Weekend Show – Dana Lyons & Brien Lundin – Melt-Up Markets, Copper’s Wild Ride, & the Gold-Silver Setup
As equity markets continue to grind higher amid political noise, and commodity prices react violently to shifting trade headlines, investors are searching for clarity. This weekend’s KE Report dives deep into both – the big-picture market signals and the underlying resource stock trends – with technical analyst Dana Lyons and metals market veteran Brien Lundin.
Segments:
- Segment 1 & 2 – Dana Lyons, fund manager and editor of the Lyons Share Pro website, joined us to discuss the ongoing market melt-up, where his models remain bullish despite soft red flags in sentiment, seasonality, and market breadth. He also outlined tactical trades in copper and silver following tariff-driven volatility, sees gold’s consolidation as constructive, and maintains high conviction in further upside for U.S. equities, led by large-cap growth and industrials.
- 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, joined the show to share his outlook on gold, silver, and copper markets, as well as the junior mining sector. He discussed gold’s summer bottoming process, silver’s bullish breakout above $35, copper’s pullback after tariff news, and why he sees current conditions as a strong buying opportunity across producers, developers, and juniors.
- Click here to learn more about the New Orleans Investment Conference on November 2-5.
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DT: You did a very good job avoiding the Buy & Hold disease, using the tranche method to both sell and buy back. As mentioned, HydroGraph will now likely be news affected.
Their Dr. Sorensen is a regular guy who happens to be a classical trained scientific genius whose goal is to use this vehicle (HG/HGRAF) to create a new ‘Bell Labs’!
Great video: https://www.youtube.com/watch?v=zU7Y5klagbg – BDC
Hi BDC, thanks for the link, The brilliant Dr. Sorensen and explosive Graphene. I am thinking that I wouldn’t want to be waiting for news before I was invested, by then you will be in a hypersonic race to try and catch this stock. When you listen to the video you realize that this product could change the world in so many ways that we can’t understand or see today, and today’s applications are absolutely mind boggling. DT ✨🎉✔
DT: No doubt about it, and I’m pulling for another Kirkland Lake or maybe something even more powerful, but must remain true to the technicals (until they’re superseded). HydroGraph is now a main focus: https://www.fibonomics.com/2025/08/focus-hydrograph-clean-power.html. BDC
Something about the interviewer of Dr. Sorensen in the link above. Kevin Bamborough has 16.5 million shares of Hydrograph he calls it a possible 200 bagger! LOL! DT
Kevin Bambrough joined Sprott Asset Management as an analyst in 2002. He then became market strategist, before being appointed president of Sprott Inc. in 2009.[2] He served as president of Sprott Inc. until his departure in 2013.[3] In 2006 he founded Sprott Consulting LP and served as CEO until 2013.[4][5] By 2012 the firm had surpassed $1 billion in combined total assets in its managed companies.[4]
Didn’t know that about Bamborough. Impressive. Gives his excitement much more credence! HydroGraph new to me this past week. Now primary focus. Own none so far. That will likely change. BDC
https://www.youtube.com/watch?v=bO4xaGXuyuU
Related : Kjirstin Breure – Graphene \
Mentioned warrants will increase dilution. This may enhance buy points. BDC
Google AI:
In HydroGraph Clean Power’s case, there are different warrant expiration dates based on the various issuances. One set of warrants, priced at CAD $0.20, expired on April 13, 2025. [Note the downturn then.]
Another set of warrants, issued in a private placement on September 14, 2022, had an original expiry date of September 14, 2024, but this was later extended to September 14, 2025. [This will be ‘interesting’.]
Additionally, warrants from a final tranche closing in April 2024 have an exercise period of 24 months from the closing date, with an acceleration right that could shorten the expiry date to 30 days after the company announces the exercise of that right. [This will be monitored.]
After Trump said 50% tax on Bolivia, I moved to Cabral to Talon. However, a review by 11 Federal Judges appear to be thinking about canceling Trump’s authority to issue “tariff’s (taxes on the people) based on there being “no legal basis” in the law permitting a President to tax the people by use of tariffs.
The possibility of cancelling all tariffs (taxes on the people) may result in Trump being required to return all illegal tariff money now in the billions. What if he spent it without authority. How will that impact inflation and price of goods. Will it make any difference to miners and based on the decline of the dollar and unpayable debt, can miners return their uptrend and particularly those in jurisdictions that had high tariffs. The ying-yang of illegal “Executive Branch Actions” cause disruptions in markets needing predictability. The blending of personal/government activities also lends itself to chaos.
Some more things to think about.
Lake, Cabral is in Brazil, but Trump has put tariffs on the Brazilian economy too, just not as much. It’s impossible to move a mine or an oil refinery to the US to avoid tariffs, but if you are in manufacturing moving a plant is difficult but not impossible. If Trump doesn’t bring about sensible solutions to America’s problems all the tariffed countries will have to wait him out unless he changes the constitution like happened recently in Ecuador. DT
DT:
Sorry about the confusion. Ai changed “from Cabral to Talon” to “to Cabral to Talon”. Makes it sound like I added to both of them. You are right, because some Dictator tried to unsuccessfully overthrow the Brazilian government, Trump was going to put a 50% tariff on them. I thought that it takes too long to go through the courts to reverse the situation or try to rely on a Taco action, that rather than take the chance of artificial blatant price suppression, I would redeploy Cabral to a US company as it would be hard to get away with putting tariffs on your own country. Talon had some good drill results and has more being tested. While Trump is playing with Brazil, I could increase my bet on Talon. If the swap fails , then it fails. But at least I didn’t sit on my hands accepting what appears to be market intervention. Just something to do during the pullback.
The Copper Pricing Boomerang
Excelsior Prosperity w/ Shad Marquitz (08-02-2025)
Charts & comments about $Copper, $COPX.US, $NICU, $ASCU, $FDY, $SURG, $PNPN
https://excelsiorprosperity.substack.com/p/the-copper-pricing-boomerang
Talon lies within the US. If it continues to hit and even if the Tariffs cease (taxes), there is more demand than supply and producing in country would be cheaper (generally) than importing. Magna is so close by, it also could be economic if the US doesn’t put artificial costs on the imports. Can’t alter the debt overload, so I would expect the prospects for copper seem positive overall. Not so much for the dollar.
There’s a lot of talks about DOW theory sell signal. Do people think is it even relevant when top 10 tech stocks make up 50 percent of the S&P and trading volume? It’s not old chimney stack economy anymore..
CJ, I think it still matters because of the Dow’s holdings which are no longer very “industrial” and represent everything you need to measure the health of the broad market. The Dow consists of important tech stocks and MSFT is the second largest holding by weighting.
https://www.slickcharts.com/dowjones
The leader Nasdaq is long term broken as of Q1 this year (as are the Dow and S&P) and the new highs haven’t fixed anything, which is probably why the banking sector has not made new highs along with it.
The week that just ended was much more bearish than most realize for NDX, SPX, and banking although MSFT and NVDA have not yet turned outright bearish along with tech in general (but long term they are bearish like everything else). AMZN and commercial real estate did turn bearish this week.
Trump’s giant rate cut is coming but is the last thing that stock bulls should cheer for.
For the month of August, ten years ago, the market took a significant hit with AMZN falling 16%, AAPL falling 24% and NDX falling over 17%. XLF fell a whopping 26%+. Generally speaking, August has not been a good month and we’re heading into this one on very shaky footing.
NVDA has spent the last 3 weeks at important rising resistance that will most likely hold.
https://schrts.co/UgJEctiR
Hi Matthew, just curious which gold junior did you buy the other day. DT
That would be Dryden.
https://schrts.co/jFnXCmIg
Those who’d rather bet on stocks than gold here should be very careful.
Looks like the bounce is over or close to it…
https://schrts.co/xtvWvqFm
Nice looking opportunity in DRD at the moment:
https://schrts.co/WaIqWwSb
DVS is another one that I bought last week…
https://schrts.co/RytHXDAa
Hi Matthew. Neumeyer said ag was trading at 26, last time when silver was 38. Looks like still ok priced. I started small position. Have you decided yet? Thank you.
Alex, I thought AG would dip much further into that big June gap than it did on Friday but now I’m not sure that it will. However, I am also not sure that it won’t so I don’t recommend going “all-in” just yet. It is acting well like most of the sector but I would rather wait to see how silver finishes the week.
Based on the intraday charts, SOME buying here makes sense.
39 minute:
https://schrts.co/kgInJbrH
The 15 minute chart went from a sell back to a buy today…
https://schrts.co/mJPtKxnT
Good information. Thank you very much. All the best.
Hi BDC, I listened to your technical analysis on HydroGraph. I started buying it about three weeks ago. I was amazed at the volume building up around this stock. Volume in the stock market equals pressure and if you understand pressure switches you know it’s going to blow. After I listened to a number of different videos, I thought this is really interesting. So many juniors in the resource sector have such little volume that their turn hasn’t yet come and when it does most will never see the buildup in interest that this stock has.
HydroGrah is unusual because it is a resource stock and a tech stock, and the purity of their product is not matched by any other graphene producer, and they have taken out all the necessary patents. Purity is everything. (period) Graphene is not graphite.
KABOOM! When it started to take off, it just kept going from 23 cents to a high of $1.77 on Thursday July 29th, approximately two weeks later. I knew then that we were in for a correction, so I sold out and watched this stock end the day at $1.12. That night I was thinking I don’t know whether we will see much of a drawdown because of the interest.
On Friday yesterday this stock opened at $1.16, I knew that if I bought in tranches that I wouldn’t get burned. I watched it immediately shoot higher to $1.26 and then it started to drop again to exactly $1. That was the bottom for the day and then it turned around and started heading back up. When the market closed it finished at $1.25. I don’t see much of a correction from here for a while. As always DYODD! DT