Dana Lyons Commentary – Fri 21 Jul, 2017

Long Term Yields At Key Inflection Point – Be Ready For Higher Rates!

Fund Manager Dana Lyons thinks we are in for rising yields over the long term. We look at the charts as well as some other factors that make Dana and his team believe this will be a long term trend. Dana also comments on the broad equity markets and if they will start breaking down.

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  1. On July 21, 2017 at 7:59 am,
    CFS says:

    Unless the Fed decides to crash the US monetary system, fundamentals dictate that interest rates CANNOT rise much.

    • On July 21, 2017 at 8:08 am,
      Matthew says:

      Real rates can’t rise much but nominal rates can. This will be bad for stocks, bonds and the dollar but great for gold.

  2. On July 21, 2017 at 8:44 am,
    CFS says:

    It is clear the current worldwide monetary system is in a mess, primarily due to high debt levels.
    This is compounded by the mess in unregulated derivatives such as interest rate swaps.
    How long the can could be kicked down the road depends on how you think the world will resolve the problem.
    Unlike Jim Rickards, I do not believe the situation will be resolved by issuing more SDRs.
    I believe the new monetary system will be evolved out of a number of government-developed block-chain currencies; a second generation set of “crypto”-currencies.
    These, however, will take some time to develop and the can will be kicked down the road until they are.
    The difference between a crypto-currency like Bitcoin and the newer generation will be in the knowledge and control that governments have over the transactions that occur.
    I believe this will happen because of the incredible control it will enable governments to have over its citizens.
    They would be able to track all monetary transactions.
    It would probably be touted as an anti-crime measure, but it is so much more.
    Iy would allow immediate collection of taxes, be they sales, transaction or even wealth taxes. Nothing could be hidden from Governments any more.
    More people have cell phones in the world than have bank accounts and many governments have long wanted to go to a cashless society.
    The main problem will be in developing international agreements.
    Clearly China and Russian appear to want to be heading towards gold-backed crypto-currency systems. Many other governments, India, Sweden, Australia, seem to just headed towards cashless societies. It will take time to develop a new monetary system, but the writing is on the wall. Until then the system will not be allowed to collapse, and part of that is that interest rates will not be allowed to rise significantly.

    • On July 21, 2017 at 12:52 pm,
      Robert Moriarty says:


      Governments caused the debt problem, they are not going to be the solution. They won’t solve it with SDRs because why would anyone trust SDRs any more than any other fiat currency? Crypto currencies are an accident waiting to happen and when enough people have lost enough money in Bitcon they won’t touch them either.

      Crypto currencies and blockchain are different. A gold backed blockchain currency would work. But it won’t be a cryptocurrency. For all of the reasons investors love Bitcon, governments hate it and can kill it in a moment and will.

  3. On July 21, 2017 at 8:49 am,
    CFS says:

    Brother John F, reluctant preppers:


    • On July 21, 2017 at 9:13 am,
      OOTB Jerry says:

      What is your take away thought….?

      • On July 21, 2017 at 9:17 am,
        OOTB Jerry says:

        He lacks knowledge on gold,as he admitted.

        • On July 21, 2017 at 9:19 am,
          OOTB Jerry says:

          Silver needs to break $22…..same as my thoughts.

  4. On July 21, 2017 at 9:01 am,
    CFS says:

    Chris Martensen on TFMetals


  5. On July 21, 2017 at 9:02 am,
    Ebolan says:

    Interesting Schiff interview plus check out his place in Puerto Rico


    • On July 21, 2017 at 9:04 am,
      Ebolan says:

      The everything bubble…bubble in stocks, bonds, housing, autos, credit cards, student debt, gooberment debt, all debt….

      • On July 21, 2017 at 9:24 am,
        OOTB Jerry says:

        Same story….anything new,should I waste my time?

    • On July 21, 2017 at 9:22 am,
      OOTB Jerry says:

      I bet he has a big mortgage…lol

    • On July 21, 2017 at 10:12 am,
      CFS says:

      Peter Schiff just not understand cryptos.

      It is what you don’t realize you don’t know that will get you in the end:

      What the dollar vigilante does not realize is the vulnerability of exchanges.
      The distributed ledger system of cryptos may not be vulnerable yet, but it is transfer of fiat in and out that is the week point.

      • On July 21, 2017 at 10:26 am,
        Matthew says:

        I’m with Peter. No matter how good any individual crypto might be, the number of them that can be created is infinite.

        The masses typically conflate big gains with low risk when, in fact, big gains reflect just the opposite. There’s no reason why BC couldn’t go to $5,000 or… $50.

        • On July 21, 2017 at 12:53 pm,
          Robert Moriarty says:


          Or zero.

          • On July 21, 2017 at 2:57 pm,
            Bonzo Barzini says:

            I’d rather take my chances with Novo than Bitcoin

  6. On July 21, 2017 at 9:03 am,
    CFS says:
  7. On July 21, 2017 at 11:05 am,
    Markedtofuture says:

    Gold in Japan, a Nation Unexplored for Many Years

    Bob Moriarty
    Jul 21, 2017

    Even though Japan, being on the Ring of Fire, has a long history of high-grade gold mines, the industry has been mostly quiet since the middle of World War II when gold mining in the country stopped.

    The highest-grade operating gold mine in the world today is located in Japan with a head grade of over 40 g/t gold.


    • On July 21, 2017 at 11:18 am,
      OOTB Jerry says:


      • On July 21, 2017 at 12:16 pm,
        Excelsior says:

        Bob tipped off the KER crew to Irving quite some time ago. long before it surged, but it still has a long way to run if they keep making exploration discoveries.

        There is also another company called Japan Gold that has been doing some interesting work in areas without any modern day exploration techniques.

  8. On July 21, 2017 at 12:55 pm,
    Robert Moriarty says:


    Japan Gold has management issues and from a tactical point of view, they are doing the wrong thing in Japan. They will fail. Irving will succeed.

    • On July 21, 2017 at 1:45 pm,
      Excelsior says:

      Thanks Bob M. I have heard a lot of chatter about them over at ceo.ca because they are sponsors, but just liked the idea of Japan being explored again with a modern approach, but like we always say, it’s the management team and their strategy that makes or breaks most companies.

      For Japan – I’ll limit my sites to Irving then. Much appreciated.

      • On July 21, 2017 at 1:47 pm,
        Excelsior says:

        The value per ton of their rock, when you shared those calculations last, was quite staggering.

        • On July 21, 2017 at 1:52 pm,
          Excelsior says:

          I see now that they are referenced in the more recent article:

          “Seven months ago, in mid-December of 2016 Irving posted a press release saying they had taken grab samples that assayed as high as 480 g/t Au and 9660 g/t Ag. For those who can’t do math in their head, that rock is worth over $24,000 a ton.”

  9. On July 21, 2017 at 2:35 pm,
    Robert Moriarty says:


    If you look at a price chart of JG since they came out, you will see at once what the story was. It was a dump and pump.

    • On July 21, 2017 at 4:52 pm,
      Excelsior says:

      Gotcha. Won’t be the first and won’t be the last as far as Pump-n-dumps.

      Thanks for the heads up sir.