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WM
Willem Middelkoop
Commodity Discovery Fund (founder)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
silver near-term. t0=0 cold-open montage; identical line recurs in the interview body - cut from the body only
“I wouldn't be surprised when silver goes back up to $100 in the next few months”
Gold since this was said: ▲ +1.8% · 4,068 → 4,142 · as of 2026-07-29
where the bull market ends. multi-year frame, ratio assumption stated on tape
“will not be over before we see $500 silver”
Gold since this was said: ▲ +1.8% · 4,068 → 4,142 · as of 2026-07-29
one more retest first. short-term retest inside an explicitly bullish frame
“I wouldn't be surprised to see gold going under 4,000 one more time”
Gold since this was said: ▲ +1.8% · 4,068 → 4,142 · as of 2026-07-29
macro backdrop for metals. STRENGTH corrected firm->hedged: conditional on a rate breakout he only sees developing
“the risks for sovereign debt crisis are starting to increase sharply”
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