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Silver Hits Records as Kolanovic Warns of 50% Drop, Prompting Safety Focus for Buyers

Investors now weigh crash warnings against consumer advice on safe purchases at record prices.

Overview

  • Spot prices climbed into roughly the $100 to $120 per ounce range this week, with CBS News citing nearly $120 on January 29 after a rapid multi-month rally.
  • J.P. Morgan strategist Marko Kolanovic, as reported by Barchart, cautioned that silver could retrace to about $50 later in 2026, pointing to speculative flows and meme-style trading dynamics.
  • Bulls highlight industrial demand and a supply shortfall, with Barchart citing HSBC’s expectation of a structural deficit this year and noting the U.S. Mint’s temporary removal of some silver coin products for a pricing review.
  • Consumer guidance from CBS News urges buyers to use established dealers, favor recognizable government-minted coins, choose payment methods with fraud protection, and verify authenticity on larger purchases.
  • CBS News reports typical premiums for common government coins are usually under about $10 per ounce at current levels, while markups of 15% to 20% or higher and high-pressure tactics are flagged as warning signs.