The Korelin Economics Report

Weekend Show – Dave Erfle & Dana Lyons – 2025 Outlook For Metals Investors, Equities and Technical Analysis


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Welcome to the KE Report Weekend Show! This Weekend Show is all about investing in resource sector equities, from majors to juniors to the ETFs.

 

Looking past just the GDX or GDXJ, there are a lot of resource stocks, mostly miners but some more advanced developers as well, that are at or near all time highs. The juniors are still lagging and volumes are still relatively low. What does this mean for 2025? It’s a question we focus on a lot this weekend. 

 

We hope you all have a great weekend. If you are in Vancouver next weekend for any of the conferences please reach out and we can meet up at the conference or for a drink. 

 

  • Segment 1 & 2 – Dave Erfle, Editor of the Junior Miner Junky kicks off the Weekend Show outlining his outlook for resource stocks (mostly precious metals equites) for 2025. We start by discussing the current challenges and opportunities within the resource stocks, particularly the impact of Western investment demand, market corrections, and sector rotations from AI and crypto to undervalued resource stocks. Dave also talks about the importance of company catalysis in investment decisions and the potential for exciting M&A in 2025. The discussion covers themes such as constructing a personalized GDXJ-style portfolio, the expected performance of gold and silver stocks, and the broader economic factors influencing these investments.
  • Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
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    • Segment 3 & 4 – Dana Lyons, Fund Manager and Editor of The Lyons Share Pro wraps up the show sharing his technical analysis of the major commodities; gold, silver, copper, il and natural gas. Dana also shares insights into the U.S. equity markets, providing both short-term and long-term outlooks based on internal models and historic trends. We also discuss interest rates, the U.S. Dollar, and Bitcoin.
    • Dana is extending his holiday sale at The Lyons Share Pro. For 20% off please email me at [email protected] or Dana directly at [email protected]. For all you traders it’ll be worth your time to test out his subscription service.
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      Dave Erfle
      Dana Lyons
      ...more
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      The Korelin Economics ReportBy www.kereport.com

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