Activist Mining Section – Live Market Call 6/5/26
June 5, 2026 - Activist mining slides from Crescat’s Live Market Call on 6/5/26. Learn More »
Crescat’s Live Market Call – June 5th, 2026 Commentary
June 5, 2026 - Kevin Smith and Nathaniel Gilbert opened the June 5 Live Market Call with a macroeconomic review, highlighting the historical relationship between stocks and inflation, and the growing burden of U.S. government interest expenses relative to GDP and total debt. The discussion then shifted to a broad update on junior mining and exploration companies, covering precious metals, uranium, nickel, and copper opportunities, with commentary on recent developments, drill results, exploration programs, and investment outlooks for companies including Silver Bow Mining, Sitka Gold, Eskay Mining, Goliath Resources, Yukon Metals, Condor Resources, Orestone Mining, Cantex Mine Development, Alaska Silver, Hannan Metals, BCM Resources, Fathom Nickel, Cosa Resources, and Aztec Minerals. Learn More »
Vulnerabilities from SpaceX IPO – YahooFinance Interview
May 28, 2026 - Crescat Founder & CIO, Kevin Smith, is featured on Yahoo Finance for a segment covering the large-cap market risks of the pending SpaceX IPO and rotational small-cap value opportunities in exploration mining. Learn More »
Activist Mining Section – Live Market Call 5/22/26
May 22, 2026 - Activist mining slides from Crescat’s Live Market Call on 5/22/26. Learn More »
Activist Mining Section – Live Market Call 5/8/26
May 10, 2026 - Activist mining slides from Crescat’s Live Market Call on 5/8/26. Learn More »
Crescat Capital’s Kevin Smith Covers the Three Biggest Risks Facing Investors Right Now
April 27, 2026 - Crescat Founder and CIO Kevin Smith joins NYSE TV to discuss the Iran inflation shock, the bubble in A.I. stocks, and the hawkish incoming Fed chair. Learn More »
Crescat’s Live Market Call – April 10th, 2026 Commentary
April 10, 2026 - This week’s Live Market Call covers our macro-outlook, including a potential major depreciation of the US dollar and a corresponding rise in commodities like gold. The discussion touches on a "great rotation" out of overvalued large-cap equities and into undervalued assets like precious metals, highlighting periods where gold has historically outperformed the S&P 500. Dive into our investment in Tectonic Metals, a gold exploration company with promising drill results in Alaska. Learn More »
Crescat’s Live Market Call – March 27th, 2026 Commentary
March 27, 2026 - On this live market call, Crescat's Senior Energy Advisor, Lisa Thieme, analyzed the impact of the Iran conflict on oil and gas prices, highlighting the potential for a stagflationary shock. CIO Kevin Smith and Analyst Nathaniel Gilbert provided macro updates, discussing the bullish case for gold and a potential breakdown in the overvalued S&P 500. They emphasized a "great rotation" out of large-cap equities and into undervalued commodities like precious metals. Learn More »
FundFire: Gold in Them Thar Funds? Hedge Managers Weigh Precious Metals Exposure
March 25, 2026 - At Crescat Capital, we're not just watching the markets; we're anticipating the next big shift. We believe a "great rotation" out of overvalued tech and into undervalued precious metals is underway. The fundamentals for gold and silver are stronger than ever. Don't miss out on what we see as a historic investment opportunity. Learn More »
Barrons: This Copper Stock Is Worth Mining. The Metal’s Boom Is On.
March 16, 2026 - The article explores why the dip provides a compelling buying opportunity for investors and includes insight from Kevin on why he sees this as the beginning of a new long-term bull market for copper. Learn More »