Jon Gilbert

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Jon Gilbert

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David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026

(Kitco News) As investors look ahead to 2026, markets are largely pricing continuity, with equity valuations assuming earnings growth remains intact, credit markets expecting refinancing to stay orderly, and policymakers continuing to project stability. David Rosenberg says that confidence rests on a narrow foundation.

Peter Schiff Says Fed Reversal, Inflation Clash With Trump, and Silver Surge Point to a Volatile 2026

(Kitco News) As markets move toward 2026, Peter Schiff says the Federal Reserve has quietly returned to the policies that fueled past inflation shocks, even as political leaders publicly dispute whether inflation remains a problem. The debate has recently spilled into a high-profile exchange between Schiff and President Donald Trump, underscoring the growing gap between official messaging and market signals.

Mike McGlone Warns of a “Great Reversion” as Markets Head Into 2026

(Kitco News) As U.S. equity markets close out 2025 near record highs, Bloomberg Intelligence Senior Commodity Strategist Mike McGlone says markets are sending conflicting signals that point to a volatile reset in 2026 rather than a smooth continuation of the current cycle.

Triple-Digit Silver and a Global Monetary Reset: Ronald-Peter Stöferle’s Outlook for 2026

(Kitco News) Gold’s successive all-time highs in 2025, silver’s surge to levels last seen decades ago, and another year of heavy central bank buying have pushed the precious metals market into what Ronald Peter Stöferle believes is its next acceleration phase.

Larry McDonald Says Credit Stress and Liquidity Signals Are Setting Up a Major Shift in 2026

(Kitco News) As markets head into 2026, investors are facing a growing contradiction: Equity markets remain near record highs, yet credit markets are quietly repricing risk. Larry McDonald, founder of The Bear Traps Report and a former Lehman Brothers trader, says that disconnect is becoming increasingly difficult to ignore.

Dec 18, 2025 - 2:38 PM

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