Get Started
Research · Gold · Silver · Mining stocks · Commodities

Stop guessing.
Start investing with conviction.

Independent research on gold, silver, mining stocks, commodities and selected equities — I do the hundreds of hours, then share the few ideas that matter and the reasoning behind them.

View memberships
Portrait of Daniel Wilhelmi
Daniel WilhelmiChief Analyst
Coverage
Gold, silver, mining stocks, commodities & selected equities
Method
Independent research, not hot takes
You receive
Research · Videos · Watchlists
On the ground
Conferences, site visits, CEO meetings
The real problem

Information is abundant.
Insight is scarce.

The serious investor isn't short on data — he's drowning in it. Six tabs open, a dozen opinions, and no framework to turn any of it into a decision. The edge today isn't more information. It's a better filter.

X / TwitterCNBCYouTubeDiscordSubstackReddit
01
No time for the work
→I do the research and bring you the key takeaways.
You don't have 30 hours a week for filings, conference calls and chart structure — you have a business, a job, a family and a life to live.
02
Information overload
→Clear market updates, focused ideas, less noise.
YouTube, X, CNBC, Discord — everyone has an opinion, and most of it contradicts itself.
03
Buying too late
→Research on overlooked sectors and companies — early in the cycle, not after the headlines.
By the time most people talk about a stock, the best part of the move may already be over.
04
Emotional decisions
→A documented framework for risk and portfolio management — so you decide with less emotion.
Sell winners early, hold losers too long, double down at exactly the wrong moment.
05
No repeatable process
→A repeatable research framework you can apply to your own decisions.
Every decision starts from scratch, driven by the loudest voice in your feed that week.
06
Low conviction
→You get the reasoning behind each idea, so you understand why it matters.
You enter a position and immediately start second-guessing whether you should be in it.
The solution

I do the hundreds of hours,
so you don't have to.

That is the problem. Here is the fix. You don't have 30 hours a week, and the internet only adds noise — so I turn all of that work into a few clear ideas and the reasoning behind them. Calm, transparent research — and your evenings still free.

Ideas early in the cycle
The handful of companies and sectors Daniel considers most worth studying — researched and published early in the cycle, not after the headlines.
The thesis behind every idea
For each idea: the investment thesis in plain English, the catalysts, the risks and the levels Daniel is watching. The decision always stays with you.
Deep research, made readable
My full work on gold, silver, miners, commodities and select stocks — written so you can get the key takeaways in minutes, not the 30 hours a week it would take you.
Weekly video updates
Short films from the desk and the conference floor — what is moving this week, why it matters, and what it changes. One honest voice instead of a hundred that contradict each other.
Full transparency on my positions
My model portfolio and watchlist, with my own holdings openly disclosed — so you always know where I stand and whether I own what I write about.
Perspective when markets drop
When markets sell off, I share how I read the cycle and what I am doing in my own portfolio — context that helps you stay rational instead of letting fear decide.
How it works

Three steps. One clear decision.

No screens to watch all day. No firehose to drink from. Just a disciplined path from research to your own informed decision.

01
I identify the opportunity
Full-time research across filings, cycles, conferences and CEO meetings surfaces the opportunities worth studying — early in the cycle.
02
You get the research
Every idea arrives with the thesis, the catalysts, the risks and the key levels I am watching — plus full disclosure of my own position.
03
You decide with conviction
You make your own decisions — with a clear understanding of the why. Calmer, better informed and less driven by noise.
View memberships →
Proof in the process

I sell judgment,
not promises.

No hindsight screenshots, no fantasy returns, no testimonials you can't verify. Just the facts about who does the work — and a public track of free commentary you can judge for yourself.

~30
years in the markets
Almost three decades following commodities, miners and the capital cycle.
50+
mining & commodity conferences
On the ground — conferences, site visits and CEO meetings.
22.7K
YouTube subscribers
Free, public market commentary — judge the thinking before you join.
2,300+
newsletter readers
Investors who receive Daniel’s free weekly market read.
No guaranteed returns — everNo hindsight screenshots or fantasy performanceDaniel’s own positions are disclosedThe decision always stays with you
All investing carries risk. Past research is not a guarantee of future results. Nothing on this site is personalized investment advice.
Membership

Choose your level of access.

One research desk, three depths of access — from market clarity to the high-conviction, asymmetric ideas reserved for the Circle. Pick the level that fits how you invest.

→ Switch to yearly and save up to $299
For market clarity
Essential Research
For self-directed investors who want Daniel’s research and market view — without the model portfolio.
FOUNDING MEMBER PRICE
Introductory price for our first members
$179/6 months
Billed every 6 months
  • Weekly Research Desk
  • Monthly Commodity Watchlist
  • Market Briefings & Deep Dives
  • Core Investment Frameworks
  • Monthly Macro Outlook
  • Monthly Q&A
Start with Essential
Access via website · cancel anytime
★ FULL ACCESS
The serious investor system
Bullmarket Lifestyle
For investors who want the full research — including Daniel’s model portfolio and key levels.
FOUNDING MEMBER PRICE
Introductory price for our first members
$799/6 months
Billed every 6 months
  • Everything in Essential Research
  • Commodities & Miners Model Portfolio
  • Tactical Watchlist
  • Entry, Stop & Exit Levels
  • Timely Research Updates
  • 3 Weekly Video Briefings
  • Monthly Investor Letter
  • Weekly Q&A
Join Bullmarket Lifestyle
Access via website · cancel anytime
By application · not for everyone
Private Investor Circle
For experienced investors targeting asymmetric, high-upside opportunities. Deliberately small.
COMING SOON
By invitation only
Opening to a small group later this year. Join the waitlist to be considered.
  • Everything in Bullmarket Lifestyle
  • Research on asymmetric & small-cap opportunities
  • High-conviction research briefings
  • Micro-cap research portfolio
  • In-depth company deep dives
  • Small-group Q&A sessions with Daniel
Join Waitlist
Limited places · by invitation

Essential Research gives you Daniel's view.
Bullmarket Lifestyle adds Daniel's portfolio.

For the research, choose Essential. For the full picture — including the model portfolio — choose Bullmarket Lifestyle.

🙌I donate 1% of every membership to an orphanage.
Founding Member prices · Membership renews automatically · Cancel anytime · All sales final — Refund & Cancellation Policy
Why trust the research

On the desk,
and on the road.

I'm Daniel Wilhelmi. I cover gold, silver, mining stocks, commodities and selected equities full-time — on the floor, at the conferences, and across the table from the CEOs. I'm not the hero of this story; you are. My job is to be the guide. The research you read is the same research I use for my own portfolio — and I disclose what I hold.

Almost 30 years in the markets50+ mining & commodity conferencesCEO meetings and site visitsIndependent — own positions disclosedA network across the resource sector
On the NYSE floor
On the NYSE floor
New York Stock Exchange
Investor conference
Investor conference
On the road
Mining Forum Europe
Mining Forum Europe
Park Hyatt · Zürich
Nasdaq MarketSite
Nasdaq MarketSite
Times Square
Inside the Exchange
Inside the Exchange
New York
11 Wall Street
11 Wall Street
NYSE, Manhattan
On YouTube

The latest from the channel.

Free, no-hype market commentary on gold, silver, miners and the macro cycle — fresh videos almost daily. Watch a few, then subscribe for the rest.

Auto-updated from the channel
Subscribe on YouTube
Why the Miners Can't Bottom Until This Changes
New
Why the Miners Can't Bottom Until This Changes
Watch on YouTube·Today
Why Gold Is Working and Silver Isn't
Why Gold Is Working and Silver Isn't
Watch on YouTube·Yesterday
Gold Should Have Made a New Low This Week — It Didn’t
Gold Should Have Made a New Low This Week — It Didn’t
Watch on YouTube·3 days ago
View all videos on @BullmarketLifestyle ↗
The bottom line

You don't need more information.
You need a better filter.

Conviction, clarity and time leverage — a private research service that turns a noisy market into clear, well-reasoned research. The work is done. The decision is yours.

View memberships →
Founding Member prices · Cancel anytime · 1% of every membership donated to an orphanage