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Don Durrett — market thesis over time

Tracked across 58 of Don Durrett's own interviews · Jan 2025 → Jul 2026 · 4 core assets

Where Don Durrett stands now

His latest tracked stance on each asset, most-covered first.

Gold
bullish · 83% bull
52 interviews · last Jul 2026
Silver
neutral · 50% bull
36 interviews · last Jul 2026
S&P 500
bearish · 0% bull
17 interviews · last Jul 2026
Bonds / TLT
bearish · 0% bull
5 interviews · last Apr 2026

Conviction ribbon

Each cell is a week; colour = how bullish, opacity = airtime. Click a cell to jump to the clip.

Gold52Gold · week of 2025-01-27 — bull 100% · 1 claims / 1 interviewsGold · week of 2025-02-17 — bull 78% · 5 claims / 1 interviewsGold · week of 2025-02-24 — bull 100% · 7 claims / 1 interviewsGold · week of 2025-05-05 — bull 100% · 2 claims / 1 interviewsGold · week of 2025-05-12 — bull 100% · 5 claims / 1 interviewsGold · week of 2025-07-21 — bull 100% · 2 claims / 1 interviewsGold · week of 2025-07-28 — bull 100% · 3 claims / 1 interviewsGold · week of 2025-08-18 — bull 100% · 1 claims / 1 interviewsGold · week of 2025-09-29 — bull 100% · 5 claims / 1 interviewsGold · week of 2025-10-13 — bull 100% · 5 claims / 1 interviewsGold · week of 2025-10-20 — bull 100% · 4 claims / 1 interviewsGold · week of 2025-11-10 — bull 100% · 1 claims / 1 interviewsGold · week of 2025-12-22 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-01-19 — bull 100% · 5 claims / 1 interviewsGold · week of 2026-01-26 — bull 100% · 3 claims / 2 interviewsGold · week of 2026-02-09 — bull 78% · 4 claims / 1 interviewsGold · week of 2026-02-16 — bull 100% · 7 claims / 3 interviewsGold · week of 2026-02-23 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-03-02 — bull 100% · 6 claims / 2 interviewsGold · week of 2026-03-09 — bull 77% · 5 claims / 3 interviewsGold · week of 2026-03-16 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-03-23 — bull 100% · 3 claims / 2 interviewsGold · week of 2026-03-30 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-04-06 — bull 81% · 4 claims / 1 interviewsGold · week of 2026-04-13 — bull 94% · 27 claims / 8 interviewsGold · week of 2026-04-20 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-04-27 — bull 83% · 9 claims / 2 interviewsGold · week of 2026-05-04 — bull 60% · 8 claims / 2 interviewsGold · week of 2026-05-11 — bull 83% · 11 claims / 1 interviewsGold · week of 2026-06-01 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-06-29 — bull 69% · 7 claims / 2 interviewsGold · week of 2026-07-06 — bull 100% · 2 claims / 1 interviewsGold · week of 2026-07-13 — bull 83% · 10 claims / 3 interviewsSilver36Silver · week of 2025-01-27 — bull 100% · 3 claims / 1 interviewsSilver · week of 2025-05-05 — bull 100% · 2 claims / 1 interviewsSilver · week of 2025-05-12 — bull 77% · 2 claims / 1 interviewsSilver · week of 2025-07-21 — bull 70% · 3 claims / 1 interviewsSilver · week of 2025-08-18 — bull 100% · 1 claims / 1 interviewsSilver · week of 2025-09-29 — bull 100% · 1 claims / 1 interviewsSilver · week of 2025-10-13 — bull 100% · 1 claims / 1 interviewsSilver · week of 2025-11-10 — bull 100% · 5 claims / 1 interviewsSilver · week of 2025-12-08 — bull 100% · 3 claims / 2 interviewsSilver · week of 2025-12-22 — bull 100% · 3 claims / 1 interviewsSilver · week of 2026-01-19 — bull 100% · 3 claims / 1 interviewsSilver · week of 2026-01-26 — bull 100% · 9 claims / 2 interviewsSilver · week of 2026-02-09 — bull 100% · 2 claims / 1 interviewsSilver · week of 2026-02-16 — bull 100% · 3 claims / 3 interviewsSilver · week of 2026-02-23 — bull 100% · 1 claims / 1 interviewsSilver · week of 2026-03-09 — bull 69% · 7 claims / 3 interviewsSilver · week of 2026-03-16 — bull 100% · 1 claims / 1 interviewsSilver · week of 2026-03-23 — bull 100% · 4 claims / 3 interviewsSilver · week of 2026-04-06 — bull 81% · 2 claims / 1 interviewsSilver · week of 2026-04-13 — bull 100% · 6 claims / 4 interviewsSilver · week of 2026-04-20 — bull 100% · 1 claims / 1 interviewsSilver · week of 2026-04-27 — bull 100% · 2 claims / 1 interviewsSilver · week of 2026-06-29 — bull 79% · 4 claims / 2 interviewsSilver · week of 2026-07-13 — bull 50% · 1 claims / 1 interviewsS&P 50017S&P 500 · week of 2025-02-17 — bull 0% · 1 claims / 1 interviewsS&P 500 · week of 2025-05-12 — bull 0% · 1 claims / 1 interviewsS&P 500 · week of 2025-10-20 — bull 48% · 2 claims / 1 interviewsS&P 500 · week of 2025-12-01 — bull 0% · 1 claims / 1 interviewsS&P 500 · week of 2026-02-16 — bull 0% · 1 claims / 1 interviewsS&P 500 · week of 2026-03-02 — bull 0% · 2 claims / 1 interviewsS&P 500 · week of 2026-03-09 — bull 0% · 2 claims / 1 interviewsS&P 500 · week of 2026-03-23 — bull 0% · 2 claims / 2 interviewsS&P 500 · week of 2026-04-13 — bull 0% · 2 claims / 2 interviewsS&P 500 · week of 2026-05-04 — bull 0% · 4 claims / 2 interviewsS&P 500 · week of 2026-06-01 — bull 0% · 1 claims / 1 interviewsS&P 500 · week of 2026-06-29 — bull 0% · 2 claims / 2 interviewsS&P 500 · week of 2026-07-06 — bull 0% · 1 claims / 1 interviewsBonds / TLT5Bonds / TLT · week of 2025-05-05 — bull 0% · 2 claims / 1 interviewsBonds / TLT · week of 2026-02-16 — bull 0% · 1 claims / 1 interviewsBonds / TLT · week of 2026-03-02 — bull 0% · 1 claims / 1 interviewsBonds / TLT · week of 2026-03-09 — bull 0% · 1 claims / 1 interviewsBonds / TLT · week of 2026-04-27 — bull 0% · 1 claims / 1 interviewsJan '25Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26

Gold

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual Gold price.

10050052303182Gold · week of 2025-01-27 — bull 100% · 1 claims / 1 interviews “Freegold Ventures is worth a 10-bagger because Eric Sprott owns 29% and refuses to sell until the stock reaches $100/oz in the ground.”Gold · week of 2025-02-17 — bull 78% · 5 claims / 1 interviews “Gold and silver miners only perform well during economic turmoil, and that turmoil has not started yet, so there will not be an extended bul”Gold · week of 2025-02-24 — bull 100% · 7 claims / 1 interviews “Gold will decouple from stocks during the recession and find support between $2,600 and $2,700 before bouncing higher as uncertainty rises.”Gold · week of 2025-05-05 — bull 100% · 2 claims / 1 interviews “Gold is changing its role in the global economy and reintegrating into the monetary system, with no other safe place for investors to hide.”Gold · week of 2025-05-12 — bull 100% · 5 claims / 1 interviews “Gold will reach $5,000 per ounce in a two to three year run.”Gold · week of 2025-07-21 — bull 100% · 2 claims / 1 interviews “Gold will reach $5,000, and $8,000 is definitely in play.”Gold · week of 2025-07-28 — bull 100% · 3 claims / 1 interviews “Gold will reach $5,000 per ounce within the next 36 months.”Gold · week of 2025-08-18 — bull 100% · 1 claims / 1 interviews “Gold is going to 5,000 based on the February 2024 weekly breakout candle from $2,000 to $2,400.”Gold · week of 2025-09-29 — bull 100% · 5 claims / 1 interviews “Foreigners — not Americans — are the ones buying gold, and foreign central banks are selling US dollars and bonds to buy gold, front-running”Gold · week of 2025-10-13 — bull 100% · 5 claims / 1 interviews “The precious metals bull market is still in its early innings, and gold and silver miner stocks are still early.”Gold · week of 2025-10-20 — bull 100% · 4 claims / 1 interviews “The trend in gold is still up — a lower low has not been established, so the bull market remains intact.”Gold · week of 2025-11-10 — bull 100% · 1 claims / 1 interviews “Gold will ultimately reach $6,000-$8,000 within the next 24-36 months.”Gold · week of 2025-12-22 — bull 100% · 1 claims / 1 interviews “Gold will need to reach at least $5,000 before it is time to consider selling mining stocks.”Gold · week of 2026-01-19 — bull 100% · 5 claims / 1 interviews “Gold is high right now because of the fragility of the US economy and the US bond market, plus de-dollarization by the BRICS/Global South.”Gold · week of 2026-01-26 — bull 100% · 3 claims / 2 interviews “The US bond market is fragile, becoming more fragile every day, and it is going to fail, which is why gold is going higher.”Gold · week of 2026-02-09 — bull 78% · 4 claims / 1 interviews “Gold exploded from $2,000 to $5,000 because China monetized gold for a new monetary order via BRICS+ after Russia was kicked out of SWIFT.”Gold · week of 2026-02-16 — bull 100% · 7 claims / 3 interviews “Gold rose from about $2,000 to $5,000 because of a shift in the monetary order, not because of inflation.”Gold · week of 2026-02-23 — bull 100% · 1 claims / 1 interviews “The US bond market is breaking and falling apart, which is the root cause of gold's rally from $2,050 to $5,600 in two years.”Gold · week of 2026-03-02 — bull 100% · 6 claims / 2 interviews “Gold is rising because of structural reallocation by central banks away from US Treasuries and into gold as a neutral reserve asset.”Gold · week of 2026-03-09 — bull 77% · 5 claims / 3 interviews “Gold has broken out for a reason and will keep rising because the debt problem is unsolvable.”Gold · week of 2026-03-16 — bull 100% · 1 claims / 1 interviews “Gold will reach $7,000 per ounce as a top target.”Gold · week of 2026-03-23 — bull 100% · 3 claims / 2 interviews “Gold will reach $7,000 per ounce as a target.”Gold · week of 2026-03-30 — bull 100% · 1 claims / 1 interviews “Gold and silver miners can handle $300/oz cost increases from higher oil if gold is above $5,000.”Gold · week of 2026-04-06 — bull 81% · 4 claims / 1 interviews “We are in a bull market in gold that started in February 2024.”Gold · week of 2026-04-13 — bull 94% · 27 claims / 8 interviews “The fragility of the US bond market, not war or inflation, is the sole reason gold surged from $2,000 to $5,600.”Gold · week of 2026-04-20 — bull 100% · 1 claims / 1 interviews “Gold will reach $7,000.”Gold · week of 2026-04-27 — bull 83% · 9 claims / 2 interviews “Gold will reach $7,000 per ounce within the next two to three years.”Gold · week of 2026-05-04 — bull 60% · 8 claims / 2 interviews “Gold only outperforms the stock market when a 'fear trade' emerges, meaning people are afraid to own stocks, afraid of cash and bonds due to”Gold · week of 2026-05-11 — bull 83% · 11 claims / 1 interviews “Grassy Mountain alone is worth more than Paramount Gold Nevada's entire current market cap.”Gold · week of 2026-06-01 — bull 100% · 1 claims / 1 interviews “Gold will be the winner when stocks and bonds crash, as $250 trillion in combined assets rotate into gold.”Gold · week of 2026-06-29 — bull 69% · 7 claims / 2 interviews “The gold to S&P 500 ratio needs to rise from 0.55 to 0.77 for gold and silver miners to have a favorable tailwind.”Gold · week of 2026-07-06 — bull 100% · 2 claims / 1 interviews “Gold mining stocks are valued about 50% below fair value, with fair value at a free cash flow multiple of roughly 15x, and they will not rea”Gold · week of 2026-07-13 — bull 83% · 10 claims / 3 interviews “The gold bull market is not over; gold would need to fall below $2,800 for the chart to break down.”Jan '25Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26

Silver

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual Silver price.

10050010132Silver · week of 2025-01-27 — bull 100% · 3 claims / 1 interviews “Aveno Silver is the cheapest silver producer out there.”Silver · week of 2025-05-05 — bull 100% · 2 claims / 1 interviews “Silver miners are unbelievably cheap because their valuations are based on silver below $35, while the inflation-adjusted all-time high for ”Silver · week of 2025-05-12 — bull 77% · 2 claims / 1 interviews “Wall Street is completely ignoring the silver miners, and that will change once the fear trade arrives.”Silver · week of 2025-07-21 — bull 70% · 3 claims / 1 interviews “Silver's legitimate all-time high is $88 (using a 40 GSR from 1980), not $50, and silver at $39 means it is not even 50% of the way to that ”Silver · week of 2025-08-18 — bull 100% · 1 claims / 1 interviews “Silver will end the year above $40 but not above $50, settling around $42.”Silver · week of 2025-09-29 — bull 100% · 1 claims / 1 interviews “Silver could reach $100-$150 based on technical chart patterns like the cup-and-handle formation.”Silver · week of 2025-10-13 — bull 100% · 1 claims / 1 interviews “Once silver is above $45, it becomes a Giffen good where higher prices increase demand, creating persistent shortages and flipping the selle”Silver · week of 2025-11-10 — bull 100% · 5 claims / 1 interviews “Silver will reach $125-$150 ultimately as gold hits $6,000.”Silver · week of 2025-12-08 — bull 100% · 3 claims / 2 interviews “Small silver producers offer outsized upside because they are rare (only ~15 exist worldwide) and each 1 million ounces of production at $10”Silver · week of 2025-12-22 — bull 100% · 3 claims / 1 interviews “Silver will significantly outperform gold going forward, with the gold-silver ratio set to compress further.”Silver · week of 2026-01-19 — bull 100% · 3 claims / 1 interviews “There is an accelerating physical shortage of silver driven by industrial demand (solar, electronics, military) outstripping supply, with a ”Silver · week of 2026-01-26 — bull 100% · 9 claims / 2 interviews “There will be a physical silver shortage because investors are drawing down above-ground inventory and only 800 million ounces are mined ann”Silver · week of 2026-02-09 — bull 100% · 2 claims / 1 interviews “COMEX will likely not have enough silver to deliver in March 2025, and even if they do, they will be nearly out going into April and May.”Silver · week of 2026-02-16 — bull 100% · 3 claims / 3 interviews “Silver will face a supply squeeze because investment demand will leave too little metal available after fabrication needs are met.”Silver · week of 2026-02-23 — bull 100% · 1 claims / 1 interviews “SilverCo Mining's market cap of ~$600 million is one-third of Aino's $2 billion valuation, making it undervalued relative to peers.”Silver · week of 2026-03-09 — bull 69% · 7 claims / 3 interviews “Silver will retest $72 support before going back to $120, and could overshoot to the downside intraday but will quickly recover.”Silver · week of 2026-03-16 — bull 100% · 1 claims / 1 interviews “The gold-to-silver ratio (GSR) will compress as gold goes higher, meaning silver will outperform gold on the upside.”Silver · week of 2026-03-23 — bull 100% · 4 claims / 3 interviews “Silver will trade between $175 and $180 based on gold reaching $7,000 and assuming a 2.5% gold-to-silver ratio.”Silver · week of 2026-04-06 — bull 81% · 2 claims / 1 interviews “Silver will continue to outperform gold by at least 2-to-1 from current levels.”Silver · week of 2026-04-13 — bull 100% · 6 claims / 4 interviews “Gold will reach at least $7,000 and silver will reach $200 in this bull market.”Silver · week of 2026-04-20 — bull 100% · 1 claims / 1 interviews “Silver will reach $200.”Silver · week of 2026-04-27 — bull 100% · 2 claims / 1 interviews “Silver miners are going to do extremely well.”Silver · week of 2026-06-29 — bull 79% · 4 claims / 2 interviews “We will see a news release where a corporation announces it has to shut down a plant because it cannot find any silver.”Silver · week of 2026-07-13 — bull 50% · 1 claims / 1 interviews “If gold trends up to $4,400-$4,500, silver will trend up to maybe $70, but that would also be a dead cat bounce.”Jan '25Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26

S&P 500

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual S&P 500 price.

10050075805074S&P 500 · week of 2025-02-17 — bull 0% · 1 claims / 1 interviews “The S&P 500 rally is running out of gas because there is no new leadership after the Magnificent Seven faded.”S&P 500 · week of 2025-05-12 — bull 0% · 1 claims / 1 interviews “The S&P 500 cannot go much higher from current levels and will roll over — below 5500 enters a danger zone.”S&P 500 · week of 2025-10-20 — bull 48% · 2 claims / 1 interviews “The S&P 500 is going to crash, and this crash will be a 'Humpty Dumpty' event that cannot be fixed.”S&P 500 · week of 2025-12-01 — bull 0% · 1 claims / 1 interviews “The S&P 500 at an all-time high is lying and not telling the truth about the real state of the economy.”S&P 500 · week of 2026-02-16 — bull 0% · 1 claims / 1 interviews “The S&P 500 will decline roughly 30% in the coming period, similar to the 2000-2001 dotcom crash pattern.”S&P 500 · week of 2026-03-02 — bull 0% · 2 claims / 1 interviews “The US stock market needs at least a 30-40% correction to return to mean valuations.”S&P 500 · week of 2026-03-09 — bull 0% · 2 claims / 1 interviews “The final battle is the S&P 500 failing to recover from a correction, marking the end of this bull market.”S&P 500 · week of 2026-03-23 — bull 0% · 2 claims / 2 interviews “Foreign money (approximately $20 trillion of the $70 trillion US stock market) will start leaving US equities, triggering a self-fulfilling ”S&P 500 · week of 2026-04-13 — bull 0% · 2 claims / 2 interviews “The S&P 500 will fall to around 5500 while gold rises through that same level, creating a decoupling event this year.”S&P 500 · week of 2026-05-04 — bull 0% · 4 claims / 2 interviews “The S&P 500 is in a topping process and will roll over fairly hard once the top is in.”S&P 500 · week of 2026-06-01 — bull 0% · 1 claims / 1 interviews “The US stock market is headed for a protracted bear market analogous to the 1929-1949 and 2000-2010 periods.”S&P 500 · week of 2026-06-29 — bull 0% · 2 claims / 2 interviews “A recession will begin this year, triggered by the stock market falling below 7,000 on the S&P 500.”S&P 500 · week of 2026-07-06 — bull 0% · 1 claims / 1 interviews “The S&P 500 will correct at least 5% between mid-August and mid-October, with 7,000 being a critical level — a break below 6,500 would trigg”Jan '25Feb '25Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26

Bonds / TLT

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call.

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