Jon Gilbert

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Jon Gilbert

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Private credit signals broader liquidity risk beneath record equity markets - Dohmen Capital

(Kitco News) - The increasing stress in private credit markets is pointing to a broader tightening in financial system liquidity, even as public equities continue to trade near record highs, according to Bert Dohmen, president and founder of Dohmen Capital.Speaking with Kitco News on April 27, 2026, Dohmen said the divergence reflects a late-cycle transition in which institutional investors are reducing exposure while risk is increasingly absorbed by retail participants.

Apr 28, 2026 - 1:40 PM

Wall Street is misreading inflation as bank credit surges, gold seen reaching $7,000 – Professor Steve Hanke

(Kitco News) A quiet acceleration in bank lending and money supply growth is setting the stage for renewed inflation, a risk markets may be underestimating as they focus on oil prices, rate cuts, and artificial intelligence, according to Steve Hanke, Professor of Applied Economics at Johns Hopkins University.Speaking with Kitco News on April 23, 2026, Hanke said the prevailing narrative around inflation misses the central role of commercial banks in creating money.“I think the markets are very complacent right now,” he said.

Apr 23, 2026 - 6:13 PM

Bitcoin enters ‘fall phase’ with $40K–$55K downside as gold leads debasement trade, Terpin says

(Kitco News) Bitcoin is entering a post-peak correction phase that could extend through the coming months, even as the broader macro backdrop continues to support hard assets, according to Michael Terpin.Speaking with Kitco News in early April 2026, the founder and CEO of Transform Ventures said the current market reflects a repeatable cycle driven more by investor behavior than geopolitical shocks.“That’s Bitcoin fall. That’s what we’re in right now,” he said.

Apr 15, 2026 - 3:48 PM

Permanent inflation reshaping markets as silver enters new price regime, Skousen says

(Kitco News) - Investors are entering a structural inflationary regime that is reshaping how commodities, currencies, and financial assets are valued, with silver potentially establishing a long-term price floor well above historical norms, according to Mark Skousen.Speaking with Kitco News in early April 2026, Skousen, a presidential fellow at Chapman University and macroeconomic strategist at the Oxford Club, said the current environment reflects a fundamental shift rather than a temporary post-crisis cycle.

Apr 14, 2026 - 5:50 PM

Mining Enters ‘Pacman’ Phase as Capital Shifts to U.S. - Frank Holmes

Mar 17, 2026 - 4:09 PM

Tony Makuch named Kitco Mining CEO of the Year after Porcupine turnaround

(Kitco News) Tony Makuch, president and CEO of Discovery Silver (TSX: DSV; OTCQX: DSVSF), was named Kitco Mining’s CEO of the Year at the 35th BMO Global Metals, Mining & Critical Minerals Conference in Florida in February 2026, following a year in which the company repositioned the Porcupine complex in Ontario as a cash-generating growth platform.

Mar 02, 2026 - 11:36 AM

Silver’s 10.5% Drop Reflects Structural Liquidation, Not Manipulation, Says Former Bullion Bank Executive

(Kitco News) - Silver’s wild 10.5% plunge this week sent prices tumbling to a low just shy of $75 before clawing back some ground, and the move has traders arguing once again over whether this was a case of coordinated pressure or a sign of something deeper shifting in the precious metals rally. Gold wasn’t spared either, dropping nearly $150 in the same session and briefly testing the $4,880 level before bouncing back.

Feb 13, 2026 - 1:44 PM

Randi Hipper Says Bitcoin Volatility Is Testing Conviction, Not the Thesis

Feb 10, 2026 - 3:29 PM

Lynette Zang says 2026 will test system confidence as ownership and control risks rise

(Kitco News) As 2026 progresses, Lynette Zang says investors should spend less time focusing on short-term moves in gold and silver prices and more time questioning whether confidence in the financial system can be sustained. Rising debt levels, geopolitical escalation, and expanding policy intervention, she argues, are creating conditions where access and ownership may matter as much as valuation.

Jan 27, 2026 - 8:00 AM

Lobo Tiggre Says Silver’s Violent Pullback Looks Like a Flush, Not a Top, as Miners Lag Record Prices in Early 2026

(Kitco News) As markets settle into the first weeks of 2026 following a year of sharp gains and rising volatility across precious metals, silver surged sharply before reversing in a violent pullback. Gold also pushed to new highs before retreating. The speed of the move reignited widespread speculation around forced liquidations, institutional stress, and market manipulation, but Lobo Tiggre, editor of The Independent Speculator, said the price action itself does not signal the end of the bull cycle.

Jan 20, 2026 - 5:41 PM

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.

Dec 30, 2025 - 12:46 PM

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.

Dec 30, 2025 - 12:34 PM

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.

Dec 30, 2025 - 12:35 PM

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.

Dec 30, 2025 - 12:36 PM

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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