Robert Sinn – US Markets And Commodities – It Really Is Different This Time

The KE Report

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his broad outlook on US tech stocks valuations versus the rest of the market breadth, and the set up in the commodities sector. He points out there are a lot of unique developments in the markets, macroeconomics, and geopolitics where “It really is different this time.” We also get his technical outlook and best practices for speculating on gold, silver, and copper resource stocks.

This is a very wide-ranging and more longer format discussion where we get into a lot of different topics like the mega-cap tech stock dominance and valuations compared to the rest of the market, the divergence in 52 week highs for some while so many are correcting downwards, the meme stock phenomenon resurfacing with Game Stop and Roaring Kitty, and how the A.I. narrative is even spilling over in to the energy demands needed for data centers, and the supply demand fundamentals for copper. Robert breaks down his shorter-term and longer-term technical outlook for gold, silver, and copper. We also dig into the attraction he has with companies pursuing porphyry deposits, and where he is seeing value in the resource stocks.

https://ceo.ca/@goldfinger

Click here to follow Robert on X/Twitter

https://www.youtube.com/@GoldfingerCapital/videos

https://robertsinn.substack.com/