Weekend Show - Dana Lyons & KER QuickTake - Gold, Silver & Metals Correction vs. Energy Strength: Finding The Opportunities
The KE ReportShow Notes
Between severe pullbacks in precious metals and critical minerals, and a deceptive narrowness in broader US stock indices, investors are facing a complex macro tape. In this week’s The KE Report Weekend Show, fund manager Dana Lyons breaks down key technical levels across gold, silver, copper, and energy stocks, while hosts Cory and Shad examine the recent sector-wide commodity slump, the flood of free-trading financing paper, and strategic positioning ahead of tax-loss season.
Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro, kicks off the show to provide a technical outlook across multiple asset classes. He discusses why further short-term weakness in gold and silver would not derail their longer-term bull trends, while expressing optimism toward copper, energy equities, and healthcare despite broader market risks and narrowing breadth. Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/
Segment 3 & 4 - A KER Market QuickTake, hosts Cory and Shad unpack what is driving the broad-based sell-off across precious metals, critical minerals, and uranium, while energy continues to defy gravity. From impending financing overhangs to seasonal tax-loss realities, this discussion offers a roadmap for high-grading your portfolio when market sentiment hits rock bottom.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
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 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.
More from The KE Report
Welcome to this Daily Editorial edition of The KE Report. In this Daily Editorial, Cory and Shad chat with Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to break down a turbulent day across the broader markets. While headline tech names face steep selling pressure following major earnings updates, capital is staging an aggressive migration into classic defensive sectors, retail names, and fixed income.
John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins me to review the best gold intercept drilled to date below the known mineralization at the Oculto deposit, in the ongoing Phase 6 drill program on the Company’s wholly owned Diablillos property in the mining-friendly provinces of Salta and Catamarca, Argentina. We also discuss the valuation mismatch in light of all the value-creation just in 2026, and the growth initiatives along the pathway to construction of the mine and future production in 2029.
In this Company Update, I chat with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), to unpack several major corporate milestones and explore the road ahead for commercialization. Craig provides a comprehensive look into customer engagement, battery performance data, operational scaling, and market adoption across GMG's diverse graphene applications. In this interview, we cover:
Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me to review the newest assay results from its ongoing Phase 2 diamond drilling program at the Cosuño Silver Project, in Bolivia. This initial drilling at the Jalsuri North Target highlights a significant new emerging polymetallic discovery that intersected broad intervals of both zinc and silver mineralization.
In this Company Update, we are joined by Gwen Preston, President and CEO of Alex Metals (TSX-V: ALX | OTCQB: ALXMF). Alex Metals is a newly listed junior exploration company focused on uncovering high-grade volcanogenic massive sulfide (VMS) deposits across an underexplored belt in coastal Southeast Alaska. Gwen shares the founding story of Alex Metals, why the team targeted the prolific Alexander Triassic Belt, and what investors can anticipate as assay results roll out over the coming months: