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Dave Erfle – Technical Outlook On Precious Metals Complex, 3 New Gold Positions In Retirement Account, Lessons Learned From 3 JMJ Portfolio Winners episode artwork

EPISODE · Aug 5, 2026 · 29 MIN

Dave Erfle – Technical Outlook On Precious Metals Complex, 3 New Gold Positions In Retirement Account, Lessons Learned From 3 JMJ Portfolio Winners

from The KE Report · host KE Report

Dave Erfle, Founder of the Junior Miner Junky, joins me to review the latest price action in the precious metals sector, his technical outlook, major support thresholds, and the historical cycles keeping long-term investors grounded. We also delve into why he recently added 3 new gold names to his retirement account, and key lessons learned from 3 heavily-weighted JMJ portfolio positions. Key discussion points: Precious Metals Could Be Building A Base For The Next Leg Higher: Gold, silver, and the PM stocks have essentially held at key support, and quit going down, with selling exhaustion showing up in the summer doldrums. It could be that the PM sector is just beginning to emerge from a multi-month correction within a larger secular bull market. Technical Levels To Watch On The Gold Sector ETFs: An analysis of key weekly support and resistance levels on both GDX and GDXJ. Dave also points to the longer-term historical peaks for consideration, and even what price levels he considers the “all clear” threshold on if they are obtained. Rotating Oil Profits Into 3 New Gold Positions: Dave shares that a few weeks back he cashed out some well-earned oil stock profits, and rotated them into 3 stocks within his personal retirement account (not the same as the Junior Mining Junk Portfolio). We review the fundamental reasons, and importance of having a solid watchlist to pull from. Alamos Gold Inc. (TSX:AGI; NYSE:AGI) Perpetua Resources Corp. (Nasdaq: PPTA) (TSX: PPTA) New Pacific Metals Corp. (TSX: NUAG) (NYSE-A: NEWP) Learning Lessons From 3 Key JMJ Portfolio Positions: We discuss how his due diligence evolved on the projects, key recent catalysts, quality management teams, key stakeholders, jurisdiction diversification, share structure, and more on these heavily weighted portfolio positions. Montage Gold Corp. (TSX: MAU) (OTCQX: MAUTF) AbraSilver Resource Corp. (TSX: ABRA) (OTCQX: ABBRF) GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF) 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. 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.

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Dave Erfle – Technical Outlook On Precious Metals Complex, 3 New Gold Positions In Retirement Account, Lessons Learned From 3 JMJ Portfolio Winners

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