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Posts Tagged: nick hodge
Nick Hodge discusses the macroeconomic factors moving markets, the Chinese economy, and investing trends in both the copper and lithium markets, along with their related...
Wed 16 Oct, 2024
4 comments
Nick Hodge with his outlook on the beginning of the Fed rate cutting cycle, as shift from growth to value sectors within US equities, and the case for higher commodities prices in copper and uranium...
Wed 18 Sep, 2024
12 comments
Nick Hodge outlines the multiple macroeconomic factors behind the recent market volatility in US equities and commodities. He points to rate-sensitive sectors like gold, utilities, and real estate as...
Thu 8 Aug, 2024
1 comment
Nick Hodge outlines the macroeconomic data that is moving the general equities and commodities, and why he's constructive on oil, gold, and uranium stocks, and what he doing in his own...
Thu 11 Jul, 2024
20 comments
Nick Hodge reviews the recent corrective move in the commodities and resource stocks, sharing reasons he remains constructive for copper, gold, silver, and uranium stocks, despite this consolidation...
Wed 5 Jun, 2024
2 comments
Nick Hodge outlines the macroeconomic and sector specific fundamental reasons why he remains constructive for gold, copper, and uranium stocks, as we continue on with Phase 2 of the commodities...
Wed 8 May, 2024
7 comments
    Welcome to The KE Report Weekend Show! We are sticking to market commentary focused on gold, silver, copper and energy stocks. All...
Sat 13 Apr, 2024
47 comments
Nick Hodge reviews how he is positioning in his portfolio with the breakout in gold and gold stocks, improve fundamentals for copper stocks, and the intact uranium stocks bull market where he's still...
Wed 6 Mar, 2024
0 comment
Nick Hodge reviews the improving macro setup, select opportunities in US equities, the continued bullish outlook for uranium stocks, and copper sector and stock positioning based on improving...
Wed 7 Feb, 2024
15 comments
More nick hodge

Excelsior’s Week In Review – Episode 2 – Surfing The Macroeconomic Waves, Riding High On Uranium Trends, While Oil And Gold Were Pulled Down Under The Riptides

Shad reviews last weeks macroeconomic drivers covering interest rates, US dollar, Jobs Report, inflation, Fed policy, Oil, Copper, Gold, Uranium, resource stocks, and much more…

Sun 10 Dec, 2023
14 comments

Nick Hodge – Focusing On Cycles And Time Frames For General Equities, Gold, Oil, And Commodities

Nick Hodge reviews the importance of recognizing the cyclical time frames of general US equities, gold, oil, or the larger pattern unfolding in the larger commodities supercycle.  

Wed 6 Dec, 2023
6 comments

Nick Hodge – Macro Megatrends That Matter For Gold, Uranium, and Oil Stocks

Nick Hodge reviews the macroeconomic data and trends that matters for gold, uranium, and oil stocks.  

Wed 8 Nov, 2023
3 comments

Nick Hodge – Macroeconomic Data Continues To Weaken Yet Opportunities Remain In The Resource Sector

Nick Hodge reviews the weakening macroeconomic data, but also where he sees opportunities in the commodities and resource stocks.  

Wed 4 Oct, 2023
5 comments

Nick Hodge – Mixed Macro Signals, And Strength In Energy Commodities Like Oil And Uranium

Nick Hodge reviews the current macroeconomic landscape, and then the energy commodities of oil, copper, and uranium, as well as a look at the precious metals sector.

Wed 6 Sep, 2023
2 comments

Weekend Show – Rick Bensignor and Nick Hodge – A Focus On Commodities And Which Ones Have The Best Upside

Welcome to The KE Report Weekend Show! On this Weekend Show we feature a couple generalist investors and newsletter writers to get a handle on…

Sat 12 Aug, 2023
26 comments

Nick Hodge – Macroeconomic Thoughts, And Precious Metals Haves and Have Nots

Nick Hodge, reviews the macroeconomic landscape, and then PM mining stock “haves” and “have-nots.” 

Fri 7 Jul, 2023
1 comment

Nick Hodge – Investing Perspectives On Gold, Oil, Copper, Lithium, and Uranium Resource Stocks

Nick Hodge discusses the investing landscape in gold, oil, copper, lithium, and uranium resource stocks.

Wed 7 Jun, 2023
16 comments

Nick Hodge – Less Liquidity And Rising Volatility Will Be Constructive For Gold

Nick Hodge reviews key macroeconomic trends and related moves in general US equities, commodities, and resource stocks.

Wed 10 May, 2023
16 comments

Nick Hodge – Using The Volatility In Commodities To Compound Gains In Resource Stocks

Nick Hodge review macro investing themes commodities and resource stocks in gold, copper, oil, uranium, and lithium.

Wed 5 Apr, 2023
10 comments

Nick Hodge – Macroeconomic Trends And Commodity Stock Investing In Copper, Gold, and Uranium

Nick Hodge reviews macro themes and investing in copper, gold, and uranium resource stocks.

Wed 8 Mar, 2023
0 comment

Nick Hodge – Investing Themes For The Commodity Super-Cycle In Uranium, Lithium, Copper, And Gold

Nick Hodge reviews investing themes for the commodity super-cycle in uranium, lithium, copper, and gold.

Wed 8 Feb, 2023
5 comments

Nick Hodge – Macroeconomic Themes To Consider When Investing In The New Year

Nick Hodge reviews a range of sectors: general US equities, bonds and interest rates, the US dollar, oil, gold, silver, platinum, battery metals, and much more. 

Wed 4 Jan, 2023
16 comments

Nick Hodge – Macroeconomic Factors Driving Market Sector Trends Moving Into 2023

Nick Hodge with a wide-ranging discussion on the macroeconomic factors driving market sector trends heading into 2023. 

Wed 30 Nov, 2022
30 comments

Nick Hodge – Commodities Supercycle Simply In Countertrend Move Due To Economic Contraction

Nick Hodge discusses the current macroeconomic environment, central banks, bonds, currencies, and commodities, precious metals, and mining stocks.

Thu 27 Oct, 2022
5 comments