CNBC's "Fast Money" Gold and Silver Party Like It’s 1979 and the Retail Winners This Holiday Season 12/26/25
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Dec 26, 2025 Tim Seymour, a savvy portfolio manager known for his insights on commodities, joins Bono, a keen market analyst, and Katie Stockton, a renowned technical analyst, in a lively discussion. They dive into the remarkable surge in gold and silver prices, linking it to central bank activity and global uncertainty. The trio also explores the holiday retail landscape, identifying winners and potential challenges for consumers ahead. With insights on Fed policy and energy stocks, the conversation is both timely and packed with market wisdom.
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Precious Metals Surge Has Structural Drivers
- Gold and silver have surged driven by central bank diversification, geopolitics, ETF flows, retail speculation, and supply disruptions.
- Tim Seymour warns silver may be overdone while gold's drivers persist into 2026.
Gold's Value Is Perception, Not Earnings
- Gold trades heavily on perception of central bank policy and real rates rather than earnings.
- Katie Stockton highlights tangible appeal and perceived store-of-value amid Fed uncertainty.
Silver Shows Parabolic Momentum And Risk
- Silver's chart looks parabolic with a confirmed breakout versus gold, raising both momentum and topping risk.
- Katie Stockton cautions gaps and potential pivot points despite structural outperformance.