Crescat’s Live Market Call – July 5, 2024 Commentary
July 5, 2024 - Covering news from long term inflation, employment expectations, and yield spreads. Gold appears to be consolidating after a breakout from a triple top, and Crescat is positioned to capitalize on this pending move upwards. Quinton Hennigh introduces Victoria Gold Corp before diving into recent news. Learn More »
Crescat’s Live Market Call – June 21, 2024 Commentary
June 21, 2024 - Includes updates on Crescat's strategy for helping create new metal deposits and an analysis of the valuation metrics for top S&P 500 stocks, indicating potential overvaluation. Key indicators such as the yield curve steepening are highlighted as recession signals, and the undervaluation of the junior mining industry is emphasized. Learn More »
Crescat’s Live Market Call – June 14, 2024 Commentary
June 14, 2024 - Looking at long-term inflation expectations, and the overvaluation of different stocks, such as Nvidia. As the tech sector approaches tech bubble levels, and Crescat continues to look at historically cheap small cap holdings specifically within the exploration mining sector. Learn More »
Crescat’s Live Market Call – June 7, 2024 Commentary
June 7, 2024 - The US population continues to rise with unemployment. Money supply is outpacing global central bank assets as gold and base metals prices fluctuate. We believe we are at the beginning on a bull market in copper and Crescat is positioned accordingly. From there, Dr. Hennigh takes over to provide updates on our various companies weekly news. Learn More »
Crescat’s Live Market Call – May 31, 2024 Commentary
May 31, 2024 - The US market remains overextended, and we continue to monitor recession indicators. Comparing money supply to various central banks assets, looking at the gold rush in China and more. From there, the conversation moves towards mining with updates on names you may not have heard from in a while. Learn More »
Crescat’s Live Market Call – May 24, 2024 Commentary
May 24, 2024 - Starting with expected rate cuts, other hedge funds redemption patterns and the impact on inflation. From there, the discussion covers golds historical return pattern, what impact AI could have on investors and global copper production. Finally, Quinton Hennigh takes over to cover the inflow of cash into the mining sector and updates on Crescat’s news releasing companies. Learn More »
Crescat’s Live Market Call – May 17, 2024 Commentary
May 17, 2024 - Here, Kevin highlights our investment strategies focused on undervalued stocks in the mining sector, driven by rigorous evaluation models and expected rises in metal prices. Followed by key insights from Tavi and Quinton, including the global increase in money supply, record-high gold prices, significant potential in emerging markets, and Japan's mining sector. Learn More »
Crescat Live Market Call – May 10, 2024 Commentary
May 10, 2024 - Covering macro and activist mining research updates over various topics including inflation expectations, base metals, and open pit vs. block cave mining. Quinton Hennigh highlights the importance of historical comparisons and grade to make informed investments in the exploration mining space. Learn More »
Crescat’s Live Market Call – May 3, 2024 Commentary
May 3, 2024 - This week's call kicks off with a comparison of gold vs. small-cap explorers, highlighting the number of drills turning at Crescat investments. The team mentions potential opportunities within the Brazilian market and the overvalued US tech sector. Quinton Hennigh provides a detailed breakdown of recent exploration news, displaying a 3D model of prior drilling. Learn More »
Crescat’s Live Market Call – April 26, 2024 Commentary
April 26, 2024 - This week's conversation covers declining free cash flow estimates for tech giants like Microsoft and Alphabet, high levels of asset managers' net long positioning in US Equity Futures, and potential opportunities in undervalued gold-related stocks on the TSX Venture exchange. Learn More »