Dana Lyons Commentary – Thu 8 Aug, 2019

Is the buy the dip mentality starting to change for US markets?

Dana Lyons, Fund Manager has stated in the past that he was taking a buy the dip mentality for the US markets and gold. As we discuss today that is changing a bit and he is looking to be more defensive for in his portfolio management. Also Dana has some very interesting comments on why he thinks it is not just the Fed and trade wars leading to the uneasiness in the markets.

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Comments:
  1. On August 8, 2019 at 2:48 pm,
    Excelsior says:

    Yes the mentality has now changed.

    “Buy the dip” has turned into, “Don’t Buy, or you’re the Dip.”

  2. On August 8, 2019 at 3:32 pm,
    cfs says:
  3. On August 8, 2019 at 3:37 pm,
    cfs says:

    Google, Facebook, Instagram, Twitter are biased and NEED breaking up:

    https://thehill.com/policy/technology/456694-senate-republican-campaign-arm-says-it-will-stop-twitter-spending-over

    They clearly are NOT ACTING as unbiased publishers.

  4. On August 8, 2019 at 3:40 pm,
    cfs says:

    ILHAN OMAR should be in JAIL not Congress.

    https://www.youtube.com/watch?v=ISYvtR7MWE8

  5. On August 8, 2019 at 3:42 pm,
    cfs says:

    Many Large American companies are not acting in the best interest of either their shareholders or the United States.

    https://www.theatlantic.com/magazine/archive/2019/09/nicolas-lemann-binyamin-appelbaum-economics/594718/

  6. On August 8, 2019 at 3:59 pm,
    Nigel says:

    To be honest I think ‘Buy the dip’ is still there. In fact i suspect we’ll see new highs and the market will go up for longer then you can believe or makes any sense. Will it crash, of course it will, but I think that may be a 2020 event or even 2021. JMHO.

  7. On August 8, 2019 at 5:01 pm,
    cfs says:

    https://youtu.be/

    Ira’s metalsOq_4317THWo?t=13

  8. On August 8, 2019 at 5:05 pm,
    cfs says:
  9. On August 8, 2019 at 5:11 pm,
    cfs says:
  10. On August 8, 2019 at 5:16 pm,
    cfs says:

    Strzok suing, McCabe suing , Comey suing….?
    Wonder if there is collusion among those suing, trying to tie up DoJ/Whitehouse.

  11. On August 8, 2019 at 5:47 pm,
    CFS says:
  12. On August 8, 2019 at 5:58 pm,
    cfs says:

    People talk about auto market turning down…bad for the economy.
    (well, there’s usually a down turn at this time as new models not far away.)
    Student debt at an all-time high…..Bad, Bad, bad (not actually that it’s at an all time high)
    For those who are actually interested at looking at raw data, instead of trusting newspapers…..

    https://www.federalreserve.gov/releases/G19/current/

    I’m amazed newspapers are still in business, sometimes.

  13. On August 8, 2019 at 6:05 pm,
    cfs says:

    Then there’s jobs:
    https://youtu.be/A6TF1eGzMeo

  14. On August 9, 2019 at 5:43 am,
    OOTB Jerry says:

    Charles Nenner………
    Gold (Dec futures)
    Most of our new subscribers want to know about Gold.
    Last year, when we predicted a new bull market, nobody was interested.
    Now, all investors are looking to buy gold.
    It does worry us, all this bullishness.
    Cycles are toppy.
    A close below 1,500 will be a sell signal.

    • On August 9, 2019 at 5:44 am,
      OOTB Jerry says:

      Note…….take away from article……Last year, when we predicted a new bull market, nobody was interested.
      Now, all investors are looking to buy gold.

    • On August 9, 2019 at 5:52 am,
      OOTB Jerry says:

      6:38p ET Thursday, August 8, 2019

      Dear Friend of GATA and Gold:

      In a letter he titles “Too Early to Throw in the Towel on Central Bank Gold-Market Rigging,” our friend J.U. writes

      “Great piece you wrote about precious metals breaking out to the upside (http://gata.org/node/19326) but I suspect it is way too early to think that central bank market riggers have thrown in the towel on suppressing them.

      “What I see, despite all the excitement of gold and silver bugs, is the setting of a bull trap much like what happened to silver at the hands of [White House Chief of Staff] Bill Daley when silver was allowed to run up to nearly $50 and then was smashed down to take all the wind out of the sails of the silver bulls, and silver has remained firmly under the control of the market riggers since, trapped in a narrow trading range between $14 and $17 for years now.

      • On August 9, 2019 at 5:53 am,
        OOTB Jerry says:

        Sorry……..the above post……should be separate….not included in Nenner’s comment

    • On August 9, 2019 at 5:54 am,
      OOTB Jerry says:

      “Once they get as many longs in the bull trap as they can, they will smash silver again as they always do. As long as prices are set on the New York Commodities Exchange, there is no hope.
      “I have watched this charade for too many years to believe it is coming to an end, especially when the Federal Reserve is about to embark on another round of ‘quantitative easing’ and the last thing it wants is to have gold and silver going nuts while they are trying to keep in the air all the balls they are juggling.”

    • On August 9, 2019 at 5:56 am,
      OOTB Jerry says:

      Gold on the other Hand…….
      But now there is so much clamor from governments and central banks for currency devaluation — and, it seems, so much grasping by certain central banks for gold — serious downward pressure on the monetary metals may be very hard to maintain.

      During the rise of the metals from 2000-2011 central bank policy seemed to be one of controlled retreat as they made cash settlements of their longstanding gold leases and disguised them as gold sales.

      Central banks may revert to controlled retreat now that demand for the metals is increasing as a hedge against the insanity of the world financial system and the central banks themselves are splitting into opposing factions.