Minimize

Welcome!

Weekend Show – Dana Lyons & Brien Lundin – Commodities and Markets Breaking Out: Silver, Oil, Gold Equities, & the Dollar’s Decline

Cory
June 28, 2025

 

The commodity bull market is alive across multiple fronts – from explosive moves in silver and platinum to broad-based strength in equities. Dana Lyons shares what his trading models are flashing now, while Brien Lundin makes the case that we’re still early in this precious metals bull market.

 

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

 

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

 

  • Segment 1 & 2 – Dana Lyons, fund manager and editor of The Lyons Share Pro, returns to share why his models remain bullish on U.S. equities, with the S&P and Nasdaq approaching all-time highs and strong market breadth supporting the rally. He also dives into key commodity setups, noting oil remains weak below its multi-year range, while silver’s breakout above $35 appears constructive. Dana is positioned in silver ETFs (SLV, SIL, and SILJ) and sees potential in copper equities like COPX and COPJ, though he remains cautious on platinum after its sharp surge. He highlights growing strength in international and emerging markets as the U.S. dollar breaks down, and favors Bitcoin over Ethereum for further gains in the crypto space.
  • Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services. 

 

  • Segment 3 & 4 – Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins us to explain why the current gold bull market is the most powerful and unique in over two decades. He attributes the strength to unprecedented central bank buying, which has led to shallow corrections and delayed but now accelerating interest in silver, mining stocks, and junior explorers. Brien also discusses how the broader commodity reflation trade, driven by global demand for raw materials, is lifting copper and platinum, and highlights compelling investment opportunities in undervalued developers and copper explorers amid a tightening M&A and financing environment.
  • Click here to learn more about the New Orleans Investment Conference on November 2-5.

 

 


Dana Lyons
Brien Lundin
Discussion
18 Comments
    Jun 28, 2025 28:13 AM

    Silver is in process of a very nice daily bull flag and even better a nice long hourly bull flag similar to the move from $32 ish to $37 ish..

    The flag although not 100% guaranteed shows a takeoff in 7-12 days. This would translate to some beautiful white long monthly candles in the miners. I’m talking game changing candles in July!

    Reply
      22 hours ago

      Hi Glenfidish. Thanks for sharing your technical outlook on silver.

      That would be great to see some of those game-changing long monthly candles in July for the silver stocks!

      Reply
    Jun 28, 2025 28:15 AM

    Looks more like a head and shoulders to me.

    Reply
      20 hours ago

      Whatever it is I think it’s going lower before it goes higher. However, silver is set to outperform the senior gold miners for the rest of the year.
      https://schrts.co/ZjGkbIYe

      Reply
        20 hours ago
        13 hours ago

        Matt,
        Do you think Gold can go up during Fed rate cutting cycle? If history is any guide, POG did not do well but it did boost general equities.

        Reply
          13 hours ago

          In a word, yes. The relationship between the two isn’t nearly as clear as it is made out to be by many. There are many other factors involved. But we don’t have to get into those to look at the clear reality of the past.
          https://schrts.co/gnHngPke

          Reply
    22 hours ago

    Uranium and Nuclear Sector Update – Was The Recent Rally Just A Spring Fling?

    Excelsior Prosperity w/ Shad Marquitz (06-28-2025)

    Charts of URA, UUUU, NXE, EU, UEC, and lots of fundamental factors as positive tailwinds for the nuclear sector and uranium equities.

    https://excelsiorprosperity.substack.com/p/uranium-and-nuclear-sector-update

    Reply
    22 hours ago

    The Bull Case For Energy

    Jesse Felder – The Felder Report – (06/28/2025)

    https://mailchi.mp/thefelderreport/energy-bull-case

    Reply
    20 hours ago

    IPT:SLV will likely test its breakout levels of 4 weeks ago but the longer term picture remains bullish.
    https://schrts.co/vxtdACFA

    Reply
    19 hours ago

    Kootenay is a no-brainer for leverage to silver now that silver has broken out. The massive volume lately is likely due to tired retail longs selling strength while smart money aggressively collects all the shares that it can.
    https://schrts.co/VIxTFhBW

    Reply
    13 hours ago

    The USD is weekly oversold but I wouldn’t bet on it rising soon.
    https://schrts.co/cBqmzwVX

    Reply
    12 hours ago

    I believe Gold is probably topped for 2025. Look at the recent volume on inverse etf.
    https://schrts.co/UjbgGCJI

    Reply
      9 hours ago

      The last two weekly MACD sell signals for gold marked price lows. I don’t think that will turn out to be the case for the current MACD sell signal but I do think gold will make it to 3750 after this pullback is done.
      https://schrts.co/bZWyBauB

      Reply
      8 hours ago

      The last 9 weeks looks like a bullish consolidation to me.
      https://schrts.co/WBKUijJd

      Reply

Leave a Reply to CaliJoe CANCEL

Your email address will not be published. Required fields are marked *