Dana Lyons Commentary – Fri 8 Dec, 2017

International Markets Are Looking Attractive

Dana Lyons kicks off today with comments on why he thinks international markets are a good investment for a long term play. He notes that the markets are just beginning a new up cycle after bottoming last year. Considering most markets are up around the world he is seeing an opportunity where not a lot are looking.

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  1. On December 8, 2017 at 8:35 am,
    CFS says:

    Low interest rates are inducing investor insanity.

    • On December 8, 2017 at 9:03 am,
      OOTB Jerry says:


  2. On December 8, 2017 at 8:47 am,
    CFS says:

    “A lower dollar will help emerging markets”


    Can you explain how increasing prices of their goods for sale to the US will help?
    The US, after all, is the world’s biggest consumer.

    • On December 8, 2017 at 9:19 am,
      Matthew says:

      A cheap dollar makes the repayment of external debt less burdensome and is good for commodities.

      • On December 8, 2017 at 9:24 am,
        CFS says:

        I agree, Matthew, but does that imply stimulation of sales or increased profit-margins?

        • On December 8, 2017 at 9:26 am,
          Excelsior says:

          Not every country only trades with the USA. It will help trade amongst other nations.

          It is the US that will be paying more for goods, and combined with rising commodity prices that spells out inflation for Americans in the not so distant future.

          • On December 10, 2017 at 8:36 am,
            David Teitelman says:

            Bingo! The overdue inflation/rise in the $, is at the brink of reversing the long emerginging market up trend. Also; Trump favors bussiness, which grows by raising prises & or sales.

        • On December 8, 2017 at 9:31 am,
          Matthew says:

          CFS, not necessarily but I think it generally does now. You’ve likely seen it firsthand in your travels.

    • On December 8, 2017 at 9:24 am,
      Excelsior says:

      Good interview Cory & Dana.

      It is timely for me, in that I just actually rotated some of the funds in my boring retirement fund full of US Mutual funds and bonds, into about 30% Emerging markets and international businesses about 2 weeks ago.

      It’s a big world out there and I’m ready to throw some funds at businesses and funds in other countries as they continue their growth mode over the next decade.

      When the 2008 crisis played out, I decided to get very aggressive in the funding of my retirement account, expecting US stocks to rally for a few years with the Fed money. However, I didn’t anticipate anything as high or prolonged as this bull market in general stock indexes has played out. Lucky for me, I rarely touch that account, and figured I’d let it rip with with masses. However, after mulling over the lofty levels of the general markets and looking at the global backdrop, I figured moving 1/3 of that account into overseas businesses seemed like a good way to diversify a bit outside of the US.

  3. On December 8, 2017 at 8:50 am,
    Paul L says:

    I gave the buy signal for xop at around 34.50 2 days ago. It is now 35.55 and headed to near 37 next week and this time it might breakout to 38 if oil can get past 59. Next big move in oil could take it to about 62. Oil needed a $3 correction as it has been doing lately.

  4. On December 8, 2017 at 9:27 am,
    Robert Moriarty says:

    Keith Barron on Novo

    Is Novo’s Pilbara Discovery a Paradigm Shift in Economic Geology?


    • On December 8, 2017 at 9:53 am,
      OOTB Jerry says:


    • On December 8, 2017 at 10:25 am,
      Excelsior says:

      Good article Bob M. This exploration story for Novo Resources and the other companies he mentioned like the Fruta del Norte in Ecuador, or Pretium’s nuggety deposit in BC were interesting food for thought.

    • On December 8, 2017 at 1:19 pm,
      bonzo barzini says:

      Thanks, Bob. Very informative. Glad I bought NSRPF !

  5. On December 8, 2017 at 9:54 am,
    b says:

    according to that article it all depends on what QH wants to do.
    Is he going to start?

  6. On December 8, 2017 at 10:06 am,
    CFS says:

    QH said he’s going to trench more, didn’t he?

    • On December 8, 2017 at 11:08 am,
      b says:

      I think thats what he said cfs, which means hes not digging gold outta the ground.
      my guess, is thats when the run up in share price happens, the question is when will he start?

      • On December 8, 2017 at 1:15 pm,
        Robert Moriarty says:


        The 20,000 ton bulk tonnage permit was a total surprise to Quinton. He’s been thinking that he was going to have to do a heap of trenching, for which they are permitted, to validate the grade and project. The 20,000 ton permit is a game changer and a gift from heaven for both companies. KB says $100 an ounce production but he’s being ultra conservative. They can do it for $60 an ounce all in cost.

        Naturally grade control is going to be important but if they can do it for trenching, they can do it for bulk tonnage.

  7. On December 8, 2017 at 10:11 am,
    CFS says:

    If the price of Bitcoin holds above $10K, The CBOE and COMEX have made the contract size too large.
    On 35% margin, volatile contracts around $50K in size are going to be a mess.

    • On December 8, 2017 at 11:18 am,
      JohnK says:

      In the furures there are two margins. Where is the other one?

      • On December 8, 2017 at 1:17 pm,
        Robert Moriarty says:

        Initial margin and maintenance margin. With commodities changing 10% in a day they are going to want a lot up front and will sell out clients in minutes, not hours. The timing is probably the closest to a kiss of death to the whole scam that you will ever see.

        • On December 8, 2017 at 1:21 pm,
          bonzo barzini says:

          I’d rather own 4000 shares of NSRPF than 1 bitcoin.

  8. On December 8, 2017 at 10:23 am,
    Excelsior says:

    Mexus Gold (MXSG)
    Gold recovery Merrill Crowe system now operational at the Santa Elena mine
    December 4th, 2017

    “Our shareholders won’t have to wait long to get news of gold being produced at the Santa Elena mine. All parties involved have worked tirelessly to bring the Santa Elena mine to this point. Mexus, MarMar, and numerous specialists have done what is necessary to fix the issues at the mine and bring us to where we are today.” added CEO Paul Thompson.


  9. On December 10, 2017 at 8:56 am,
    David Teitelman says:

    Both US & emerging markets have reached “over priced to value”: Thus, a correction is comming .. probably .. in January. I’ll park my 401K into a fixed rate Bond about then. If war breaks out, I’ll shift to HII.