Brien Lundin - Gold Correlations To Markets and Oil Breaking Down, Portfolio Stock Updates
The KE Report Jun 4, 2026
Summary
Gold's bounce off its 200-day moving average signals a potential bottoming process rather than a temporary pause in the broader bull market.
Lundin argues that gold's traditional correlations with the S&P 500 and oil are breaking down, indicating a major shift in market dynamics.
High-grade drill results in copper and tungsten are driving strong exploration news, while silver is positioned to lead the next precious metals rally.