Weekend Show – Dana Lyons & Joe Mazumdar – Investing In Markets & Metals Stocks: Here’s What’s Outperforming, Major Gold Companies Earnings Recap
Welcome to The KE Report Weekend Show!
This weekend show is a balance between investing in markets and metals stocks. We get insights from a Fund Manager sharing where his models are telling him the best opportunities are, and a well known newsletter writer highlighting the metals stocks that are outperforming and recapping the major miner earnings.
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- Segment 1 & 2 – Dana Lyons, Fund Manager and Editor of The Lyons Share Pro to discuss current market trends and his outlook for the rest of the year. Dana provides insights on the bifurcated market performance, noting that large-cap growth stocks continue to lead. He shares his outlook for the rest of the year, emphasizing the importance of following quantitative models for decision-making. The conversation also touches on interest rate-sensitive sectors, dividend opportunities, and the potential for a global market catch-up. Dana highlights the relative strength of sectors like technology, financials, aerospace, and global markets hedged against currency risks. Additionally, the discussion covers the performance of gold stocks and the potential for silver and copper miners to catch up.
- Segment 3 & 4 – Joe Mazumdar, Editor of Exploration Insights joins us to for a comprehensive overview of copper investments, major earnings reports in the gold sector, and the challenges and opportunities for investing in West African gold producers. Joe shares his observations from a recent trip to Africa, exploring the investability of West African gold jurisdictions, the impact of security risks, and the importance of infrastructure for mining projects. We also dive into the copper exploration landscape in Namibia and Zambia and evaluate the involvement of Western and Chinese companies in the region. Additionally, Joe analyzes the latest earnings reports from major gold companies, discussing the factors influencing market reactions and the future prospects for gold producers.
The Ides of March are upon us, PDAC is coming up, remember The PDAC curse! The curse signals a change, and it has consistently been a change for the worse. LOL! DT 😉
I was reading an article about building Ev’s in China, The Chinese allowed Musk to build Tesla factories in their mainland so they could study his production methods which were state of the art. The Chinese are now outproducing him and undercutting his prices by using AI to a more advanced degree than Musk has. There auto assembly lines use almost no human labor. Therefore, they can run their factories 24/7 365 days a year and turn the lights off if they want to save energy robots don’t need artificial lighting, or cafeterias, or someone to park the completed product, and if a machine breaks down, they can send a maintenance robot to fix it in the dark. Robots remember use sensors and night vision technology.
White collar workers will be much easier to automate with the new technology. They have saved the easier jobs to replace because wealth is defined by manufacturing, agriculture and mining. Replacing paper shufflers, that includes Doctors and Lawyers will be a piece of cake. DT
What is to become of the ‘now useless eaters’?
Our bodies aren’t suitable for interplanetary travel, humans are like dinosaurs just a step in the process of evolution. We would like to think that we are different and irreplaceable, but we aren’t. The way the future is going in the advanced nations it is becoming too expensive to support a family, all part of the design and/or evolution. DT
Every other human species is extinct, why wouldnt homo sapiens go too?
Good point SF, Cro-Magnon man and Neanderthal gone! They were erect, used tools, interbred with humans, had human emotions, and when members of their family died, they buried them in graves with flowers. DT
The Future Of Clean Energy Looks Increasingly Nuclear
When New York Governor Kathy Hochul, whose state has banned natural gas pipelines because “climate change,” goes all in for nuclear energy, you know the revolution is under way. For decades, the anti-nuclear movement moved from protesting nuclear weapons to oppose nuclear energy as well.
But not today. Gov. Hochul, in an adjunct to her state of the state speech in January, said her administration supports a grant request by Constellation Energy for federal funding to build one or more small modular nuclear reactors at its Nine Mile Point site in Oswego. Constellation’s four New York State reactors provide about a fifth of the state’s electricity.
https://tippinsights.com/the-future-of-clean-energy-looks-increasingly-nuclear/
Nuclear is a great base power source, but ‘woke attacks’ on NatGas is laughable. How long, considering Trump’s current drives?
Climate change is just a smoke screen to try and slow technology down. Advanced technology needs huge amounts of energy. Remember technology never sleeps and one day in the near future they will develop practical working breeder reactors and there will be an abundance of free energy. DT
Those modular versions are attractive. Then there’s fusion energy, and beyond these Tesla’s stuff of dreams. Interesting times increasingly more so. BDC
https://www.fibonomics.com/2025/02/american-dollar.html
American Dollar : Status : NatGas : Weather