The KE Report, Released on 3/17/25

Craig Hemke, Founder and Editor of TF Metals Report, joins us to discuss gold’s breakout above $3,000, silver’s continued strength, and the growing momentum in mining stocks. We explore the U.S. government’s potential revaluation of its gold reserves as a means to fund a strategic Bitcoin reserve, analyzing how this move could impact monetary policy, market stability, and the broader financial system. Craig also breaks down the unusual pricing dislocations in gold and silver markets, highlighting the unprecedented movement of physical metal between vaults and across international borders. As mining stocks respond to record-breaking margins, we examine what this means for investors and whether the sector is finally seeing sustained institutional interest. The discussion wraps up with a look at the Federal Reserve’s upcoming policy decisions, the shifting global economic landscape, and how geopolitical tensions are influencing precious metals. Craig shares his insights on where gold and silver prices could be headed next and whether this rally has staying power.

00:00 US Gold Revaluation and Bitcoin Reserve
06:42 Gold and Silver Market Movements
13:42 Impact on Mining Stocks
16:37 Geopolitical Factors and Central Bank Policies
19:38 St. Patrick’s Day and Gold’s Future

Known primarily by his nickname “Turd Ferguson,” Craig Hemke is the founder and editor of the popular TF Metals Report blog and podcast, covering precious metals, the financial markets, and greater economic trends.

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