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Dana Lyons – Bullish Models, Breakout Sectors, and Global Market Leadership – Including GDX and Uranium

Cory
May 29, 2025

 

Dana Lyons, fund manager and editor of The Lyons Share Pro, outlines why his market models remain bullish, with both U.S. and international equities flashing green signals.

 

In this KE Report Daily Editorial, we welcome back Dana Lyons to dive into where his internal models see opportunity right now. Despite a volatile year, Dana’s models have stayed ahead of the major swings, turning cautious before the April correction, and then flipping bullish in time for the rebound.

 

Key Discussion Themes:

  • Current Market Outlook: Dana’s objective, model-driven strategy remains bullish following the April washout and rebound. He sees the potential for a continued uptrend in U.S. equities.
  • Sector Rotation in the U.S.: Aerospace & defense, industrials, utilities, and insurance have shown strong relative strength. Even parts of tech, like cybersecurity, are nearing new highs.
  • International Market Leadership: Dana highlights Europe, especially Germany, Italy, and the UK, as the top-performing region. Japan, Argentina, and Canada are also on his radar.
  • Precious Metals & Miners: Gold remains constructive, but Dana’s focus is on GDX, GDXJ, and SIL – miners that have consolidated and look poised for a new leg higher.
  • Uranium Setup: After a sharp rebound, Dana is watching URA closely for a consolidation and potential breakout above key levels, eyeing $40+ targets longer term.

 

💡 We don’t need to guess the long-term trend, we just follow what’s working now,” Dana says. His models favor a diverse set of assets and sectors, creating what he calls a “more robust foundation” for any future rally.

 

🔗 Check out Dana’s work and current 20% discount offer at The Lyons Share Prohttps://lyonssharepro.com/

Discussion
7 Comments
    May 29, 2025 29:32 PM

    I have a feeling gold is going to test $3,000 before heading for new highs.
    https://schrts.co/krpQyjaD

    Reply
      May 29, 2025 29:48 PM

      John Rubino writes,
      (USA Today) – Gold has become such a hot commodity that Costco is apparently limiting how much its members can buy.

      The warehouse retailer began selling 24-karat gold bars to its members in 2023, with a limit of two bars per person. Now, that limit has changed to one per transaction and a maximum of two bars per 24 hours, when you look on the retailer website, as previously reported by Business Insider.

      Reply
        May 29, 2025 29:33 PM

        Hi DT – We just interviewed John Rubino today and he covers that very point during our discussion.

        Stay tuned for that interview with John tomorrow morning!

        Reply
    May 30, 2025 30:55 AM

    Hi Ex, did John talk about this in your interview: Costco launches ‘Buy Now, Pay Later’ service for online purchases. We are living in a nightmare called debt.

    All of this started back in the 1920’s, I believe they first called it “Debt Installment Buying”, at least in those days they used the word debt, instead of “Buy Now Pay Later”. We all know how the roaring twenties turned out. LOL! DT 😉

    Reply
    May 30, 2025 30:41 AM

    Equifax reported yesterday that Mortgage Delinquency Rates are at the highest they have ever been in Canada. Once you walk away from a mortgage the money owing goes with you for the rest of your life. You can’t declare bankruptcy on mortgage debt. Welcome to the World of debt slavery. I will bet that when most people buy a home, they never get a lawyer to explain to them their obligations. We live in a World of zombies; it didn’t matter so much in the past when house prices weren’t ridiculous as they are now. DT 😂

    Reply
      May 30, 2025 30:56 PM

      If the bank forecloses on you for missed payments and then sells your house for less than what you owed that negative equity becomes unsecured debt just like a credit card which you can claim bankruptcy for.

      Reply
        May 30, 2025 30:09 PM

        I will have to check that out. I’m sure if that was the case the missed payments would be added in with late payment charges. DT

        Reply

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