The David Lin Report · Saturday, August 1, 2026
Silver is positioned for strong performance in a bull cycle due to several macro trends, including potential gold coverage ratio reversion and its tendency to follow gold's upward movements. The increasing institutional positioning for a weaker dollar also supports precious metals.
“While gold has grabbed most of the precious metals headlines, the metal with the most torque in a bull cycle is often silver.”
“Third, with tariffs now viewed as a sticky policy, institutions are increasingly positioning for a weaker dollar regime.”
“A softer dollar is typically supportive for commodities and precious metals.”