The KE Report, Released on 3/13/25

John Rubino joins us to reflect on the reasons why gold, silver, and the precious metals stocks have continued to outshine the macroeconomic turbulence and general market volatility. We start off discussing the strength in the overall precious metals complex, where silver and the PM stocks have followed gold higher in more an overall flight to safety. John points out that many companies have had positive Q4 earnings reports and wide margins and that is becoming more obvious to generalist investors that scan for outperforming market segments. The conversation then shifts to which ways these gold stocks and silver stocks should attract more investors, by either returning capital to shareholders by way of dividends or share buys back, or if they should focus on growth through merger and acquisition transactions. John wants to see smart transactions, and not just growth for growth’s sake, but feels the building cash reserves of the mining stocks will become large enough that they feel compelled to go out and purchase more mines and more ounces. We then wrap up reviewing potential paths forward through all the macroeconomic and geopolitical friction with the Trump administration tariffs, in North America, Europe, and Asia, noting the effects on inflation expectations, the sovereign debt loads, immigration, and global trade. There are a mix of different elements creating uncertainty, and factoring into the further buying of gold by both central banks and global citizens in this current macroeconomic environment. 

John Rubino is the founder of the popular financial website DollarCollapse.com which he sold in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It. He spent the 1980’s on Wall Street as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990’s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at https://rubino.substack.com.

  gold, gold miners, inflation, investing, precious metals, silver