Weekend Show – The Difference Between Q1 2023 and 2022; What Sectors Will Continue Higher?

April 1, 2023

Welcome to the KE Report Weekend Show! The end of Q1 2023 was good for many sectors and very different from Q1 2022. We feature 2 generalists; 1 Fund Manager and 1 Partner at a currency firm, to breakdown the sectors they like and the different economic environment. 


Please keep in touch with Shad and me through email. We love hearing your thoughts on the markets and the guests and companies we feature each week. Our email addresses are and


  • Segment 1 and 2 – Dana Lyons, Fund Manager and Editor of The Lyons Report Pro kicks off the show with a focus on the gold market, stocks market, currency market and bond market. We also discuss investor sentiment and how that plays into the Q1 rally. Finally we have Dana share his trading strategy moving forward.
  • Segment 3 and 4 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website wraps up the show by comparing markets and economic data from Q1 2023 to Q1 2022. There are some major differences this year with data and expectations moving forward. For markets we focus on currencies and gold.


Dana Lyons
Marc Chandler
    Apr 01, 2023 01:14 AM

    It is hard to separate politics from investing the two are bedfellows especially in a period of war. There will be resistance to the entangling alliances that Nato has set up in Europe. The longer the war in Ukraine goes on the more there will be opposition from the Senate and public opinion at home. Biden is caught between two fires. He might not realize how they threatened him, but they are spreading. The tide of events is turning against the war, division is taking its place and precious metals do very well in an environment where unity is gone, gold and silver will carry the day. DT

    Apr 01, 2023 01:46 PM

    Thanks for the show!

      Apr 01, 2023 01:44 PM

      Much appreciated Charles.

      Yes, always nice to get Dana & Marc’s perspectives on the markets.

    Apr 01, 2023 01:49 PM

    The trouble with humans is that we are a part of evolution and we have created an artificial intelligence that is taking over our lives and making us extinct. DT

    Apr 01, 2023 01:53 PM

    China and Brazil strike deal to ditch The US dollar. Its happening much faster than anyone could imagine. DT

      Apr 02, 2023 02:08 AM

      Yep, the BRICS nations have clearly been circumventing the US Petrodollar for some time, but this process has escalated more quickly since the US kicked Russia out of the SWIFT banking system. Other nations like India and China started trading with Russia in their own currencies, and mostly ignored sanctions, as has Saudi Arabia recently.

      Seeing Brazil and China reach trading terms outside of the US dollar us just another sign that the age of dollar dominance is coming to a close.

      Just 2-3 years ago people were scoffing at this idea of emerging powerful BRICS nations starting to come up with their own system of exchange. However, it was never a laughing matter, or conspiracy theory, or idea to have been shrugged off by anyone truly paying attention.

      Now it is clearly the East and South, that is scoffing at the old legacy system of the West set up post WW2, that no longer serves their interests or ambitions. Why would these nations sit idle when the US is using the world reserve currency as a weapon to punish it’s political foes?

      The new silk road initiatives of China, and other nations trading oil for other currencies or gold was just the beginning of new system of exchange. The really scary thing will be when the new cental bank digital currencies are unleashed as there will be no going back to the “good old days.”

    Apr 02, 2023 02:54 AM

    Gold Futures Test Key $2000 Resistance into the End of Q1

    David Erfle – The Junior Mining Junky – Friday March 31st, 2023

    “As the final day of a volatile first quarter ends later this afternoon, Gold Futures are looking to close above 12-year resistance at $2000 per ounce on a monthly/quarterly basis for the first time in history. Although bullion priced in U.S. dollars has visited the $2000-$2100 region on two previous occasions over the past 32-months of grinding sideways action, gold bulls were denied of a sustainable breakout to all-time highs each time.”

    “After the past two tests of this all-important zone of overhead resistance failed, there are several reasons for a technical breakout being successful during this current move higher….”

    Apr 02, 2023 02:59 AM

    This has to be the most bullish comment section in many years. To be this dead after all the bullish developments lately just shows how few believe in what’s unfolding and that’s perfect. The longer the majority remains skeptical the better.
    Yes, anything could happen short term as there are a lot of overbought readings and some negative divergences out there but the intermediate and long term look very good so short term weakness should be bought (just my opinion).

      Apr 02, 2023 02:01 PM

      Or some of us are staying quiet so as to not jinx it…..😎……that and the fact I’m in bc for a little vacation.

      I notice that wealth report and investing whisperer both hyping the same stock this weekend….hypercharge…. An EV charging play. I know nothing about it so just pointing it out as a lot of us here are into the critical metals with regards to EV’s so consider it relevant.

        Apr 02, 2023 02:08 PM

        Good one Wolfster!

        Thanks for the heads up on Hypercharge.

      Apr 02, 2023 02:05 PM

      Agreed Matthew, and I was thinking the same thing about the bullish contrarian signal of the low amount of participation or comments on this weekend show blog, right after Gold put in it’s highest quarterly and monthly close on Friday.

      Yep, looks good for accumulating any pullbacks moving forwards…in an eventual move to new highs.

    Apr 02, 2023 02:19 PM
    Apr 02, 2023 02:20 PM

    Like the miners the Canadian dollar bottomed almost 6 months ago.

    Apr 02, 2023 02:52 PM

    My last two weeks have been up even though I have been transferring stocks/funds between brokerage firms and converting stocks currencies between countries. Possibly that fact alone explains the increase, but unless they pick up intervention activities, my account appears to support Matthew’s technicals.

    Apr 02, 2023 02:12 PM

    I’ve been posting this quarterly silver chart for a long time and it looks better than ever. Big moves are coming…

    Apr 02, 2023 02:42 PM

    Hammer thingy closing near high breaking through. Mondays are almost always killers. Never know … new month in a new year.

    Apr 02, 2023 02:10 PM

    I’d like to hear from the Greenspan guy. He hasn’t been around for a while

    Apr 03, 2023 03:25 AM

    OPEC Cuts Nearly 1.2 Million Barrels Per Day, WTI Oil Surges Higher: Winners And Losers

    Logan Kane – Seeking Alpha – Apr. 02, 2023

    Apr 03, 2023 03:08 AM

    ‘Credit Crunches And The Great Stagflation’

    Jesse Felder – The Felder Report – (04/01/2023)

    Apr 03, 2023 03:57 AM

    Off Topic:
    Those up in the Seattle area, may want to stay out of the high areas. I was watching the Weather report a few minutes ago and there was a warning that the Pac NW has the highest warning for “snow avalanche”. I know some of you like to go outside in that part of the world.

      Apr 03, 2023 03:21 PM

      Thanks for the heads up Lakedweller2. I was just out skiing in those said mountainous higher areas over the weekend and it was simply beautiful up there. We did get over a foot of new snow in the last few days… but they extended the ski season, so I’ll take it!

    Apr 03, 2023 03:32 AM

    /NG( may)…..240 minute…..the ABCD down target was 2.01…that was hit to the penny…my buy limit was 2.04……in at 3 pennies from the low…will this low hold…i do not know….i am using BOIL primarily as I learn how to trade w futures…glta