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Weekend Show – First Show of 2024 Replay – Mike Larson & Dana Lyons – Buy The Dip Is Back For Many Sector

Cory
December 28, 2024

 

 

This is a replay of the first Weekend Show of 2024. We featured 2 of our favorite generalist guests sharing their outlook for 2024. I always find it interesting at the end of the year to go back and recap what we were talking about to kick off the year. As we all saw in 2024, if you were bullish you did quite well. 

 

Thanks for tuning into the show through the year. We hope you all had a very happy New Year and successful 2025! 

  • Segment 1 and 2 – Mike Larson, Editor in Chief at MoneyShow kicks off the show by providing his outlook for markets. interest rates, gold, copper, Bitcoin and oil. He explains the drivers behind each asset class shares his investing strategy for the current market.
  • Segment 3 and 4 – Dana Lyons, Fund Manager and Editor of the Lyons Share Pro joins us to share the sectors he thinks are buy the dip and those that are still stuck in a range. Sectors we focus on include the S&P, bonds, gold, GDX, oil and energy service stocks.

 

 


Mike Larson
Dana Lyons
Discussion
24 Comments
    Dec 28, 2024 28:45 AM

    I watched a discussion between Kai Hoffman who is an analyst based in Germany and John Rubino. German industry is dismantling and moving to countries where energy is cheap particularly the US. In the past a lot of manufacturing from Europe and America moved to China. Those days are over because The Chinese don’t play by the rules. Germany is being gutted, and it means that Europe is falling apart because it was propped up by the German industrial powerhouse. When the people with the skills take their knowledge and wealth to another country it won’t return. The immigrants that have settled there now do not share the same values.

    It is a tectonic shift because it means that Russia which has all the mineral wealth will be aligned with China and the rest of Asia as it seeks to sell its resources. The BRIC’s will only get stronger and assume a greater portion of the world economy.

    For every action there is a re-action which isn’t always obvious until the dust settles. The destruction of the Nordstream pipelines has had a huge effect in shaping our World. DT

      BDC
      Dec 28, 2024 28:34 AM

      “German industry is dismantling and moving to countries where energy is cheap particularly the US.”

      DT – For such to unfold Trump must follow through on his 2013 CPAC promise to encourage/allow unrestrained immigration of ‘Europeans’ into the USA. German industriousness is located in its higher levels of working class (its lower levels are ‘woke’ like many other places). There is much more to unfold related to this. Thanks for the heads up! – BDC

      P.S. Kai Hoffmann – https://www.youtube.com/@SoarFinancially/videos

        Dec 28, 2024 28:05 AM

        Agreed BDC, from what I am reading The German Industrialists are dismantling their industry and shipping it to Wisconsin and Texas to name a few states along with their people that have the necessary skill sets as part of the move. DT

          Dec 28, 2024 28:01 AM

          Believe energy costs and constant flip flopping by government hasn’t helped….auto industry also effected by dropping sales in China ironically cuz of the EV production by China which is also effecting sales elsewhere for German auto makers.

      Jan 01, 2025 01:47 AM

      The Chinese don’t play by the rules. The rules made up by US are made to be broken and the Chinese are just the ones to do that, which pisses them off since they are not capable of doing anything constructive about it.

    Dec 28, 2024 28:53 PM

    I am going to put in a stink bid on Monday and Tuesday for more NFG, I hope someone unloads because I will be waiting. I can’t get enough of this stock at these prices. LOL! DT

    BDC
    Dec 28, 2024 28:02 PM

    https://www.fibonomics.com/2024/12/markets-stan-harley-top.html
    Markets : Stan Harley Top? : Gartley Bear Patterns : Weak Dow

    Dec 28, 2024 28:02 PM

    Is This A Buy The Dip Moment In The Junior Silver Stocks?

    Excelsior Prosperity w/ Shad Marquitz (12/28/2024)

    https://excelsiorprosperity.substack.com/p/is-this-a-buy-the-dip-moment-in-the

      Dec 28, 2024 28:56 PM

      Hi Ex, trying to figure out why the silver stocks are going down can be clarified if you go to a bar and have a few drinks, when life gets silly the bar always has reasonable answers! Beer Wisdom Cheers! LOL! DT

        Dec 29, 2024 29:22 AM

        Hello DC…………. I like Your thinking …. Many a problem have been solved in a pub………………………… lol

          Dec 29, 2024 29:36 AM

          That is sound advice DT and Irish T. 🍻

    Dec 29, 2024 29:05 PM

    Many, many times I have tried to speak to IR (Investor Relations) at a company and have sent e-mails and 90% of the time I get no response. Promotion and exposure are necessary to get investors buying into and staying interested in a company, a lot of companies don’t understand this, but the good ones do. DT 👍

      Dec 29, 2024 29:19 PM

      Welcome to the club DT. I’m amazed at just how terrible the mining sector is overall as far as these companies actually running like professional businesses. More times than not the Investor Relations / Corporate Development / Marketing divisions and personnel are simply atrocious. For being publicly traded companies, some of them are outpaced in customer service by neighborhood lemonade stands. There are notable exceptions with really solid Corp Dev and IR teams though that we absolutely appreciate working with.

      Sometimes it takes me months or upwards of a year to get people on the corporate team to take their own marketing serious enough to come onto the KE Report (and our growing audience of tens of thousands of resource investors) to record a 15-20 minute interview. It is essentially the same whether it is the initial free interview we do on company introductions or even on some paying customers.

      They have these very well paid communications teams that actually stink at communications and their jobs. I’ve recommended to some companies to consider recruiting outside of the mining industry, since there is such an incestuous nature to these companies flipping employees in and out of companies and a bad overall corporate culture. One crappy IR or Corp Dev person will leave one company after failing, and then pop up in another one weeks later and start the cycle of communications misery all over again.

      I’ve dealt with many other business-to-business sectors in my previous life in corporate insurance, group employee benefits, and technology sales, and can definitively say it is night and day for how most businesses run (health care, law firms, real estate, manufacturing, government poly subs, retail, consumer niche businesses), compared to the Vancouver or Toronto based mining companies. Having said that, the revenue-generating bigger producers and royalty companies are a bit better staffed and more professional in many cases.

      What is so nuts is that some of these junior resources companies literally believe that if they just put out some periodic word salad press releases, and hit up a couple of conferences each year that this is all they need to do to market. (not even close)

      They also often erroneously believe that if they can just bring a couple of institutional investors or high-net-worth investors into their private placement, to fund the immediate capital needs of the company, that they can then just turn a blind eye to retail investors. Then they bemoan their low market liquidity and poor share price performance in the same breath. (?) Their level of misunderstanding the market dynamics or how to market is simply mind boggling!

        Dec 29, 2024 29:39 PM

        ‘It is essentially……….or paying customers.’
        Does this sentence mean that you are being paid by companies to do i terviews?

          Dec 29, 2024 29:41 PM

          Yes Brumple. They are the KE Report sponsor companies and are clearly listed right on the website. That is our business model and how we pay the bills here and can provide all this free content to our listeners and readers.

    Dec 29, 2024 29:00 PM

    I hope NFG starts shipping ore soon to The Pine Cove Mill that is owned by Maritime Resources. They have a MOU (memorandum of understanding) with Maritime to use Pine Cove which is presently being refurbished. The sooner they start producing gold ore the less share dilution they will experience and hence the less chance of being bought out for peanuts like happened to Marathon Gold’s Valentine Lake deposit. That was a good deal for Calibre Mining but a bummer for Marathon shareholders.

    I believe that Maritime will get bought out by New Found Gold. Maritime has two mills, and around 500,000 ounces of gold reserves. Cheers, DT

    Dec 29, 2024 29:38 PM

    When Eric Sprott saw this latest news release on NFG he said and I quote, ” Are You Kidding Me”! LOL! DT

    https://money.tmx.com/quote/NFG/news/7208811102751359/NEW_FOUND_INTERSECTS_455_GT_AU_OVER_41M_148_GT_AU_OVER_70M_AND_586_GT_AU_OVER_116M_AT_KEATS_WITH_PH

    Dec 30, 2024 30:30 PM

    Another great day for LODE.