The David Lin Report · Wednesday, July 8, 2026
Rick Rule anticipates a 'very soft' second half of 2026 for investors, citing two main reasons. He believes the US Fed will face less pressure to lower interest rates, leading to a relatively strong US dollar and weaker gold prices. Additionally, he suggests that the recent conflict in the Gulf acted as a tax, draining liquidity and likely resulting in economic weakness.
“I suspect it's gonna be very soft in the second half.”
“I think there's less pressure on the US Fed to lower interest rates.”
“And I think the economy in the second half of 2026 is going to surprise people with its weakness.”