Weekend Show – Jordan Roy-Byrne & Dana Lyons – Stock Picking Over “Doom Macro” + What the Charts Say: PMs, Markets & Bitcoin
A double-header Weekend Show recorded at and around one of the busiest New Orleans Investment Conferences in a decade: first, Jordan Roy-Byrne outlines why stock picking needs to be the focus, not obsessing over macro calls. Then Dana Lyons maps the near-term, range-bound setup across metals, energy, equities, bonds, and crypto.
- Segment 1 & 2 – Kicking off this Weekend Show is Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold. He urges investors to de-emphasize macro timing and focus on deep company analysis – favoring undervalued developers/producers with low NPV and cash-flow multiples and clear production growth – arguing the sector is under-owned, quality miners can attract capital even in a general-market pullback, silver has explosive upside on a breakout, and that jurisdiction/share structure matter less at later stages while M&A or strategic shifts demand swift reevaluation.
- Click here to visit Jordan’s site, The Daily Gold
- Segment 3 & 4 – Wrapping up the show is Dana Lyons, fund manager and editor of The Lyons Share Pro, who provides a detailed technical outlook across multiple markets – discussing gold’s ongoing consolidation around $4,000, support levels in gold stocks and silver, continued weakness in oil, emerging caution signals in equities, resilience in biotechs, a downward bias in bond yields, and key support levels for Bitcoin and Ethereum.
- Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services
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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.
https://www.tradingview.com/x/lXIu6sZD/
DOLLAR : Pull Back Targets
https://www.tradingview.com/x/doCfAwYp/
ETHEREUM : Bottom?
https://www.tradingview.com/x/pOLXczsF/
HydroGraph : Pull Back Complete?
I think Palantir topped this week.
https://schrts.co/BBYBqrma
Good observation. I think next week stocks will gain some ground but not expecting anything major until Thanksgiving is over.
Meta, NVDA and TSLA needs to correct a bit but they are major buying buys going into the holidays.
Commodities Roundup – Gold, GDX, Silver, SIL, Copper, COPX
Excelsior Prosperity w/ Shad Marquitz (11-08-2025)
https://excelsiorprosperity.substack.com/p/commodities-roundup-gold-gdx-silver
Silver Tiger Announces Receipt of all Required Approvals to Construct The El Tigre Stockwork Zone Silver-Gold Project
Nov 07, 2025
“Silver Tiger Metals Inc. (TSXV:SLVR and OTCQX:SLVTF) is pleased to announce that it has secured all of the required approvals and permits from the Mexican Federal Environmental Department (“SEMARNAT”) to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico. The Preliminary Feasibility Study for the Project was disclosed in the Corporation’s press release dated October 22, 2024.”
“With all approvals for the Project now granted, Silver Tiger is now ready to advance the Project towards construction.”
Boom! This is YUGE news for Silver Tiger and for Mexican open-pit mining.
We said it was coming when about 48 other permit addendums and pushback were showing a change in this administration under Claudia Sheinbaum, and yet so many doubted it…
but there it is… a new open-pit permit for El Tigre!
It was weird to see it hit after the market on Friday, but with all weekend for investors to mull over what this means, it is going to interesting to see if it gaps up on Monday.
Silver Tiger (SLVR) up 25% here on Monday morning. I thought it would be even more than that, but hey, still a great move and well overdue rerating.
It’s also worth pointing out that sister company, GoGold Resources (GGD), also in the short line for an open-pit permit, is up over 21% on the day in sympathy.
Nice to see this for Mexican mining stocks…
Copper, Silver And Uranium Join U.S. Critical Minerals Club
By Nomi Prins of Rogue Economics – Saturday, November 8, 2025
“In the midst of its shutdown, the U.S. government dropped one of its most consequential policy updates this week. Buried in the headlines is the final 2025 List of Critical Minerals, as published November 7 in the Federal Register.”
“The new list, compiled by the U.S. Geological Survey (USGS) under the Energy Act of 2020, expands America’s official roster of “critical” materials by 20% from 50 to 60 minerals.”
“Added to lithium, nickel, and cobalt are copper, silver, boron, rhenium, lead, silicon, and potash – materials that span the electrical grid, semiconductors, advanced manufacturing and food production.”
“Today, given the administration’s focus on energy and security, the updated list now includes uranium, phosphate, and metallurgical coal – minerals tied to crucial nuclear power, advances in fertilizer and key steelmaking for industrial development.”
China’s New Tungsten and Antimony Export Controls Reshape Global Markets
Muflih Hidayat – Discovery Alert – November 7, 2025
“China export restrictions on tungsten and antimony have emerged as a critical flashpoint in global trade relations, fundamentally altering supply chain strategies across industries worldwide. These strategic materials, essential for everything from military applications to semiconductor manufacturing, now serve as diplomatic weapons in an escalating resource war between major powers.”
https://discoveryalert.com.au/china-export-restrictions-tungsten-antimony-2025/
This schemoozle erupted when Trump came to office and started applying his tariffs willy nilly around the world, which has landed the US in a mess more than they had bargained for.
Graphite is listed on the critical minerals hub but graphene isn’t, but the government has finally got a list of critical minerals and now they have to secure a supply. This shows you what a crazy world you have when there is no leadership.
Nothing would exist in the modern world without mining and advanced economies need advanced minerals. A no brainer for anyone who can think but somehow this realization that you needed a secure supply separate from the control of third parties escaped the people who have been in charge of The Western economies.
By the time they figure out that Graphene is a must on the critical minerals list they also need to realize that it must be pure Graphene. DT
Will be interesting to see how things go in the standard tax loss selling season. Mid October I’d have said there’d be no tax loss selling but now who knows……Matthew. Is it possible that Brixton sells down more??? Already rock bottom basically at this point.
Wolfster, it’s always possible for shares to go lower but I don’t think Brixton will unless the remaining drill holes for the season come quickly and disappoint.
The last time I bought Brixton was 4 years ago and it was 13 cents. There is a reason this stock and many others haven’t moved because nobody wants them. Like all things that will change but to be successful you have to go where the action. DT
Learned a lesson on IPT and stayed far away from BBB. It may still have its day in the snow.
With nonsensical comments like that, you should’ve learned to avoid the sector altogether. Brixton has turned in “good” and “promising” drill holes but nothing spectacular so far. But it has been enough to get BHP invested. Perhaps you should let them know why they’re wrong. The bottom line is that Brixton is a drill play so people like you should never get involved.
BBB was around $0.40 when BHP invested and it has been mostly down hill since thenA reverse consolidation may be coming.
That’s right. Between the drill holes, market conditions and financings, that’s no surprise. But it’s also no indictment considering the size and quality of the property. BHP didn’t buy-in to speculate.
Brixton’s current $25 million US market cap is nothing for such a company especially at this time. You buy for the potential and Brixton still has massive potential and a bunch drill hole results pending. No one should take my word for it but Brixton will carry a much higher market cap when this bull market goes mainstream (or sooner). But of course the herd LOVES to buy stories that come with parabolic price action. Meaningful due diligence is out of the question. Just look at Novo Resources; it traded over 21 million shares between $6.38 and $8.83 in 2017. Today it’s at 13 cents.
Agree it is a huge, quality land package.
The explorers are much further out on the risk curve and will be the last group to respond.
I am just happy that the silver mid-tiers have finally narrowed the huge gap that gold miners established on them a year ago.
https://www.tradingview.com/x/i1pLsFWg/
NatGas : Pull Back Underway?