Markets continue to grind higher despite negative headlines, weak breadth in certain areas, and seasonal headwinds. Dana Lyons, Fund Manager & Editor, The Lyons Share Pro joins us to discuss what his models are signaling, why sentiment is flashing short-term caution, and where he still sees strong opportunities.
Key Discussion Points:
- U.S. Markets: Overheated sentiment among “dumb money” investors, seasonal patterns suggesting potential near-term chop, but core models remain bullish.
- Breadth & Leadership: Mega-cap tech dominance vs. recent small-cap strength; NYSE advance-decline line hitting new highs.
- Commodities: Gold & silver miners breaking out to multi-year highs with orderly pullbacks offering buying opportunities. Copper and silver juniors also showing strength.
- Bitcoin: Price action mirrors precious metals—orderly rallies, shallow pullbacks, and strong technical support.
- Global Markets: Japan, Italy, UK, and Peru showing sustained breakouts with minimal giveback – long-term bullish setups.
Takeaway: Multiple bull markets – stocks, commodities, cryptos, and select global markets—are in play. The trend is your friend, but sentiment and seasonality suggest tactical patience before adding aggressively.
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.