Jordan Rusche

Jordan Rusche is the founder of Mining Stock Monkey, an independent mining investment research platform focused on precious metals producers and royalty companies. Through his Substack-based service, Rusche provides in-depth earnings analysis, valuation frameworks, and active portfolio monitoring for investors navigating the gold and silver mining sector. His approach emphasizes rigorous fundamental analysis of quarterly earnings reports, drilling down into key metrics that matter for mining company performance.

Rusche's analytical framework centers on understanding the interplay between commodity prices and mining company margins. He consistently stresses caution when buying mining stocks at elevated commodity prices, pointing out that margin compression risks can erode returns even when metal prices are rising. His coverage spans a universe of well-known producers and royalty companies including Endeavour Mining, B2Gold, Royal Gold, and Altius Minerals, providing investors with nuanced, data-driven assessments of value propositions across the sector.

What distinguishes Rusche's work is his focus on execution risk and operational realities in mining. He regularly highlights how mine construction costs, production challenges, and operational missteps can heavily impact shareholder returns—factors that pure commodity price analysis often overlooks. His active portfolio monitoring service provides timely updates when stocks move on earnings or news, helping investors distinguish between temporary dips worth buying and structural thesis changes that warrant exiting positions.

Rusche has become a recognized voice in the mining investment community through regular appearances on the KE Report and other resource investment media, where he breaks down complex earnings reports and valuation topics for retail and professional investors alike. His willingness to discuss specific companies and provide actionable analysis has earned him a following among investors seeking clear-eyed, no-hype coverage of the precious metals mining space.