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Undervalued & Overlooked: Don Durrett's Mining Stock Strategy As debt bubbles expand and trust in traditional assets fades, gold is reclaiming its role at the center of the global financial system. In this episode, we dive into why gold's next leg higher is just beginning—and why physical metals are...

28,287 Aufrufe • vor 1 Jahr •via X (Twitter)

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JUNIORS IN THE $5,000 GOLD ERA: RISK VS REWARD RIGHT NOW Gold smashing above $5,000 and silver in triple digits has created one of the strongest precious metals bull markets in history. Expert Don Durrett shares unfiltered views on juniors—where the real upside and hidden risks lie in this explosive phase. THE BULL MARKET IS FULLY ON: WIND AT OUR BACK ✅ Don Durrett: "We're in a full-fledged bull market... I don't see a path for 2026 where gold doesn't go higher." ➡️ Silver broke out in August at $35 and surged 200% in six months—this is rare strength. 📈 "This is the third bull market I've seen... we're early because miners are still cheap." THE REAL REWARD: MASSIVE UPSIDE IN QUALITY JUNIORS ✅ Quality producers lead the way—40-50% of portfolios should be here for the best risk-reward. ➡️ Developers are next: undervalued, with huge potential in the mania phase. 🔥 Don: "I'm looking for 5-10 baggers... developers haven't caught up yet, they're very cheap." 💰 "The upside is absolutely amazing... I see 10-baggers in the developer space." PULLBACKS? BUY THE DIP STRATEGY WINS ✅ In bull markets, expect higher highs—even after corrections. ➡️ October's 12-22% dip recovered in weeks—gold is now the "buy the dip" asset. 🚀 Don: "Ride the train and buy the dip... corrections last 4-12 weeks." 📉 "Volatility in silver will be higher, but as long as gold trends up, silver follows." THE BOTTOM LINE This bull market rewards quality and patience—focus on proven teams, solid projects, and good jurisdictions before everything gets pricey in the next 6 months. Seize the rare window—quality juniors won't stay this undervalued forever. Current personal portfolio for this commodity supercycle: HT: YouTube VRIC Media Don Durrett - goldstockdata.com #Gold #Silver #JuniorMining #PreciousMetals #BullMarket

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59,545 Aufrufe • vor 4 Monaten

The Coming Gold Repricing & The New Financial System In this Short video, Andy Schectman of Miles Franklin Precious Metals and Adam Taggart break down the case for a future gold $GLD repricing, the shift away from U.S. Treasuries, and the quiet transformation taking place in the global monetary system. For decades, the global financial system has revolved around the U.S. dollar, U.S. Treasuries, and Western-controlled payment networks. But a quiet shift is taking place beneath the surface. BRICS nations and other emerging economies are steadily building an alternative framework for trade and settlement. Instead of selling commodities for dollars, countries can increasingly transact in local currencies, settle imbalances with #gold, and move value through new financial infrastructure outside the traditional Western system. The most overlooked part of this trend may be the rapid expansion of gold vaults and settlement hubs across Hong Kong, Shanghai, Singapore, Dubai, Mumbai, and other regions. Combined with payment systems such as CIPS, these networks could eventually allow countries to trade with one another without relying on the dollar as an intermediary. Andy Schectman also argues that gold and #silver $SLV have never been allowed to fully reflect their true market value. While the West continues to set global precious metals prices through paper markets, physical demand has been rising as central banks and sovereign buyers accumulate metal and increasingly stand for delivery. At the same time, the traditional safe-haven asset – U.S. Treasuries – has suffered one of the worst drawdowns in modern history. The argument is that many countries are quietly reducing Treasury exposure and reallocating reserves toward gold. If these trends continue, the world could be moving toward a more multipolar financial system where physical gold plays a much larger role in trade, reserve management, and international settlement. The big question is whether gold's current price reflects that future—or whether a major repricing still lies ahead. ⬇️Get access to my notes with the key takeaways from this interview with Andy Schectman by visiting my Substack (link below) ⬇️

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THIS GOLD BULL MARKET ISN’T 2008 (WHEN GOLD CRASHED WITH STOCKS) — IT’S 1971 ALL OVER AGAIN One keeps hearing “gold will crash with the S&P just like 2008” It’s scaring the hell out of mining stock investors. Momentum Structural Analysis, Jordan Roy-Byrne CMT, MFTA ⛏⛏ & others are pushing back hard — and their arguments are solid. I’m firmly in their camp. Jordan Roy-Byrne: 🚫 THIS IS NOT A 2008 REPEAT. Forget the last crisis. The setup for precious metals today is fundamentally different—and the potential is far greater. 1️⃣ CHRONIC UNDER-ALLOCATION Private wealth portfolios hold only ~0.4% in gold. Institutional allocations are just ~2.4%. These levels are far below 2008. ➡️ ETF flows are only at ~50% of their 2008 peak. ✅ What it means: A massive wall of money is still on the sidelines. There is enormous room for growth. 2️⃣ THE GOLD VS. PORTFOLIO RATIO IS JUST BREAKING OUT The Gold/60-40 Portfolio ratio broke a 10-year base in 2024. It's up 93% from its low. ➡️ In 2008, it rose 177% over 7 years. ➡️ In the 1970s, it exploded 441% in just 4 years. ✅ What it means: We are in the early-to-mid stages. This move is not extended; it's barely begun. 3️⃣ SECULAR BOND BEAR MARKET = 1970s PLAYBOOK We are in a long-term bond bear market, similar to 1965-1982. ➡️ When bonds fall, they offer no "safe haven" during equity sell-offs. ➡️ Money must find a real store of value. That value is gold & silver. What it means: This is the exact fuel that created the explosive 1971-1974 gold rally. History is repeating. THE TRIGGER TO WATCH: A decisive break below the 12-year uptrend line in the S&P 500 ÷ Gold ratio. This will be the signal for capital to flood from stocks into metals. TAKEAWAYS: ✅ Ignore the perpetual "crash" narrative. It has cost investors dearly since 2009. ✅ The next stock bear market will accelerate the metals bull market. The Bottom Line: This isn't 2008. This is a replay of the early 1970s—a period of under-ownership, monetary distrust, and a secular bond bear market that sent gold parabolic. The setup is complete; we are waiting on the catalyst. #Gold #Silver #PreciousMetals #BullMarket #Investing #Macro #Stocks #Bonds #Finance HT: Jordan Roy-Byrne CMT, MFTA ⛏⛏ - original video in the comment

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