
Cory Fleck and Shad Marquitz reconnect after a brief summer break to digest the latest price action across the commodity space. They take a close look at what’s driving the current market grind and where key sectors could be heading as the seasonal lull plays out. Key Discussion Points: Summer doldrums in full effect: Why low liquidity and quiet trading volume are keeping precious metals and broader commodities stuck in correction territory. Fed policy and bond market realities: What rising ten-year yields mean for dollar strength and metals momentum. Gold and silver chart setups: Looking at whether precious metals are quietly building a floor or just pausing before another leg lower. Copper resilience versus equity lag: Why physical copper price action has stayed sturdy while copper stocks continue to drag. Energy market wildcards: How ongoing geopolitical tension, crude swings, and shifting supply lines affect oil, and longer term potential future demand for natural gas, uranium, and critical minerals. Navigating junior mining stocks: What investors need to keep in mind regarding cash burn, drill results, and tight financing conditions. Please let us know your thoughts in the comments or through email! Our email addresses are Fleck@kereport.com and Shad@kereport.com ----------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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