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When To Ride vs Fight The Trend – US Markets, Oil, PMs

Cory
January 18, 2018

Fund Manager Dana Lyons joins me today to look at a wide range of markets that are moving up. We look at the US equity markets continued moves higher and the breakout in oil. The precious metals are also discussed which only happens when Dana thinks a move could be coming.

Click here to visit Dana’s free blog and check out his recent posting on the precious metals.

Click download link to listen on this device: Download Show

Discussion
34 Comments
    CFS
    Jan 18, 2018 18:40 PM

    I believe, based on volume analysis, gold stalls at $1391.

    I am not a chartist, so what do I know.

      Jan 18, 2018 18:29 PM

      Above the prior 2016 peak of $1377 the next peak is at $1392 so that area may see some resistance and congestion.

    CFS
    Jan 18, 2018 18:00 PM

    I guess it is confirmed….
    Liberalism is a religion.

    It has to be if the Mayor of Oakland is to be believed.
    http://sanfrancisco.cbslocal.com/2018/01/17/oakland-bans-cooperation-federal-immigration-agents-braces-for-ice-raids/
    And even then she has a problem with the US constitution.

      Jan 19, 2018 19:47 AM

      Is she related to Pelosi.?……looks and acts just like Pelosi…..

    CFS
    Jan 18, 2018 18:05 PM

    With over 70% of crimes perpetrated by mexicans in the US due to illegals, how stupid can one get?
    If you allow for population numbers, that makes an illegal Mexican about 25 times more likely to commit a crime than a legal Mexican….
    And yet:
    https://ntknetwork.com/california-ag-employers-who-cooperate-with-federal-immigration-raids-will-be-prosecuted/

    CFS
    Jan 18, 2018 18:13 PM

    Off Topic:

    Blood Test To Detect 8 Cancers Early Gives Promising Results
    By MARILYNN MARCHIONE – Associated Press – 26 minutes ago

    Scientists are reporting progress on a blood test to detect many types of cancer at an early stage, including some of the most deadly ones that lack screening tools now.

    Many groups are working on liquid biopsy tests, which look for DNA and other things that tumors shed into blood, to try to find cancer before it spreads, when chances of cure are best.

    In a study Thursday in the journal Science, Johns Hopkins University scientists looked to see how well their experimental test detected cancer in people already known to have the disease. The blood tests found about 70 percent of eight common types of cancer in the 1,005 patients. The rates varied depending on the type — lower for breast tumors but high for ovarian, liver and pancreatic ones.

    In many cases, the test narrowed the possible origin of the cancer to one or two places, such as colon or lung, important for limiting how much follow-up testing a patient might need. It gave only seven false alarms when tried on 812 others without cancer.

    CFS
    Jan 18, 2018 18:24 PM

    Part II of Sarah Westall with Clif High:

    https://www.youtube.com/watch?v=tBT0Vu8sVro

    Jan 18, 2018 18:51 PM

    Like the gold/silver miners in general, GOEX is now short term bearish. It is at a fork support now and has other supports not far below…

    http://stockcharts.com/h-sc/ui?s=GOEX&p=D&yr=0&mn=11&dy=0&id=p10428213720&a=571304412

      Jan 18, 2018 18:30 PM

      Do you think a short term JDST position could be in order for a tradeable short?

        Jan 18, 2018 18:25 PM

        Yes, but I’d be ready to get out soon. It also makes sense as a hedge if you are very long the sector and nervous.

        I won’t be betting against the space here but I did eliminate all but a tiny bit of my margin debt yesterday. Otherwise I’m still all-in.

          Jan 18, 2018 18:43 PM

          Based on the weekly chart, the miners hardly look poised for a big drop:

          http://stockcharts.com/h-sc/ui?s=GOEX&p=W&yr=2&mn=7&dy=0&id=p38399534088&a=571325988

          Jan 18, 2018 18:39 PM

          I have no margin debt or any other debt, and sleep soundly.

          Jan 19, 2018 19:37 PM

          Thanks Matthew. Good perspective, and yes I just wanted to hedge my overweight PM mining positions a bit if there was going to be a small corrective move.

          I have a bit of margin positions in the miners but I’ve eased that up into this rally but am also as fully exposed to the PMs as I want to be and have been adding in other sectors for 2018.

    Jan 18, 2018 18:56 PM

    I need 5% more profit on West Texas to make bank.

    Jan 18, 2018 18:57 PM

    The dollar lost one point today. The weekly chart suggests further downside sooner rather than later and a lower close tomorrow (for the week) will help that outcome and the metals.

    http://stockcharts.com/h-sc/ui?s=%24USD&p=W&yr=3&mn=9&dy=0&id=p38680571488&a=456880405

    CFS
    Jan 18, 2018 18:59 PM

    Ron Paul interviews Celente:

    https://www.youtube.com/watch?v=_jXPzPbQN3Q

    CFS
    Jan 18, 2018 18:28 PM

    Red Cross not quite as bad as the Clintons, but almost:
    https://www.youtube.com/watch?v=TaPWeRmc7SQ

    CFS
    Jan 18, 2018 18:44 PM
    Jan 18, 2018 18:50 PM

    A Bombshell House Intelligence report exposing extensive FISA abuse could lead to the removal of senior government officials

    A Bombshell House Intelligence report exposing extensive FISA abuse could lead to the removal of senior government officials – A review of a classified document outlining what is described as extensive Foreign Intelligence Surveillance Act abuse was made available to all House members Thursday and the revelations could lead to the removal of senior officials in the FBI and Department of Justice, several sources with knowledge of the document stated. These sources say the report is “explosive,” stating they would not be surprised if it leads to the end of Robert Mueller’s Special Counsel investigation into President Trump and his associates.

    https://saraacarter.com/2018/01/18/a-bombshell-house-intelligence-report-exposing-extensive-fisa-abuse-could-lead-to-the-removal-of-senior-government-officials/

    CFS
    Jan 18, 2018 18:52 PM
    Jan 18, 2018 18:11 PM

    Oil is going to need a correction to 59 or 60 now. Not a time to hold oil stocks for the very short term. They bounce up quickly after a short correction. The best trading area has been weed stocks lately especially this month.

    Jan 18, 2018 18:20 PM

    Hannity: Mueller and his witch hunters need to be disbanded

    Classified documents obtained by members of Congress reportedly show extensive FISA abuses.

    https://video.foxnews.com/v/5714769340001/?playlist_id=930909813001#sp=show-clips

      Jan 18, 2018 18:42 PM

      Mueller, Comey, Hillary and Bill, and Lynch and Obama should all go to jail for spying on Trump and trying to stage a coup. This is 100 times worse than anything Nixon did.

      Jan 19, 2018 19:31 AM

      Yep……..being saying it for a long time……..About time the dots are connected..

    Jan 18, 2018 18:37 PM

    “Explosive”, “Shocking” And “Alarming” FISA Memo Set To Rock DC, “End Mueller Investigation”

    All hell is breaking loose in Washington D.C. tonight after a four-page memo detailing extensive FISA court abuse was made available to the entire House of Representatives Thursday. The contents of the memo are so explosive, says Journalist Sara Carter, that it could lead to the removal of senior officials in the FBI and the Department of Justice and the end of Robert Mueller’s special counsel investigation.

    https://www.zerohedge.com/news/2018-01-18/explosive-shocking-and-alarming-fisa-memo-set-rock-dc-end-mueller-investigation

      Jan 19, 2018 19:32 AM

      Not so shocking to those paying attention………

    CFS
    Jan 18, 2018 18:54 PM

    UsaWatchdog weekly news wrap

    https://www.youtube.com/watch?v=Unbl5jeZHqo

    Jan 19, 2018 19:07 AM

    California HOMELESS………this is tragic………
    https://www.youtube.com/watch?v=zvCGtxeknSg