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    Don Durrett: Gold Pullback Signals a Much Bigger Move Ahead



    Don Durrett: Gold Pullback Signals a Much Bigger Move Ahead

    Gold and silver are under pressure—but Don Durrett says that’s not the real story. He argues the selloff is part of a bigger setup driven by rising U.S. debt and stress in the bond market. So is this just a reset before the next move higher?

    Chapters

    00:00 – Intro: Gold & Silver Under Pressure
    00:43 – Why This Pullback Is Bullish
    01:50 – The Real Driver: U.S. Debt & Bond Market Risk
    02:28 – $39 Trillion Debt & Systemic Fragility
    04:00 – “Gold Has Gone Too Far?” The Counter View
    05:00 – Why Gold Falls Before Crisis Hits
    08:50 – Rates, Fed Policy & Why It Doesn’t Matter
    13:50 – Silver: Industrial Metal or Crisis Asset?
    16:20 – Why Mining Stocks Haven’t Moved (Yet)
    18:00 – The Endgame: Debt Crisis & Market Reset

    Don Durrett is a mining stock analyst and founder of http://GoldStockData.com, a platform tracking hundreds of gold and silver companies.

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    43 Comments

    5. @bh5037 on

      When the US lives on debt which often is financed by foreigners – you better be kind to them so they go ahead with borrowing you something – you never ever should bully them !! like the orange does permanently…. or you start living from what you produce and sell… not more …

    8. @roilhead on

      I think people are underestimating how disappointing the global population is with the US, this latest needless war was the draw that broke the cammels back. Why use the Petro dollar for US protection when they can't even defend their own bases…

    9. @SVTIMBER on

      Well he lost soon as he said you need cryptocurrency your pushing gold then say fake digital money will hold value? If US economy crashes Bitcoin will suddenly be worth something? Government has already stopped the holding and hiding your crypto if it’s as bad as he claims then historically solid assets, physical assets will be what has value………

    15. @ictydoply33 on

      Fake GDP for sure. And it has been going on for a long time. A lot of recent gold buyers were on leverage, and those are the ones that were forced to sell.

    18. @WmsosNuueoenw on

      I do have a question. For someone with less than $100,000 to invest, How would you recommend we enter the market! I'm looking to study some traders and copy their strategy rather than investing myself and losing money emotionally. What's your take on this approach????

    20. @HealthcareMaoism-o6v on

      Brilliant! I have not anyone explain market dynamics in nutshell any better. Yes, the consumer driven market is coming to a SHOCKING end and will blindside Americans who eat up broken campaign promises and fake news like candy. Investors are hanging on to the idea of an AI driven economy, but why would that benefit USA? It will in, instead help emerging markets eliminate Nike Marketing Execs and Service Jobs. This is ‘The Paradox of Being a Market Bear’, whereby bearish investors tend to believe market efficiencies will ‘always’ create’ better job opportunities…just not in the USA, but in China and emerging markets. USA is on the brink of a catastrophe. It’s not just the Iran War. The underlying consumer credit and inflation problems will make the market turmoil from Iran seem inconsequential in comparison, but the Iran War may serve as the catalyst to break the American Consumer’s back. Democracy will fail. Trump is trying to take measures with voting and using the American military to shore up oil supplies from China alongside tariffs, but he is going it alone. Voters will blame Trump and vote in some insane leftists. These cards may soon be played before the midterm elections. Owning anything other than cash, gold and silver is asinine. What can people sell when the dollar and worldwide paper currencies collapse? Gold and silver will serve an important role in commerce. Few people in the west own it. There is huge downside potential in equities while gold and silver will hold their value in the long term and increase dramatically as paper currencies prove they cannot maintain the consumer driven lifestyles in The West. Great comments. Thank you.

    26. @NourRaslan-t7o on

      People please pay attention that Gold is stability. Otherwise it’s a stock and that’s what it is right now it has to go down to whatever it has to go down to and then it has to become boring because it’s stability and then it will jump up right now. It’s a stock and what he’s telling you is just a narrative a story the big boys control it and they manipulated and it’s going down and they’re 4000 bucks but it has to hibernate. It has to hibernate and become boring then it’s stability commodity silver is almost the same way. Silver follows. Gold faster up and faster down gold right now is a stock it’s there has no stability.

    27. @bradleyh1964 on

      The reason gold is going higher because of the Shanghai metals exchange is forcing the West to normalize gold prices that have been manipulated for decades.

    30. @fernandiuy567 on

      At 28, earning 45K biweekly… but honestly, the money isn't even the highlight. What means the most is having a family that stood by me when life was tough. I'm living the life I once prayed for. If you're still fighting your battles, don't lose hope — your season is coming..

    31. @adammendaluk7493 on

      Gold is only used in marginal cases in industry. It is as useless as Bitcoin. This is the same flavour of asset just on a different plane. And don't start with if the electricity is down then it won't work. If the electricity is down we are done with shiny things too. Stockpile weapons and food if you are preparing for such cases.
      To conclude, just put some in btc and don't miss the potential opportunity, or just stockpile for madmax scenario and leave gold entirely

    32. @BenjaminWalls-q2o on

      Thank you for your videos mate…. With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a Portfolio of around 38 bitcoins in the space of a few months .Thanks again, Alison Bruce, for the regular updates.

    33. @flyinkiwi01 on

      Gold could reach some truly astronomical numbers. Why? Because a significant portion of the bond market is going to exit and enter gold. Why? Because treasuries are rightfully being seen as more and more risky. If real inflation is 8%+ (if you add in energy and housing – which is not included in official inflation figures) and you are earning 4.5% on a 10 year Treasury, your return is actually -3.5%. So, over time you will lose buying power of any money invested in Treasuries. The U.S. government will not default, but they will pay you in ever-less valuable dollars. The only place to hide from the devaluation is physical gold (less so physically silver) and gold mining stocks.

      Morgan Stanley’s Chief Investment Officer is recommending cutting bond allocations BY FIFTY PERCENT.

      Sentiment can change and change REALLY QUICK. I invested in Oil and Gas last year and in Jan 2026. Why? Because it was so unpopular, but undeservedly unpopular. Very simply, dreams of 100% electrification were at the very least a little optimistic and near-term. I bought Woodside at AUD25 because they were investing in new production, and investing near to its core markets. Gas in Western Australia, Gas in Louisiana, US, offshore oil in Mexico. Planning to +50% revenue from production gains as a result of investment in future production. It had 6.7% dividend and plans to grow it by 50%. Thought it looked good as a reliable earner in the long-term. No one was interested in oil and gas even a month ago. Well, not anymore 😂 im up 40% in 2 months. I’m also up over 100% in 12 months in Tamboran Resources; a Nat Gas developer in NT, Australia.

      Same thing can and will happen with gold and silver (and the miners).

    34. @macrodad9261 on

      I sold property and rentals and stopped developing. Paid off mortgage and now add It gold and silver coins (cap gain free Brits) when i can. Use ISA tax free cap gain allowance to add miners over time and sit on them. Keep enough cash to pay the bills. Be kind. Good luck an as always thanks Don- you do great work

    36. @Fizzygurl132 on

      I buy 1 g of gold every time I do an order which is usually once a month. I don’t think there’s anything wrong with the fractional gold.

    37. @donkupka7548 on

      Don I’ve been a fan for a long time, but you lost credibility when you said the US doesn’t make pharmaceuticals or appliances. The country with the most pharma mfg jobs in the world is the USA. You’d have to add the pharma workforces of Europe and China together to exceed the US, and then only slightly. And Whirlpool has 15,000 manufacturing employees in their US plants.
      It’s best not to repeat misleading statements of others until you check the numbers, or you lose credibility.

    41. @elst2day959 on

      When the U.S. exported a lot of heavy manufacturing it also exported pollution. Rivers in the rust belt were spontaneously lighting afire. Children couldn't play outside because of air pollution levels.

    42. @markregan5882 on

      I like Don and I agree with him for the most part, but he still seems "on edge" to me… but that's actually with good reason! We're in uncharted waters here… and it doesn't look good for the majority!🤔

    43. @Noallegiance on

      I like Don but he is missing the fact that the general stock market and the precious metals market have turned up at exactly the same time after correcting at the same time.

      The PM market is not inversely dependent on what the stock markets do.

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