The David Lin Report

500 Point Swings For S&P In 2026, Economist Reveals Top Pick | Nomi Prins

Jan 8, 2026
Guest
Nomi Prins
Nomi Prins, an economist, geo-macro analyst, and bestselling author, shares her insights on the financial landscape in 2026. She predicts that silver and commodities will outperform stocks due to China's export restrictions and a looming supply deficit. Prins discusses the potential reclassification of silver as a vital monetary asset and the broader implications of commodity export controls. With the market facing volatility, she emphasizes how protectionism and geopolitical shifts will shape the economy in the coming years.
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INSIGHT

Governments Are Racing To Secure Commodity Chains

  • Governments globally are prioritizing hard commodities and downstream processing to secure supply chains.
  • Nomi Prins highlights US investments in rare earths and uranium processing as part of this strategic shift.
INSIGHT

China's Silver Controls Create A Real Squeeze

  • China restricted silver exports to control processing and build stockpiles, creating a real physical supply squeeze.
  • Nomi Prins says this structural deficit and no new mines for two years will push silver prices higher and force miner acceleration.
ADVICE

Position For Commodity Upside, Especially Silver

  • Consider exposure to silver and strategic commodity miners because of structural deficits and potential reserve demand.
  • Nomi Prins suggests miners will accelerate projects and commodities may offer better upside than broad equities this year.
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