre Project in Mexico.

Thu 20 Mar, 2025
1 comment

Erik Wetterling – PDAC Recap – Which Stocks Were Hot And Which Ones Were Not

Erik Wetterling, The Hedgeless Horseman, recaps his key takeaways from the (PDAC) Prospector and Developers Association of Canada conference in Toronto earlier this month and which stocks were trending with investors and which ones stayed overlooked.

Thu 13 Mar, 2025
1 comment

Dana Lyons – Moderately Defensive Broad US Market Outlook, Continued Rotation Into Value Sectors, And Capital Flows Into European Markets

Dana Lyons shares why they are continuing to take a moderately defensive posture in the broader US general equities in the near-term, having gone short some sectors back in December, and pointing out the rotation of some funds from growth stocks into value stocks in this latest corrective move in the weighted indexes.  We also get into some of the capital flows into Europe and other overseas markets like China.

Fri 7 Mar, 2025
1 comment

Robert Sinn – Gold And Silver Had A Good January – How Will This Filter Down Into PM Mining Stocks?

Robert Sinn, (aka Goldfinger) shares his technical outlook on gold’s breakout, and silver’s move higher last week and over the month of January; along with how these moves in the PMs are filtering down into the precious metals stocks. We also discuss the Chinese economy and investing psychology.

Sun 2 Feb, 2025
14 comments

Silver Tiger Metals – A Sentiment Shift In Precious Metals, More Mining Permits Have Been Issued In Mexico, And Deeper Drilling At El Tigre Building Towards An Underground Mining PEA

Glenn Jessome, CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), discusses the positive shift in sentiment from precious metals investors, the better project economics at record gold prices, the additional Mexican mining permits that have been issued, and a look ahead to all the underground exploration and development work initiatives building towards a Preliminary Economic Study on the underground mining phase, at the El Tigre Silver-Gold Project in Mexico.

Thu 30 Jan, 2025
3 comments

Robert Sinn – Sentiment Is Bullish, But Not Euphoric In Gold, Silver, Copper, and Uranium

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his outlook on gold, silver, copper, uranium, and their related resource stocks, along with key takeaways from a recent mining conference.

Thu 24 Oct, 2024
14 comments

Joel Elconin – Market Sentiment Has Changed, The Bears Are In Control

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of PreMarket Prep joins us to delve into the recent market pullback, with the…

Fri 6 Sep, 2024
1 comment

Erik Wetterling – Updates On First Nordic Metals, Brixton Metals, and Goliath Resources

Erik Wetterling,The Hedgeless Horseman, discuss three junior companies (First Nordic Metals, Brixton Metals, Goliath Resources) with recent news out to the market; along with the bizarre environment of gold hitting all-time highs while there still a lot of trepidation and investor apathy for investing longer-term in the junior precious metals stocks.

Wed 17 Jul, 2024
4 comments

Robert Sinn – Key MIF Takeaways And Best Strategies For Speculating On Gold, Silver, and Copper Stocks

Robert Sinn, (aka Goldfinger and CeoTechnican) shares his key investing takeaways from the MIF, and best practices for speculating on gold, silver, and copper resource stocks, and which kind of companies have his attention.

Mon 13 May, 2024
3 comments

Jordan Roy-Byrne – As The PMs Pause In The Near-Term, Gold Still Projects To Over $5,000 By Late 2026

Jordan Roy-Byrne reviews both his near-term and longer-term technical outlook for gold, silver, GDX, GDXJ, and SILJ, along with why he still likes growth-oriented gold producers, gold developers of size, and silver optional plays.

Wed 10 Apr, 2024
19 comments

Erik Wetterling – PDAC Takeaways, Gold Sector Sentiment, Momentum Investors Chasing Cryptos, and Alpha Versus Beta Resource Stocks

Erik Wetterling reviews his key takeaways from the PDAC conference, trends in precious metals stocks sentiment, momentum traders distracted chasing cryptos, and a deeper dive into portfolio positioning between alpha catalyst stocks, and beta optionality stocks.

Thu 14 Mar, 2024
2 comments

Dave Erfle – Several Factors Stacking Up Showing Improving Sentiment In Precious Metals

Dave Erfle,The Junior Miner Junky, highlights a few different factors stacking up that show improving sentiment in the precious metals sector, and key technical levels to watch in gold, silver, GDX, and GDXJ.

Thu 14 Mar, 2024
1 comment

Craig Hemke – Parsing The COT Data, Gold Majors Earnings, Value Vs Growth, Sector Sentiment, And Macroeconomic Movers

Craig Hemke with a wide-ranging discussion on the silver COT Reports, earnings from gold major producers, value versus growth, sector sentiment vs margins on valuations and the macroeconomic movers he has his eyes on moving forward.

Thu 22 Feb, 2024
13 comments

Craig Hemke – Breaking Down The Silver COT Report To Reveal When Markets Turn

Craig Hemke, breaks down what he is seeing on the silver COT Report data, and how trends in open interest between the banks versus the speculative hedge funds can reveal when markets turn at both intermediate tops and bottoms.

Thu 15 Feb, 2024
2 comments

Erik Wetterling – Big Disconnect In Current Market Cap Valuations Versus The Sum Of Their Parts

Erik Wetterling, The Hedgeless Horseman. reviews the ridiculous valuations seen in the resource stocks, that don’t match the sum of their parts, because the sector sentiment remains so depressed.

Thu 25 Jan, 2024
21 comments

Dave Erfle – Technical Outlook On Gold, GDX, GDXJ, Silver, And the PM Juniors

Dave Erfle reviews the technical setup in gold, GDX, GDXJ, and Silver, as well as the health of different segments and stages of the PM equities.

Thu 18 Jan, 2024
40 comments

Robert Sinn – Talking Technicals And Fundamentals For Gold, Silver, PM Stocks, Copper, and Copper Stocks With Goldfinger

Robert Sinn, (aka Goldfinger) shares his fundamental and technical outlook on gold, silver, the  precious metals stocks, copper, and the copper stocks, as we roll along into 2024.

Wed 10 Jan, 2024
14 comments

Erik Wetterling – Reviewing The Recent Trading Volatility Around Hercules Silver

Erik Wetterling, The Hedgeless Horseman, review some value investing lessons from the recent trading volatility around Hercules Silver (BIG.V) (BADEF) over the last few months. 

Thu 4 Jan, 2024
9 comments