KER Market QuickTake - Silver at $90! Why Aren’t the Stocks Exploding?

In this KER Market Quick Take, the first market discussion of 2026, we dive into the explosive moves across precious metals - particularly silver’s historic surge above $90 - while questioning why mining equities continue to lag far behind the metals themselves.

Despite gold reaching new all-time highs and silver delivering one of its strongest breakouts in decades, investor enthusiasm toward precious metal stocks remains surprisingly muted. Cory and Shad break down the disconnect, explore sector rotation into industrial and energy metals, and explain what could finally ignite the next leg higher for miners.

Let us know your thoughts on the KER Market QuickTakes - Fleck@kereport.com and Shad@kereport.com

Timestamps
00:00 Metals Market Overview
00:36 Silver Stocks Performance
04:28 Gold Market Insights
08:48 Broader Metals and Market Trends
15:06 Investment Strategies and Portfolio Moves
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.