The David Lin Report

Steve Hanke, Johns Hopkins Professor of Applied Economics and currency expert, breaks down how the Iran war is disrupting oil markets and exposing U.S. fiscal vulnerabilities. He discusses tanker maneuvers, physical oil shortages versus paper markets, Iran’s leverage over the Strait of Hormuz, rising bond yields, and why gold could surge to multi-thousand dollar levels.

Colin Grabow, Associate Director at the Cato Institute specializing in trade policy, discusses how a global fuel shock and Strait of Hormuz closure spike energy costs. He critiques tariffs, the Jones Act, and protectionist rules as hidden price-raising taxes. Short sentences explore shipping constraints, sugar program costs, and policy fixes like repealing tariffs and relaxing shipping rules.

Florian Grummes, Managing Director of Midas Touch Consulting and commodity analyst focused on precious metals and energy markets. He breaks down how the Iran war is reshaping oil, gold, and Bitcoin. He maps long-term damage to Middle East energy, explains why gold did not act like a safe haven, and outlines commodities versus stocks cycles and tactical buy-the-dip ideas.

Benjamin Cowen, founder of Into The Cryptoverse and YouTuber known for data-driven crypto analysis. He warns the Bitcoin bear market may not be over and could see deeper drawdowns. Discusses time-based cycle signals, on-chain realized and balance-price indicators, correlations with macro markets, ETF flows versus retail interest, and what could realistically spark a rapid Bitcoin rally.

Morgan Steckler, Senior Director at Priority Gold and precious-metals specialist, talks about the mechanics behind gold's sharp drop and why it happened despite bullish fundamentals. He discusses where a price floor might be and strong customer demand for physical metals. They cover gold’s role as a portfolio diversifier, BRICS reserve accumulation, debt-cycle risks, and practicalities of buying and storing physical bullion.

Doomberg, head writer of the Doomberg Substack and energy/geopolitics analyst, breaks down the Iran war’s market shock. He traces threats to the Strait of Hormuz, fragile Gulf infrastructure, and diesel shortages. He maps how Russia and China might exploit the chaos and outlines timelines and markers to watch as energy markets reel.

Mike McGlone, senior commodity strategist at Bloomberg Intelligence, gives a market-focused outlook on oil, gold, Bitcoin and recession risk. He discusses the shock from the Strait of Hormuz closure and volatile immediate market reactions. He covers why stocks were rolling over, oil-driven recession dynamics, Fed risks, and where gold, silver and Bitcoin might head next.

Gary Wagner, editor of TheGoldForecast.com and precious metals analyst, offers concise market commentary. He debates whether gold’s decline is a temporary correction or a deeper pivot. He explains technical patterns like double tops and retracements. He contrasts technicals with fundamentals, discusses money rotating into oil, and outlines levels to watch for potential further drops.

Shaun Rein, founder of China Market Research Group and author on China's economy, gives a sharp read on Beijing's long game. He covers China's push into solar and tech independence. He talks about shifting oil flows, RMB internationalization, and how a U.S. financial crisis could accelerate China’s rise. He also weighs Taiwan risk and China's cautious approach to Middle East ties.

Christopher Whalen, chairman of Whalen Global Advisors and publisher of the Institutional Risk Analyst, is a veteran banking and credit markets analyst. He unpacks the private credit redemption surge and contagion risks. He discusses how low rates masked defaults, the knock-on effects for mortgages and bond yields, and why precious metals and REITs look attractive amid rising systemic stress.