Crescat’s Live Market Call – August 23, 2024 Commentary
August 23, 2024 - Learn More »
Crescat’s Live Market Call – August 16, 2024 Commentary
August 16, 2024 - Key topics discussed include the rising S&P 500 price-to-book ratio, the growing divide between cheap value stocks and overvalued growth stocks, total known ETF gold holdings, and gold reaching record highs. Additionally, the video addresses the tech sector's overweight position in the S&P 500 and provides updates on the latest mining and exploration news. Learn More »
Crescat’s Live Market Call – August 9, 2024 Commentary
August 9, 2024 - The video discusses the potential margin exhaustion in mega-cap tech companies and why the Federal Reserve may need to significantly cut interest rates soon. It also compares the performance of the technology and resources sectors within the S&P 500, while examining the relationship between the Fed's balance sheet and the 2-year Treasury yield, providing broader market insights from Crescat Capital. Finally, the team covers important updates that occurred in the exploration mining field this week. Learn More »
Crescat’s Live Market Call – July 26, 2024 Commentary
July 26, 2024 - We believe the two main macro developments since 2020 are the resurgence of inflation and the rise in interest rates. Charts displaying long term inflation expectations and the S&P 500 number of 2% down days jumped in July. From there, Quinton Hennigh provides a detailed update on Snowline Gold and other explorers. Learn More »
Crescat’s Live Market Call – July 19, 2024 Commentary
July 19, 2024 - Discussed the anticipated market shift from large-cap growth to small-cap value stocks and highlighted significant declines in semiconductor stocks. The call also included updates on mining projects, particularly positive drilling results at a few junior explorers, indicating promising mineral intrusions. Learn More »
Crescat’s Live Market Call – July 12, 2024 Commentary
July 12, 2024 - Kevin kicks things off by covering a heat map of the S&P 500, as well as earnings and estimates. From there, Tavi transitions to why we at Crescat believe gold is positioned to breakout, and supports his thinking with various historical examples and current set ups. Finally Quinton wraps things up by covering a plethora of news from the exploration mining industry this week. Learn More »
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 »