The KE Report, Released on 4/1/24

John Rubino joins me on this Easter Monday to discuss why he thinks the Fed just capitulated and why gold and silver stocks have started to play catch up to the upside. With the fed projecting 3 rate cuts this year, even with inflation remaining above the 2% target, John sees a number of issues in the economy that is forcing the Fed’s hand. This shift in policy has major market implications, including for commodities. On the precious metals front we look at the equities, which John notes have started to move up over the last week. We look at a couple of the larger royalty companies and more advanced explorers. I also ask about the smaller gold and silver equities in terms of time frame for a prolonged and major run to the upside.

0:00 – Fed rate cuts vs inflation data
3:25 – Testing the water with a rate cut
6:16 – What if the markets only get 1 rate cut this year?
9:00 – Gold and silver stocks are starting to play catch up
11:54 – Rotation into Gold stocks out of what?
14:01 – Smaller gold and silver stocks, when do they move?
18:03 – What makes a PM equity higher quality?

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.

  Fed, federal reserve, gold, gold stocks, investing, precious metals, silver