The KE Report

In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down a volatile week across macro markets, reconciling surprising economic releases with muted market reactions and evaluating where global monetary policy is headed next.

• Deconstructing the Labor Data: Why a blowout headline payroll nu...

In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1). David discusses the latest drill results from the Umm Hadid Project in the Kingdom of Saudi Arabia, the structure of the joint venture with Sumo Holding, and the near-term catalysts awaiting investors at the flagship Bethania mine in Peru.

• Umm Hadid Drilling and Disco...

In this Company Update, we chat with Roy Greig, Vice President of Exploration at Getty Copper (TSX-V: GTC, OTCQX: GTCDF), to review recent drill results from the Getty South target within British Columbia's prolific Highland Valley copper district.

• High-Grade Intercepts at Getty South: An initial look at headline results featuring shallow, high-grade copper mineralization alongside broad, bulk-tonn...

In this Company Update, we are joined by Simon Dyakowski, President and Chief Executive Officer of Aztec Minerals (TSX-V: AZT | OTCQB: AZZTF), to break down the latest high-grade drill results from the North Extension target, on the Tombstone Property in Arizona.

Key discussion topics include:

• Expanding the Strike Length at Tombstone: An overview of recent step-out drilling from the North Extension...

We are joined by Michael Rowley, President & CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), to provide the key metrics and takeaways from updated and expanded Mineral Resource Estimate (MRE), over double the prior resources, for its flagship Stillwater West Ni-PGE-Cu-Co + Au project in Montana, USA.   We also unpack the larger value proposition at the Stillwater West project as far as what it w...

Elaine Ellingham, President and CEO, and Jason Brewster, VP of Operations, for Omai Gold Mines Corp. (TSX.V: OMG) (OTCQB: OMGGF), both join me for a special video presentation and visual review of the updated Preliminary Economic Assessment and an exploration update, from the combined Wenot and Gilt deposits at the Company’s 100%-owned Omai Gold Project in Guyana, South America. 

The Omai Gold Property hosts two orogeni...

In this Daily Editorial, we welcome back Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, to break down the broad-based risk-on momentum carrying major indices higher. Joel provides his perspective on market breadth, macro crosscurrents, and where institutional capital is moving across key sectors:

• Underlying Drivers of the Risk-On Move: How short-term overs...

In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and Host of the New Orleans Investment Conference (taking place October 28–31). Brien unpacks the shifting macroeconomic backdrop driving the precious metals complex, the widening divergence between sovereign debt reality and monetary policy, and why gold continues to demonstrate remarkable resilience. We also take a deep dive into mining equity ...

John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic forces at play between monetary policies and fiscal policies, both domestically and internationally. This is accented by the geopolitical ramifications on the inflation outlook, especially as it relates to the energy sector via rising oil and diesel price trends.  We also get John’s outlook on ...

In this Company Introduction, I feature Alex Verge, President and CEO of Journey Energy Inc. (TSX: JOY, OTCQX: JRNGF), to discuss the company’s strategic transition in 2026 advancing the Duvernay Joint Venture with Spartan Delta, including assets sales to fund growth.

• The Duvernay JV Expansion: Discover how Journey’s 30% non-operated joint venture with Spartan Delta in the Duvernay play...

In this Company Update, I am joined by Alex Heath, CEO of Great Pacific Gold (TSXV: GPAC | OTCQX: GPGCF | FRA: V3H). We dive into the latest exploration progress across the company's Wild Dog Project in Papua New Guinea, reviewing the recently completed maiden drill program, ongoing regional field work, and upcoming catalysts across a rapidly expanding target pipeline.

• Maiden Drill Results at Kavas...

In this Company Update, Patrick Highsmith, Chairman and Co-Founder of Firefox Gold Corp. (TSX-V: FFOX | OTCQB: FFOXF | FSE: FIY), discusses recent high-grade drill results from the Mustijärvi Project in Finland and outlines upcoming milestones in the company's systematic exploration program.

• High-Grade Intercepts at the East Zone: A breakdown of the latest down-dip drilling results, including a 1-m...

In this Daily Editorial, host Cory Fleck welcomes Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down the latest price action across the commodity complex and examine the key macro themes driving markets into the fall.

Key Discussion Points

• Structural Commodity Shifts: Exploring how global supply chain securitization, regional fragmentation, and geopolit...

In this Daily Editorial, I am joined by Craig Hemke, Founder and Editor of TF Metals Report, to review the strong August rebound across the precious metals complex and discuss what lies ahead as markets transition into September.

• August Rally & Jackson Hole Reactions: Reviewing the sharp turnaround across gold and mining shares, the market's initial reaction to recent Federal Reserve rhetoric, ...

Macroeconomic uncertainty, persistent inflation, and geopolitical conflicts are reshaping capital flows across the commodity complex. This episode brings together precious metals and energy sector experts to unpack where the real risks and asymmetrical opportunities lie for resource investors. 

• Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, breaks down the current precious...

In this Company Update, we are joined by Ryan O’Regan, CEO of Getty Copper (TSX.V: GTC | OTCQX:GTCDF), to discuss the ongoing progress and exploration momentum across the company's copper assets in south-central British Columbia. Ryan provides an overview of the recently completed spring drill program, discusses the near-surface high-grade intercepts received to date, and outlines the strategic plan for upcoming catalysts acr...

In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack the market fallout following the Federal Reserve's Jackson Hole symposium. Marc provides an in-depth breakdown of shifting central bank communication, fiscal versus monetary policy tensions, and key technical setups across currencies and commodities.

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