In this conversation with John Feneck of Feneck Consulting, we break down what the latest gold and silver move is signaling, why dips are getting bought faster than in past cycles, and what that shift means for 2026 expectations.
John explains why mining equities are not always reacting the way people expect on strong metal days, what to watch in ETF behavior, and how capital flows and financings are changing the setup in small caps. He also lays out his framework for picking names, near term catalysts over long dated stories, and why certain deal structures, share ownership, and management alignment matter more than hype in a hot tape.
Information for this briefing was found via the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
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