Weekend Show – Axel Merk & Dana Lyons – Gold & Silver Breakout! Trading Strategies For PM Equities And Markets
Gold surges, juniors revalue, and traders eye sector rotations – insights from Axel Merk (Merk Investments) and Dana Lyons (Lyons Share Pro).
This weekend’s KE Report show dives deep into the accelerating precious metals bull market and broad market setups. In the first half, Axel Merk breaks down gold’s breakout, the financing wave in juniors, and what signals to watch for a market top. In the second half, Dana Lyons shares model-driven strategies across equities, tech, small caps, bonds, and crypto, plus his take on how to trade stretched metals markets.
- Segment 1 & 2 – Axel Merk, President & CIO of Merk Investments and manager of the ASA fund, joins to unpack gold’s breakout after a five-month consolidation, the rare risk-off mix of falling bonds and rising gold, and how Fed-cut expectations, stronger miner margins, and improving junior financing/M&A could keep the move running. He also flags what would signal a top – overpaying deals, loosening discipline, and valuation models chasing higher gold assumptions.
- Segment 3 & 4 – Dana Lyons, fund manager and editor of Lyons Share Pro, joins to discuss why his risk models remain broadly bullish since late April while advocating short-term “digestion,” highlighting rotation among high-RS sectors (tech consolidating; utilities/staples and miners in focus), small-cap and dividend setups, standout international plays (notably China), sideways bonds, overbought but intact trends in gold/silver, strength in platinum and copper miners, constructive uranium consolidation, and buy-the-dip levels in Bitcoin/Ethereum. He outlines taking profits into strength and redeploying on support as the seasonally weak Sept–early Oct window plays out.
- Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.
- To take advantage of Dana’s extended sale please email either dlyons@jlfmi.com or Fleck@kereport.com.
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.
Added ETHEREUM.
Second Biggest Bull Market in History
Jordan Joy-Byrne compares the gold bull market with the 1962-1982 bull market
He thinks a first run might go until 28/29 with a tough correction around 2030 and a second run until the mid 30s
https://m.youtube.com/watch?v=SguIqESwHVA
If he is right, there will be a lot more and longer to come as many think
Any thoughts about the long term view?
Are we in a 10+ years bull run, where most is still to come?
Should be fun to enjoy as PM Investor
Is The Stock Market Headed For A ‘Wile E. Coyote Moment’?
Jesse Felder – The Felder Report (09/06/2025)
https://mailchi.mp/thefelderreport/berezin-wile-e-coyote-moment
The Precious Metals Complex Powers Higher into September
David Erfle – Friday September 4, 2025
https://mailchi.mp/3ea94e7b7397/david-erfle-weekly-gold-miner-sector-op-ed-19220408
Ex, See my response concerning SIDNEY RESOURCES @ Joel Enconin
10-4. Thanks Marty.
Clive Maund’s recent interview
https://www.youtube.com/watch?v=MjrG6QImOnc
it was always profitable to do the opposite to what Clive Mond recommended to do. he called Great Basin Gold -a solid investment , right before the bankruptcy.
Reminds of the narrative around Impact Silver(IPT). About 3 months ago it hit a low mostly resulting from a pp done at that time. It goes up near 3X in last 3-4 months and begins to falter, with another pp at a lower price and a warrant at a favorable price.
IPT is not an investment or even a speculation, it is a sardine. Buy when it announces a pp and sell 3-6 months later when another pp is coming.
The facts are against you Terry. A perfectly normal correction/consolidation is not “faltering” and every single one of IPT’s peers are also not investments. You’re angry because you talked yourself out of it and then it went up without you despite your insistence that it wouldn’t.
Very true Terry…………….but a 50 buck silver the Tuna will not get enough of the sardine……just time to bottom feed again for now !!
Larry, you are right, buy IPT now for the next runup. Sell into year end.
I bought more IPT and DEF yesterday and will buy more still if they go lower.
But if silver is about to outperform gold again, it will be difficult for either stock to go lower.
https://schrts.co/tvQZvVmr
Did you add DEF to your narrative to distract people from this IPT nonsense?
I added about 500,000 shares of DEF because it will fly when Silver:Gold flies just like IPT will. The bonus is that it will befuddle you just like IPT has.
Why in the world would I distract anyone from IPT when I LOVE its risk/reward profile?
Nice interview with Ross Beaty
He says don‘t sell, even if everybody is now bullish on gold
Peter Grandich on the Gold bull market
He sees $5000 Gold and triple digit Silver
Mike Maloney gives a nice number for Silver
$1640 is the inflation ajusted value that Silver reached 1980
Opportunities With Mid-Tier And Junior Royalty Companies – Part 10
Excelsior Prosperity w/ Shad Marquitz (09-07-2025)
Elemental Altus is acquiring EMX Royalty to form Elemental Royalty Corp
https://excelsiorprosperity.substack.com/p/opportunities-with-mid-tier-and-junior-d6e
A PSA for you lucky Santa Cruz Silver holders; the stock has reached important parallel channel resistance along with moving average envelope resistance and is extremely overbought. This doesn’t mean that it must fall or can’t continue higher but it does mean that the risk of downside or at least sideways action is significantly elevated.
https://schrts.co/DGIUyZMf
https://www.fibonomics.com/2025/09/natgas-awaiting-lng-froth.html
NatGas : Awaiting LNG Froth : Golden C Consolidation!