Dana Lyons Commentary – Thu 14 Jan, 2021

Bullishness abounds – What sectors will continue to benefit from this euphoric bull market

Dana Lyons joins me today to share his insights on the sectors he thinks will continue to benefit from this full fledged bull market. Post Election everything has been doing well but we also have to be on guard for a broad pullback and what that could look like sector by sector.

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Comments:
  1. On January 14, 2021 at 2:22 pm,
    cfs says:
    • On January 15, 2021 at 7:01 am,
      Excelsior says:

      Interesting perspective from Rick A.

      I decided to use an inverse ETF to short the Russell this morning, instead of puts on the Russell or puts on the Triple Q’s.

  2. On January 14, 2021 at 3:51 pm,
    Wolfster says:

    Pot plays baby……..going higher and higher…….need I say more???

    • On January 15, 2021 at 4:18 am,
      Excelsior says:

      Thanks for the pot play updates Wolfster and for bringing to our attention Planet 13 Holdings and Red, White, and Bloom. Cheerio!

  3. On January 14, 2021 at 7:11 pm,
    Glenfidish says:

    Great job wolf on the pot plays definitely the future! Will be 100-% winner..

    Remember boys and girls you hear it here first from the glen! Let me remind you right shoulder formation which was said over a month ago lol. Free Ta no other site has the craftsmanship of calls like here with myself including and I’ve nailed it

    Don’t listen to the scare crowd bs $1700 or blah blah blah.. right shoulder formation ready to go higher soon..

    The day me and Matt are gone is the day you will realize all the ta bs and nonsense out there is nothing more then that.. It’s money to be lost and also loss of sleep.

    Don’t listen to sheep listen to knowledge.

    Gold headed higher in due to time.

    Glen

    • On January 15, 2021 at 7:33 am,
      Wolfster says:

      Thanks Glen. Hope you’re bang on again. I’m more or less treading water as mining is my biggest core so the pots and other sectors are just barely staying ahead of my mining losses….well minimizing my gains would be better way to put it. I’m just being a sour puss today

  4. On January 14, 2021 at 7:14 pm,
    Glenfidish says:

    Matt if your out there I know you see what I’m seeing on the daily, weekly! Can you kindly post a chart showing the left shoulder head and right shoulder forming now on this inverse head and shoulder.

    For the record Matt May not agree but he can draw. Could you post it with the details and drawings. I really don’t know how to post a chart here.

    Matt if you can’t I will try and post tomorrow.

    Glen

    • On January 14, 2021 at 10:59 pm,
      Matthew says:

      Glen, that H&S pattern is not ideal but I like what I see even if we ignore it. A move above 1864 will activate a nice little double bottom while a move to a new low would probably spell big trouble for the whole sector. I “like” that part only because it is so clear. A lot of people think we’ve just had the first of two legs down but I don’t think so. It doesn’t look right for that. Of course, a new low doesn’t seem right fundamentally either but then a lot of moves have not seemed fundamentally supported before they happened. That’s why it’s important to go with the charts and not our perceptions most of the time.

      https://stockcharts.com/h-sc/ui?s=%24GOLD&p=D&yr=2&mn=0&dy=0&id=p70455208340&a=624847845

      • On January 15, 2021 at 4:26 am,
        Excelsior says:

        I’d prefer not see those November lows at $1767 approached in Gold.

        https://schrts.co/TAWzjGUV

        • On January 15, 2021 at 4:28 am,
          Excelsior says:

          It would also be ideal to see Gold bottom above the 233 day EMA (in closing price terms).

          • On January 15, 2021 at 5:49 am,
            BDC says:

            How ‘natural’ to use Fibo periods.
            Almost “Hundredth Monkey” stuff.

          • On January 15, 2021 at 6:47 am,
            Excelsior says:

            I’d say the last year has been more unnatural… like 12 Monkeys stuff.

            https://youtu.be/15s4Y9ffW_o?t=3

          • On January 15, 2021 at 6:54 am,
            BDC says:

            Great movie. Classic.
            Willis once tended bar in the East Village!

          • On January 15, 2021 at 7:05 am,
            Excelsior says:

            Nice. Yeah, I’ve watched 12 monkeys about a half dozen times, and it really is a great film, and very pertinent to the year we’ve just had… Cheers!

        • On January 15, 2021 at 8:50 am,
          Glenfidish says:

          Ditto!

          • On January 15, 2021 at 8:51 am,
            Glenfidish says:

            I meant ditto to ex and his numbers and not going lower to them!

      • On January 15, 2021 at 8:50 am,
        Glenfidish says:

        Matthew your chart speaks my tongue lol.. if only I could paint the rest of that chart and late it, it would look like what I’m thinking. But yes I think it’s going to hold here.

        Thanks

  5. On January 14, 2021 at 7:51 pm,
    markedtofuture says:

    General Spalding (@robert_spalding) What is going on with this country? Who’s picture is that on his wall!!

    https://twitter.com/robert_spalding/status/1349879582216904712

  6. On January 14, 2021 at 7:52 pm,
    markedtofuture says:

    Fireside Chat 8 w/ Lin Wood | War with China? Are We Going to See ACTION?

    Did Pence Commit Treason?

    https://rumble.com/vcqw2x-fireside-chat-8-w-lin-wood-war-with-china-are-we-going-to-see-action-did-pe.html

  7. On January 14, 2021 at 10:20 pm,
    Matthew says:
  8. On January 14, 2021 at 11:03 pm,
    Matthew says:

    Two forks in play for gold. Notice that it topped at one and bottomed at the other:
    https://stockcharts.com/h-sc/ui?s=%24GOLD&p=D&yr=1&mn=1&dy=0&id=p01141247760&a=825179902

  9. On January 15, 2021 at 2:10 am,
    Excelsior says:

    (EXN) (EXLLF) Excellon Resources Delivers Strong Q4 2020 Silver Production

    Q4 2020 Production (compared to Q4 2019)
    Jan 14, 2021

    > Silver-equivalent production increased by 18% to 556,332 AgEq oz
    (Q4 2019 – 469,707 AgEq oz)
    – Silver production increased by 37% to 355,581 oz (Q4 2019 – 259,282 oz),
    exceeding Q3 2020 as the strongest quarter of silver production since Q2 2014
    – Lead production increased by 32% to 2.2 million lb (Q4 2019 – 1.7 million lb)
    – Zinc production increased by 19% to 2.5 million lb (Q4 2019 – 2.1 million lb)
    – Continued improvements demonstrate positive impact of ongoing optimizations
    – Record productivity achieved in H2 2020, following restart in late Q2

    https://www.juniorminingnetwork.com/junior-miner-news/press-releases/506-tsx/exn/91127-excellon-delivers-strong-q4-2020-silver-production.html?utm_source=newsletter_1021&utm_medium=email&utm_campaign=junior-mining-brief-for-date-b-j-y

    • On January 15, 2021 at 6:21 am,
      Excelsior says:

      (SVM) Silvercorp Metals Reports Operational Results and the Financial Results Release Date for the Third Quarter of Fiscal 2021

      Jan 15, 2021

      “The Company produced approximately 1.7 million ounces of silver, 900 ounces of gold, 17.1 million pounds of lead, and 8.7 million pounds of zinc, and sold approximately 1.6 million ounces of silver, 800 ounces of gold, 16.8 million pounds of lead, and 9.0 million pounds of zinc in Q3 Fiscal 2021.”

      http://silvercorpmetals.com/news_and_media/news/silvercorp-reports-operational-results-and-the-financial-results-release-date-for-the-third-quarter-of-fiscal-2021-

    • On January 15, 2021 at 7:46 am,
      Excelsior says:

      Added a bit to my EXK Endeavour Silver and EXN Excellon positions, since they’re on sale this morning.

      • On January 15, 2021 at 7:51 am,
        Excelsior says:

        I sold my Vox Royalty position at a nice profit to raise more funds to deploy into individual miners.

  10. On January 15, 2021 at 2:15 am,
    Excelsior says:

    (ANX) (ANXGF) Anaconda Mining Announces Q4 and Full Year 2020 Production Results, Achieves Record Metal Revenue of $41.5 Million

    14 Jan 2021

    “The Company produced 18,268 ounces of gold to meet its annual guidance and achieved record metal revenue of $41.5 million, with excellent performance from the mine and mill operations. We are excited with the commencement of ore processing from our newest mine at Point Rousse, the Argyle Gold Mine, which will provide most of the mill throughput in 2021 as we guide to produce between 18,000 and 19,000 ounces of gold in the upcoming year. With a strong treasury and continued free cash flow generation we begin the year in a robust financial position and with a clear focus on growth.”

    ~Kevin Bullock, President and CEO, Anaconda Mining Inc.

    https://ceo.ca/@accesswire/anaconda-mining-announces-q4-and-full-year-2020-production

  11. On January 15, 2021 at 2:18 am,
    Excelsior says:

    (QMX) (QMXGF) QMX Gold Intersects 196.6m at 1.78 g/t Au Including 5.45 g/t Au Over 33.5m In-Pit at Bonnefond

    by @nasdaq on 14 Jan 2021

    https://ceo.ca/@nasdaq/qmx-gold-intersects-1966m-at-178-gt-au-including

  12. On January 15, 2021 at 3:45 am,
    Excelsior says:

    Interesting post from Goldfinger pointing out the crazy returns (and market froth) in some of the crypto sector.

    __________________________________________________

    @Goldfinger – “Crypto-asset broker $VYGR reached a C$1,000,000,000 market cap at today’s high. VYGR shares are up more than 3,000% in the last year and the company is one of the biggest success stories in the Canadian small cap arena. Voyager’s #crypto trading app has become increasingly popular in recent months as #bitcoin has climbed to all-time highs on an almost daily basis.”

    “Voyager just announced a C$25 million private placement through a best efforts overnight marketed offering.”

    “It will be interesting to see Voyager’s earnings for Q4 2020 and Q1 2021 as its assets under management and trading volumes have risen considerably. In the quarter ended September 30, 2020 the company reported a net loss of C$3,974,000 or $.04 per share.”

    A wise man once said “feed the ducks when they’re quacking”

    — Goldfinger

    https://ceo.ca/index?a764e0feedd7

    • On January 15, 2021 at 5:15 am,
      Wolfster says:

      Damn it. I needed one more little up day to get to my sell 1/2 and own the 1/2 for free.

  13. On January 15, 2021 at 3:55 am,
    Excelsior says:

    (OIII) (OQMGF) O3 Mining Announces Sale Of Garrison Project and Partnership with (ME) (MPUCF) Moneta Porcupine to Develop Timmins Gold Camp

    by @newswire on 14 Jan 2021

    https://ceo.ca/@newswire/o3-mining-announces-sale-of-garrison-project-and-partnership

    • On January 15, 2021 at 3:59 am,
      Excelsior says:

      Acquisition Catapults (MEMoneta to 8.5mn Gold Ounces – In Canada.

      Soar Financial on 14 Jan 2021 #VIDEO

      https://youtu.be/MPYnd15ZNdg

      • On January 15, 2021 at 4:43 am,
        Excelsior says:

        (ME) Moneta

        • On January 15, 2021 at 4:46 am,
          Excelsior says:

          (OIII) (OQMGF) O3 Mining Sale Of Garrison Project and Partnership with (ME) (MPUCF) Moneta Porcupine

          Corporate Presentation Jan 14, 2021:

          https://o3mining.com/wp-content/uploads/O3-Mining_ME-Partnership_Jan14_FV.pdf

          • On January 15, 2021 at 4:50 am,
            Excelsior says:

            The JV for O3 Mining’s Garrison project to be combined with Moneta Porcupine’s Golden Highway project, is a wise strategy, and reminds me a lot of what Treasury Metals did recently to combine their Goliath project with First Mining’s Goldlund project to create a larger combined resource, get better access to funding, and a more attractive path forward for the combo-project moving forward into development and production.

          • On January 15, 2021 at 5:41 am,
            Excelsior says:

            Moneta and O3 have entered into a definitive share purchase agreement whereby Moneta will acquire all the outstanding commons shares of Northern Gold (a subsidiary of O3 which owns the Garrison Project)

            • Moneta will issue approximately 150 million shares to O3 at closing
            • O3 will own approximately 30% of Moneta (pre-financing)

  14. On January 15, 2021 at 4:08 am,
    Excelsior says:

    Stimulus-on-Steroids Cometh

    January 14, 2021- Sprott Money – David Brady

    “It looks like massive stimulus is finally upon us and the only question is how big it will be. The Biden team is considering up to $2 trillion in fiscal stimulus, far in excess of earlier estimates of $750 billion. Recent comments from several Fed members regarding the taper of monthly monetary stimulus seem disingenuous at best, given that the Fed will be required to buy the majority of the new treasury bonds issued to finance that fiscal stimulus, especially as tax receipts fall. This comes on top of a truly gargantuan amount of existing treasury bonds maturing this year.”

    https://www.sprottmoney.com/blog/Stimulus-on-Steroids-Cometh-David-Brady-Jan-14-2021

  15. On January 15, 2021 at 5:16 am,
    BDC says:

    DXY: https://postimg.cc/CzjDrZKK
    Two day Piano Pattern formation.
    Powerful support upon breakout.

    • On January 15, 2021 at 5:30 am,
      BDC says:

      “Beware when Gold and the Dollar rise together.”

      • On January 15, 2021 at 6:59 am,
        Excelsior says:

        Well at present the Dollar is rising while Gold is falling, so… there’s that…

  16. On January 15, 2021 at 5:39 am,
    buzz says:

    Rick Ackerman post (above) to be taken seriously. 20,000 plus troops in Washington to quell a riot?

  17. On January 15, 2021 at 6:08 am,
    BDC says:

    Nine day (inclusive) swing down in Miners.
    Possible “Weekend Wash” underway today.

    • On January 15, 2021 at 6:27 am,
      BDC says:

      Now awaiting bullish bottoming formation,
      and XAU to join GDX and HUI in saturation.

      • On January 15, 2021 at 9:01 am,
        BDC says:

        Beautiful H&S tops in DUST and JDST.

        • On January 15, 2021 at 10:28 am,
          BDC says:

          If there is no reversal up today
          some more downside is possible.
          (New kid GDM is not saturated.)

  18. On January 15, 2021 at 6:39 am,
    Excelsior says:

    This morning as the markets opened I picked up a position in (RWM) ProShares Short Russell2000NYSE.

    The United States is a precarious place at present politically, in complacency, and especially with the economic fallout from the pandemic for small businesses on Main St. still not yet fully registering with Wall St.

    The Russell 2000 has been racing higher and higher for a long time now, and I haven’t shorted the general markets in a long time; but suddenly have a growing feeling that we are about to see some real volatility in the markets.

    • On January 15, 2021 at 7:00 am,
      Wolfster says:

      Have you ever used options as a hedge for selloff Ex???

      • On January 15, 2021 at 7:03 am,
        Excelsior says:

        Wolfster, I don’t generally trade options, and just opted for the inverse ETF to short the Russell in lieu of puts.

    • On January 15, 2021 at 8:53 am,
      Buzz says:

      I just picked up SRTY, proshares ultra short Russell

      • On January 15, 2021 at 1:07 pm,
        Excelsior says:

        I may join you Buzz, and switch over to SRTY for more leverage next week, if it looks like conditions are degrading.

    • On January 15, 2021 at 1:14 pm,
      chris says:

      Joined you on RWM, makes sense with all that is going on.

  19. On January 15, 2021 at 7:16 am,
    Excelsior says:

    Well, I also have been nibbling at mining stocks into this morning’s weakness, and just picked up some HL Hecla shares at $5.39 to get that position going. Over time I’ll move funds from CDE Coeur over to HL, but today, it seemed best to just deploy some dry powder and fire off a cannon ball that direction.

    • On January 15, 2021 at 7:30 am,
      Excelsior says:

      Sold a little (UUUU) Energy Fuels in the premarkets at $4.29, and just picked those shares right back up at $3.93.

      Bought back the (URG) shares at $1.01, that I sold earlier this week at $1.07 and $1.26.

      • On January 15, 2021 at 7:35 am,
        Excelsior says:

        Added a bit more URG at $.97.

        • On January 15, 2021 at 8:18 am,
          Excelsior says:

          I’m not sure what happened to my last post, but I bought some more Sandstorm Gold. I also added to my positions in Endeavour Silver, Excellon, and Americas Gold & Silver, and sold out my position in Vox Royalty. HL and RWM were the only 2 new positions started this morning.

          • On January 15, 2021 at 12:30 pm,
            Excelsior says:

            Added a bit more to my Impact Silver and Golden Minerals positions, and slightly trimmed back my Trevali holdings.

  20. On January 15, 2021 at 8:05 am,
    BDC says:

    Bought some Equinox Warrants (EQXWF).

    • On January 15, 2021 at 8:40 am,
      BDC says:

      Bought some more.

      • On January 15, 2021 at 9:35 am,
        BDC says:

        .41 and .42
        That’s it for today.

        • On January 15, 2021 at 11:44 am,
          BDC says:

          Couldn’t resist — bought more,
          even without GDM confirmation.

          • On January 15, 2021 at 12:07 pm,
            BDC says:

            DXY: https://postimg.cc/gnNwmLT0
            Dollar hunts last recent significant gap!

          • On January 19, 2021 at 12:22 pm,
            BDC says:

            Added some more.

  21. On January 15, 2021 at 2:59 pm,
    BDC says: