The David Lin Report 'Serious Sell-Off' This Fall: Fed Action To Trigger Market Panic | John Feneck
Sep 17, 2025
John Feneck, CEO of Feneck Consulting, shares his expertise on precious metals and market dynamics. He argues that gold and silver are set to outperform stocks due to a weaker economy than most realize. The discussion tackles potential market corrections this fall, labor market weaknesses, and why gold prices are rising despite unchanged rates. Feneck also highlights key factors in evaluating mining companies and addresses common misconceptions about investing in precious metals.
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Consumer Stress Signals Recession Risks
- Traditional recession measures already showed two negative GDP quarters this year.
- Feneck warns consumer stress—rising loan defaults and credit card debt—will curtail future growth.
Silver Catch-Up And Higher Targets
- Silver lagged gold but accelerated after breaking key resistance at $30 then $40.
- Feneck views inflation-adjusted silver $50 equivalent nearer $68–$70 as a 2026 target.
Balance Bullion And Miners In Core
- Hold a mix of bullion and miners as core and traded positions.
- Feneck keeps roughly one-third of his portfolio in physicals, ETFs, and miners as a hub.