In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack. Peter shares his perspective on recent volatility across commodities, the outlook for precious metals, energy markets, and what earnings season is revealing about the broader economy.
Key themes discussed include:
- Gold & Silver Volatility – A look at the parabolic move and sharp correction in precious metals, why consolidation may take time, and what could ultimately re-establish a more stable base.
- Macro Risks to the Precious Metals Bull Market – Central bank policy, currency strength, geopolitical dynamics, and factors that could weaken long-term demand for gold.
- Base Metals, Critical & Strategic Resources – How deglobalization, supply chain security, and resource hoarding are reshaping demand for industrial and strategic metals.
- Energy Markets & Oil Outlook – Why oil remains supported despite bearish sentiment, the impact of underinvestment, and what higher prices could mean for energy equities.
- Earnings Season & Equity Valuations – Insights into elevated expectations, revenue trends, margin pressures, and what current earnings reveal about economic momentum.
- Sector Positioning for 2026 – Peter highlights where he sees opportunity, including energy, commodities, and select defensive sectors amid shifting market leadership.
Click here to follow Peter at The Boock Report – https://peterboockvar.substack.com/
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.