The KE Report, Released on 5/26/26

In this Daily Editorial, we are joined by Craig Hemke, founder and editor of the TF Metals Report, to parse through the conflicting signals currently driving the precious metals sector. Despite broader market optimism and a rally in mining stocks today, gold and silver prices have remained relatively flat. Craig shares his insights on what is causing this divergence and what investors should expect next.

00:00 Miners Rally, Metals Lag
02:26 Option Expiration Pinning
06:29 Charts, Volume, and Headline Risk
09:54 Q2 Earnings Expectations
12:49 M&A Talk and Holding Strategy
14:59 Portfolio Approach and Beating GDX
17:31 What Could Break the Bull Case

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.

  Craig Hemke, gold, precious metals, silver