Derek Moore is joined by Shane Skinner to talk about silver prices going parabolic while Gold, Copper, Platinum, and other metals are clocking in gains. Does the rally continue? They, they look at how well international markets have done crushing the S&P 500 Index this year where Spain's IBEX 35 and South Korea's KOSPI are the top dogs that no one saw coming. Later, they discussed the attribution to gains this year including how much it is due to earnings growth vs the growth of the forward PE multiple. Finally, discussing how much the S&P 500 Index companies' turnover (and have done so at a much higher rate recently) showing the value of owning a momentum index that is diversified.

Oil vs Gold Ratio

Silver, Gold, Platinum, and Copper all rallying

Surprising international markets crushing it this year including Spain and Korea

Russell 2000 Index consensus 2026 earnings forecast sees EPS growing 61% in 2026

What is the Santa Claus rally?

S&P 500 Index Company Turnover and disruption

Why own indexes and is the S&P 500 Index a momentum index?

Earnings growth vs multiple expansion responsible for market gains in 2025

Yardeni Research projects gold to hit $6000 in 2026 and $10,000 by 2030

Does the national deficit matter?

Energy commodities vs metals

Truck Tonnage Index decouples with the S&P 500 Index performance

TIPS bonds may not help you during inflationary periods due to duration interest rate risk

Mentioned in this Episode

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek derek.moore@zegainvestments.com