Crescat's Market Call - November 8th, 2024 Commentary

Covering charts from Crescat’s recent research letter, this weeks Market Call kicks off with important macro updates from @TaviCosta and @crescatkevin. From there, Dr. Quinton Hennigh provides updates on recent news from exploration companies Crescat invests in. Including Sitka Gold, Western Alaska Minerals, and a newer holding, Electrum Discovery Corp.

0:00 Introduction
2:00 Tavi Costa Macro
21:07 Kevin Smith Macro
47:16 Quinton Hennigh Introduction
49:32 Sitka Gold Update
1:00:31 Yukon Metals Update
1:02:12 Electrum Discovery Corp Update
1:14:12 Red Canyon Update
1:21:34 Western Alaska Minerals Update
1:26:09 Altamira Gold Update
1:28:27 Newfound Gold Update
1:33:02 Puma Exploration Update
1:34:44 Conclusion

Find us Online:
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital

Important Disclosures:

[BlueWaterSTAX]

Well done guys. We appreciate the updates. Commodities super cycle inbound 👌

[JesseLivermore-ff]

The poor I-80 gold seal pup got hit so hard today, the club shattered taking off almost -60% in a single day. Did a bit of internet searching and discovered I-80, NFG, and Snow where Q’s top three picked earlier this year, along with the fact that Canadian mining exploration companies are the victim of an unrelenting wave of naked shorts feasting after the untick rule was eliminated driving down the market value leading to more dilution and then more naked shorting. a vicious cycle if there ever was one.