The David Lin Report · Tuesday, July 14, 2026
Peter Boockvar expects gold and silver to resume their bull market in the latter half of the year, despite their recent digestion of an extraordinary run. He believes real interest rates and the dollar will drive this, though he is not entirely confident about the dollar's continued strength.
“I think from here, uh, they're being driven by real rates, uh, and the dollar.”
“I don't think real rates will continue like this because I think that inflation numbers will catch up.”
“So I think at some point, you know, the back half of this year, uh, gold and silver will resume their bull market, but I'm not sure when though, but I do think that that will happen.”