Craig Hemke – Gold Breaks $3,400 as Global Markets Unravel

The KE Report

Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

15d ago 21:37

MP3•Episode home

Craig Hemke, founder and editor of TF Metals Report, joins us to break down an increasingly chaotic market environment where gold surges while nearly everything else sells off.

With the S&P 500 down over 3%, the U.S. dollar dropping 11% in 100 days, and bond yields rising, Craig unpacks what’s driving this unprecedented divergence, and why gold continues to be the major winner.

Key themes we cover:

Capital flight out of U.S. assets and the breakdown of traditional “safe havens”
Why this gold move feels different from any in recent memory
Gold stocks lagging despite surging margins at $3,400 gold
The potential setup for silver to play catch-up as the gold-silver ratio holds above 100
Whether gold stocks could finally decouple from silver and get re-rated on fundamentals

Craig also shares insights on the Commitment of Traders (COT) report, revealing gold’s rally is not driven by overcrowded hedge fund positioning, but possibly a commercial short squeeze.

We close with a look at what gold miners might do with these outsized margins; M&A, dividends, buybacks, or development spending, and whether generalist capital will finally rotate into the sector.

Click here to visit Craig’s website - TF Metals Report

270 episodes

#Trading #Business #KE Report