Don’s Newsletter

Don’s Newsletter

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Gold & silver mining equities and metal market trends.

Mid-Week Macro (5/6/2026)
NewsMay 7, 2026

Mid-Week Macro (5/6/2026)

The S&P 500 surged 1.4% to close at 7,365, setting a new all‑time high, while gold jumped $130 to $4,705 per ounce and silver rose $4 to $77 per ounce. Commodity‑focused ETFs mirrored the rally, with the HUI up 55...

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Weekly Notes (5/6/2026)
NewsMay 7, 2026

Weekly Notes (5/6/2026)

The latest weekly mining briefing highlights several resource updates across North American junior miners. Outcrop Silver disclosed narrow but high‑grade silver intervals of 0.8 gpt at 2,844 gpt and 1.1 gpt at 1,889 gpt. Getchell Gold raised its proven reserve to 2.8 million ounces at...

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Honey Badger Silver (5/6/2026)
NewsMay 6, 2026

Honey Badger Silver (5/6/2026)

Don Durrett’s newsletter outlines a framework for evaluating gold and silver mining stocks and applies it to Honey Badger Silver (HBSD). The junior miner holds about 12 million ounces of combined proven and probable reserves and operates at roughly $5 per...

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Interview with Upside Gold CEO (4/29/2026)
NewsApr 29, 2026

Interview with Upside Gold CEO (4/29/2026)

Upside Gold’s CEO outlined a $150 million equity raise to fund the next phase of its flagship mine, where recent drilling boosted the resource estimate by roughly 20 percent. The company now targets first production in the third quarter of 2027,...

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Friday Recap (4/24/2026)
NewsApr 25, 2026

Friday Recap (4/24/2026)

The S&P 500 closed the week at a fresh all‑time high of 7,165, driven by bullish sentiment that the Iran conflict may be winding down. Gold, however, remains 19% below its own record, hovering around $4,708 after a six‑week correction...

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Mid-Week Macro (4/22/2026)
NewsApr 23, 2026

Mid-Week Macro (4/22/2026)

Wall Street rallied to a 1% gain, closing the S&P 500 at 7,137, just shy of an all‑time high, as investors remain hopeful the Iran conflict will end and the Strait of Hormuz will reopen. The author warns that this optimism...

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Weekly Video (4/19/2026)
NewsApr 20, 2026

Weekly Video (4/19/2026)

The weekly video released on April 19, 2026 focused on two junior gold miners, Andean Precious Metals and Artemis Gold. It highlighted Andean’s recent 30% boost in its resource estimate following a successful drilling program and Artemis’s $15 million financing round...

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Friday Recap (4/17/2026)
NewsApr 18, 2026

Friday Recap (4/17/2026)

Wall Street celebrated an S&P 500 all‑time high of 7,147 after President Trump announced a supposed deal to end the Iran‑controlled Strait conflict, despite no confirmation from Tehran. Market optimism is described as "hopium" as the war’s outcome remains uncertain. Analyst...

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Gold Stock List (4/15/2026)
NewsApr 16, 2026

Gold Stock List (4/15/2026)

Don Durrett’s April 16, 2026 substack post presents a curated gold‑stock watchlist for investors. The list is divided into three tiers—undervalued producers, near‑term producers, and developers—spanning more than 40 companies. Notable names include Talisker Resources, B2Gold, 1911 Gold, and Norsemont Mining, each positioned...

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Weekly Notes (4/15/2026)
NewsApr 16, 2026

Weekly Notes (4/15/2026)

The latest weekly mining roundup highlights strong Q1 production across several junior miners. Equinox Gold reported 197,000 ounces of gold and signaled a potential 450,000‑ounce boost from Castle Mountain and Los Filos projects. Heliostar Metals posted $101 million revenue from a 5.3 g/t...

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Silver Stock List (4/15/2026)
NewsApr 16, 2026

Silver Stock List (4/15/2026)

A recent post on X outlines a curated Silver Stock List, dividing companies into four investment themes: undervalued producers, near‑term producers, developers, and optionality plays. The undervalued tier features names like Avino, Americas Gold & Silver, Santacruz, Guanajuato, Aya and...

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Weekly Video (4/12/2026)
NewsApr 13, 2026

Weekly Video (4/12/2026)

In the April 12 2026 weekly video, market analyst John Doe dissected two junior precious‑metal stocks—Abrasilver Resources and Americas Gold & Silver. Abrasilver reported a 15% rise in Q1 silver output, driven by higher spot prices and new mining permits in Mexico....

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Optionality Stocks (4/9/2026)
NewsApr 10, 2026

Optionality Stocks (4/9/2026)

Don Durrett announced an update to his "optionality" stock list on April 9, 2026, highlighting a renewed focus on gold and silver mining equities. The refreshed roster is designed to capture assets that offer asymmetric upside while limiting downside risk. Durrett’s curation...

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Mid-Week Macro (4/8/2026)
NewsApr 9, 2026

Mid-Week Macro (4/8/2026)

Iran announced a two‑week ceasefire, prompting the S&P 500 to close above 6,700, though analysts warn the optimism may be premature. Gold slipped to $4,727, roughly 16% below its recent all‑time high, while silver sits near $74, down 38% from...

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