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The KE Report

The KE Report, Shad Marquitz

The KE Report provides exclusive interviews, focused on investing in resource stocks, with private money managers and sub $10 billion market cap companies. Multiple interviews are published daily.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues400SubscribersRead kereport.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Commodities Supercycle & The "Hated" Asset Playbook with Trader Ferg

The investment landscape is shifting as the post-pandemic world refocuses on raw materials and global supply chains. In this interview, Trader Ferg breaks down his contrarian philosophy of buying “left-for-dead” sectors that are showing the...

5 days ago
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The Great Rotation: Dana Lyons on the 20-Year Shift from Tech to Global Value

After two decades of U.S. technology stocks leading the charge, the market is witnessing a historic regime change. Fund Manager Dana Lyons breaks down why the recent breakout in international equities and value sectors isn’t just a flash in...

6 days ago
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Where Is Rick Rule Investing His Money? Selling Silver at $100, Buying Quality Stocks, and Rotating Into Oil & Gas

In this episode, legendary investor Rick Rule, Founder of Rule Investment Media, breaks down his contrarian strategy for 2026. As silver and junior miners experience parabolic “hockey stick” moves, Rule discusses the discipline of selling i...

9 days ago
2
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12 Company Interviews From This Week - PRIZ.CN, WRLG.V, MRDO.V, AUMB.V, GSVR.V, MTA.V, KNG.V, EMP.V, SM.V, NICU.V, GGA.V, AGAG.V

This week’s interviews span the full resource spectrum - from maiden drill programs and commercial production milestones, to a royalty company posting record revenues and a transformational merger creating a larger multi-mine producer.

10 days ago
1
0

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Authors

The writers behind this newsletter.

  • The KE Report

    The KE Report provides exclusive interviews, focused on investing in resource stocks, with private money managers and sub $10 billion market cap stocks. Multiple interviews are published daily.

  • Shad Marquitz

    Independent investor, mostly focused on the resource sector, and Co-host over at the Korelin Economics Report. -- Ever Upward!

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