Weekend Show – Brien Lundin & Dan Steffens – Metals & Energy Breakdown: Assessing Structural Shifts and Market Consolidation
In this weekend edition, we dive deep into the forces driving the next leg of the commodity cycle. Brien Lundin joins us to discuss the “sideways consolidation” in precious metals and why copper and tungsten are suddenly stealing the spotlight. Then, Dan Steffens breaks down the structural damage to global oil supply chains, explaining why a $90+ floor is the new reality regardless of geopolitical headlines.
- Segment 1 & 2 – In this interview, Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, discusses the current sideways consolidation in precious metals and the bullish performance of copper. He explores broader market trends, highlighting opportunities in exploration-stage junior mining stocks and the strategic revaluation of resource companies through acquisitions and spin-outs.
- Click here to learn more about this year’s New Orleans Investment Conference – https://neworleansconference.com/online-registration/
- Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, analyzes the current volatility in the energy sector driven by the ongoing conflict in Iran and the closure of the Strait of Hormuz. He provides detailed insights into the structural damage to the global oil supply, the disconnect between stock values and oil prices, and specific growth opportunities within his top small-cap and merger-focused energy stock recommendations.
- Click here to visit the Energy Prospectus Group website for more energy market and stock analysis – http://www.energyprospectus.com/
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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 or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
So I should feel good about owning Talon and start accumulating the latest addition to my watchlist cascadia….Matthew the latter is copper play that along with Aldebaren are intriguing me.
There is one you missed, and it is just starting to break out! DT
Thanks Wolfster
I own Talon snd Cascadia. Talon is early stage but due to some large drill holes it has moved pretty good. However, the potential could be more than most. They had a lot of shares out, but did a reverse split to get them under control. Most stayed with them as in view of the potential, the reverse made it more attractive. There is interest from big money as this would be a nickel project in the uS. There is a more unknown project named Perserverence that is in upper Michigan I think, that nay have some nickel possibilities but even earlier and less proven.
Amazon has the best looking chart and most potential to gain this summer. Its cloud business is booming and over 200 million prime membership in US alone!
https://www.tradingview.com/x/UKVveezd/
SLB double?
https://www.tradingview.com/x/tHFNDmdE/
Fed is pumping the Billions and pouring into stocks. Posted this chart 3 weeks ago, what part of this chart doesn’t look bullish. I won’t trade anything other than blue chip companies.
https://schrts.co/DpvEhKia
Looks good . Beware possible Head Fake!
You want to own some Blue chip companies if the government decides to inflate away the debt, some real estate, and some precious metal. If Trump gets his way and replaces Powell, whoever that is they will attempt to lower the interest rate and print, print, print, not that they aren’t already printing like crazy but the debt has them trapped. That is why the money stays with the few. The Bankers who run The Fed will look after themselves and only themselves and hard assets are what made the privileged class privileged. DT
Absolutely! Hyperinflation is name of the game. Blue‑chip stocks, real estate, shiny metals… basically anything the government can’t summon with a keystroke.
If hyperinflation is the name of the game, blue chips are not the best place to be unless the hyperinflation occurs only in the US and your blue chips do a lot of business globally. The problem is, we are about to experience the world’s first global hyperinflation. So foreign currencies and even global blue chips will ultimately be poor safe havens.
Here’s some of what AI says about the subject (which I agree with):
Summary
Blue chip stocks in hyperinflation? Historically, they’re resilient but not invincible—often delivering strong nominal gains but struggling to keep up with true purchasing power loss. The real story: while headline stock prices may soar, the value you actually get is eroded by runaway inflation.
Blue Chips: Winners on Paper, Losers in Purchasing Power
Historical evidence from past hyperinflation episodes (think: Weimar Germany 1920s, Zimbabwe 2000s, Argentina late 1980s) shows that blue chip stocks—large, established companies—often see their nominal share prices rise dramatically. This is mainly because equities represent claims on real assets (factories, land, inventory) or businesses with pricing power, so as prices for everything skyrocket, so do company revenues in local currency.
But here’s the twist: the pace of inflation usually outstrips even the best stock rallies. For example, in Weimar Germany, stock prices rose into the trillions of marks, but the mark itself became worthless. Investors who cashed out too late found their wealth evaporated.
Stock markets can provide some protection—but not a real wealth shield—during hyperinflation.
Asset allocation matters: Diversification into real assets, foreign securities, and inflation hedges is critical.
The One Takeaway
Owning blue chips is better than holding cash in hyperinflation, but don’t mistake nominal gains for real gains—true wealth protection requires hard assets or global exposure.
—End—
The stock market is on weekly chart buy signals, even against gold, but the real big picture has turned bearish. That means stocks will make new lows against gold after the current rally is finished sucking even more money in.
https://schrts.co/FerTjEBi
The best way to describe the US these days is think “Ponzi Scheme”. Money won’t be flowing into America from the gulf to buy T-Bills. That makes it much harder for The US to afford their socialist agenda, and service the debt. America is losing it’s only profitable advantage these days and that is “The World’s Reserve Currency”. Add in this war component that must be paid for and the destruction of the American bases in The Middle east, and the knock-off costs for the rest of The World, and you better have a plan for survival. This is not chicken sh*t. But I must admit most people don’t get it and when they do it will be far too late. Nobody was prepared for what happened in 1930, they didn’t have access to information, but now we do and they still don’t get it.
The machines that are taking over know that we are useless eaters! LOL! DT 😊
https://www.tradingview.com/x/5k6WY7n1/
LUN : Deep Downside Target
Russell ready to run to an all time high? The fact that nobody is talking about it makes it a prime candidate!
https://schrts.co/bVseDikY
It’s already at a new all time high and is likely going higher…
https://schrts.co/uTzuTwAA
But we won’t be seeing an all time high in real terms…
https://schrts.co/SUifYIxU
I bought more CDE and HL this week.
https://schrts.co/gbdPuERR
I would be careful with mining equities for rest of 2026. The parabolic phase is over (for now), and gold/silver is digesting the move. Who knows how long it can take? Are you looking to trade the consolidation, or trying to determine whether a new breakout is coming?
Are you talking about the daily chart regarding the Moxie indicator or an intraday chart or both? I don’t use it.
I liked the way the week went even though silver didn’t break out. I have a feeling gold will outperform silver until the daily Silver:Gold parabolic SAR flips to short. And I hope it does because it’s been long for 3 weeks and could use a reset.
I still think the metals and miners are going much higher this year for many reasons but next week’s action could be important for the timing. The miners will easily outperform the metals.
Priced in gold, NEM just had its best daily and weekly closes in over 3 years. So it is worth more now, in real terms, than it was at gold’s January top. This bodes well for the sector and it probably helps that the move was motivated by an earnings beat.
https://schrts.co/YTSMCBYf
We really haven’t seen anything yet, but of course the herd won’t believe that until it sees it.
I know you’re a long term holder but neither HL nor CDE are trading anywhere close to generating a buy signal on Moxy.
HL and CDE do have much to prove short term, technically but I liked what I saw this week. On the following 15 minute HL chart, you can see that we had peaks, on Monday, Wednesday, and Friday but only Friday’s was followed by a bullish consolidation rather than an immediate drop…
https://schrts.co/QxsWSQgI
HL:GLD 15 min
https://schrts.co/CQCRxPvd
Ex, any thoughts on interviewing Doc Jones about the Emerita management change and the proposed Emerita buyout by Denarius Metals? Could be interesting.
Made High, now lower highs and lower lows while RSI losing momentum. Don’t have good hunch about miners either. I mean most people 2-3X their money in last 2 years, what more you could ask for,
https://schrts.co/BspJvfAZ
Yes, the daily/short term trend is down. To see the dominant trend, just look at weekly or monthly charts.
The large nominal gains in the miners, so far, are meaningful because of their psychological impact. The miners remain cheap and under-owned. In fact, gold miners are generally cheaper now than they were before the gains since profitability rose more than share prices over the last year.
The gold miners just broke out of a decade long base versus gold/gold just broke out of a decade long topping process versus the miners…
https://schrts.co/DiUyneXc
Housing prices in most major metropolitan areas in The US have actually gone up despite interest rates rising and the average middle class worker being priced out of this market. What is going on?
I believe it involves institutions buying loads of housing real estate and positioning themselves for hard times, hard assets protect wealth. DT
GDX:SPY at speed line, fork, and moving average support…
https://schrts.co/MIgYFQZw
Investors should always keep these two mining companies in mind whenever they are involved in a joint venture with a junior explorer. I believe these companies are the crown jewels in the mining business. I like them both equally, so whenever you see either Agnico Eagle or Lundin Mining involved in an early stage speculative move perk up your ears because they make the right moves 90% of the time and you should consider following their lead, in the associated juniors. Just a little Diddy! LOL! DT