Don Durrett · founder of GoldStockData.com, author of a textbook on analyzing gold & silver mining stocks; self-described speculator holding ~170 miners.
In one line: the US debt bubble passed its point of no return when Washington started paying holders not to sell Treasuries (July–August 2026), so gold is in a multi-leg bull market to ~$15,000 and gold & silver miners — cheap on free cash flow and scarce — are "the most asymmetric" way to own it; buy the dips, hold the winners to the top.
Von Mises debt bubble, seven stages. Formation → acknowledgement → crisis → ramifications (central banks buy gold, sell Treasuries) → intervention (swap lines for oil states and Japan, Bessent buying the 30-year) → waning confidence (Gundlach) → a recognized "doom loop," likely 2027 on a recession. We are in stage six. (2026-SEP-05)
Gold price map. Floor $3,750; one more pre-midterm dip with buys at $4,200 / <$4,000 / <$3,900; above $4,500 never revisited; leg two to ~$6,500, then a leg-three mania; the cycle now runs to 2030–31, and a debt reset helps gold because nothing else can replace the dollar. (2026-SEP-05)
Silver over gold. Stacks silver for ~2x gold's return; values it at 2–4% of the gold price (target 3%, $200–250 at $8,000 gold). (2026-SEP-05)
Miners are the leverage. The HUI only began beating gold in July 2026; producer FCF multiples ~9–10 heading to the high teens; miner ETFs (GDX, SILJ) to double twice more; Newmont a three-bagger at $7,000 gold; developers must offer 10-baggers. (2026-SEP-05)
Speculator's rules. Expect 3 in 10 picks to disappoint; buy dips (Vizsla, Andean Silver), never buy runs; don't sell half; sell only when frothy; purge story-broken dogs every December. (insights)
The product
Grounded in his own description on 2026-SEP-05 (51:05).
What it is: Don Durrett runs GoldStockData.com, a sign-up research site and search engine covering ~870 gold and silver mining stocks, aimed at people who already own miners ("if you don't own any, don't sign up"); for newcomers he points to his book — a ~300-page, 12th-edition textbook on analyzing mining stocks, with chapters on ETFs and physical metal. He also publishes free videos on his YouTube channel (e.g. "Low-Hanging Fruit") and posts his own ~171-stock portfolio on the site.
Offering
What it is
How he runs it
Seen in the index
GoldStockData.com
Sign-up database + search engine of ~870 miners
A tool to analyze stocks and find additional names for an existing miner portfolio; he posts his holdings and asks readers to flag "dogs"
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The book
~300-page textbook, 12th edition
Teaches how to analyze mining stocks; includes ETF and physical-metal chapters — the starting point for non-owners
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YouTube videos / curated lists
Free stock-list videos; named lists
"Low-Hanging Fruit" (15 stocks that are 15-baggers at $7,000 gold, two minutes each); "the Mormons" (10 best silver miners) and "the Elite Eight" (gold)
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How it serves retail investors: a structured path — read the book to learn the analysis, then use the database to screen a universe too large to follow by hand.
Explicit expectation-setting that suits retail: miners are volatile, 3 in 10 picks disappoint, and everything depends on the metal price rising.
His own portfolio is published, so subscribers can see what he holds and critique it.
Transcripts
One dated page per appearance — each has its stock table, talking points, and the saved transcript. Newest first.