Dave Erfle - Precious Metals Inflection: Navigating Monthly Closes, Divergences, and the 2008 Analog

In this Daily Editorial, hosts Cory and Shad chat with Dave Erfle, Founder and Editor of The Junior Miner Junky, to examine the ongoing correction across the precious metals complex. With crucial monthly closes approaching and major macroeconomic catalysts on deck, Dave breaks down technical inflection points, sector divergences, and disciplined positioning strategies for mining equities. Crucial Technical Levels for Gold and Silver: Dave details key downside triggers in the futures markets, identifying what a monthly close below key support could mean for a deeper stop run. Historical Cycle Analogs: A comparison between current price action and the 2008 correction, highlighting how structural similarities offer clues for the next macro leg. Divergence in Gold Stocks and Producers: Why select mining equities and producer ETFs are exhibiting relative resilience compared to past cyclical corrections. Q3 Earnings and Cost Inflation Pressures: How rising all-in sustaining costs (AISC) and shifting margin profiles are impacting producer valuations during earnings season. Disciplined Capital Allocation & Portfolio Strategy: Dave shares his tactical framework for scaling into high-conviction plays, managing cash reserves, and taking programmatic profits into strength. Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/ ------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ 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 or investment product. Investing in equities, commodities, really everything 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.