The David Lin Report

Silver Nears $100, NATO Arrives In Greenland: What's Next For Markets? | Mark Skousen

Jan 16, 2026
Mark Skousen, an esteemed economist and founder of The Skousen Report, shares insights on silver's rally towards $100, highlighting its implications for inflation. He discusses the factors driving silver's price, comparing past bull markets while linking rising commodity values to expansive money supply. Skousen delves into geopolitical issues, including NATO's moves in Greenland and their potential impacts on defense spending. He also offers investment tips for 2026, emphasizing commodities and tech equities as potential winners.
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INSIGHT

Silver Signals Persistent Inflation

  • Silver's surge signals an era of persistent inflation rather than a temporary spike.
  • Mark Skousen argues Fed talk of price stability is contradicted by commodity price action and money supply growth.
INSIGHT

Industrial Demand Adds To Silver Rally

  • Silver's rally is driven by both monetary demand and expanding industrial uses like data centers and chipmaking.
  • China restricting silver exports and supply shortages amplify price pressure.
ANECDOTE

Gifting Silver Dollars To Students

  • Mark Skousen recounts giving American Eagle silver dollars to his students and using them as tips and gifts.
  • He says rising prices make that tradition bittersweet because those coins now cost about $100 each.
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