GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a process, not an event. Today: * Premium: Goldman’s 5 Ds on Commodities, ING on China effect * Commentary: Silver and Gold are better than almost all other investments Session Recap: US equities retreated on Wednesday as Treasury yields increased. Premium Markets: Goldman’s 5 D...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a process, not an event. Today: * Premium: MUFG on Asian Commodities * Commentary: BRICS is Making Real Progress, Bend and Snap, Session Recap: The combination of rising consumer confidence, hawkish Fed commentary, weak Treasury auction results, and increasing oil prices contrib...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “If you sell too soon, you're probably going to miss the boat.” -Summarizing Michael Oliver’s latest Today: * Premium: Silver * Commentary: Charts, News Markets Yesterday: US equity futures are in the green after Friday’s rally Premium/Markets: * Silver’s Rally Monday * The Shanghai Co...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Hartnett’s Flow Show: Magnificent Inflation Policymakers (and investors) know US “too big to f...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Today: * Premium: **Very nice slide deck by MUFG at Bottom** * Commentary: Geopolitics Markets Yesterday: US equities retreated on Thursday as investors weighed positive economic data against the timing of Fed rate cuts. Premium/Markets: China Tipping Po...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Between earth and moon will be business. Nasa will control the rest- Shatner Today: * Premium: MUFG Commodity Weekly on Metals * Commentary: China Post Divorce Flex Markets Yesterday: US equities retreated on Wednesday as investors considered monetary po...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Today: * Premium: The BRICS G7 Divorce Agreement * Commentary: The BRICS G7 Divorce Agreement Markets Yesterday: US equities advanced on Tuesday as the S&P 500 and Nasdaq Comp closed at record highs. Premium/Markets: BRICS G7 Divorce What is in the joint...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon Hartnett’s Weekly report is presented 3 ways. The Video walk-through is above, his main points broken are out below, and the original format is at bottom. Enjoy. Hartnett’s Flow Show: The Hard Hedge Gold in early secular bull… alternative to US dollar, like crypto = hedge against “bea...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Today: * Premium: an important update excerpted from Michael Oliver’s MSA Weekly Report * Commentary: We’ve come a long way, We have a long way to go Markets Yesterday: US equities were mixed on Monday, but the Nasdaq Comp closed at a new high as Nvidia...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is a Process, Not an Event. Today: * Premium: Why are Copper Prices Rising * Commentary: Chart Break Markets Yesterday: US equities were flat on Friday as investors continued to negotiate economic data and the Fed's next rate moves. Premium/Markets: Copper, Silver,  an...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The IGWT Report is out. You can download it here . We also have a pdf of it at bottom for weekend reading. We will cover this all next week as there is lots to read. Gold Revaluation is a Process, Not an Event. Today: * Premium: Copper situation explained in context of Silver- (starts...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is a Process, Not an Event. Today: * Premium: China Gold Rush * Commentary: Checkpoints, Neel Kashkari is a moron Markets Yesterday: US equities rallied on Wednesday after the latest CPI report showed inflation eased in April Premium/Markets: * Silver: Highest Close in...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event. Today: * Premium: Copper * Commentary: Goldman, BOA Nail Copper Comex Squeeze Markets Yesterday: US equities rallied on Tuesday ahead of April's consumer price index report out on Wednesday. Premium/Markets: What is Going on With Copper?...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event. Today: * Premium: CPI/ UBS reaffirms Gold Target of $2500 * Commentary: What to look for in CPI Markets Yesterday: US equities advanced on Friday as investors continued to negotiate Fed rate decisions and incoming US economic data Premium...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event. Today: * Premium: Pozsar Excerpt, ING Bank on Gold * Commentary: Pozsar, Gold charts Markets Yesterday: US equities were mixed on Wednesday amid a slew of corporate earnings reports. Premium/Markets: Pozsar Weighs in There are two ways to...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event. Today: * Premium: Rabobank on Global Monetary Reserves * Commentary: LBMA welcomes China even more Markets Yesterday: US equities were mixed on Wednesday amid a slew of corporate earnings reports. Premium/Markets: Fragmented Money The cur...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. Intro: Companion piece to the post entitled **Special Gold CTA Analysis 1st Look . Important details in the video. GoldFix Key Points: * Precious 1: are in mid-stream of reducing longs. Given the relative strength of them so far, it would suggest CTA selling is not as important as it...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event. BW3 is Gold Revaluation Today: * Premium: Goldman Raises Cameco Price Target * Commentary: HSBC on Silver, Disney, China, Brics Markets Yesterday: US equities were mixed on Tuesday as investors continued to assess corporate earnings repor...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “[T]he average price in April (with two more months to go in Q2) is around $260 higher than in Q1.” -Fred Hickey Today: * Premium: Why Fred Hickey Likes Miners Now * Commentary: 1970s and 2000s analogs Markets Yesterday: US equities continued to rally on Monday after Friday's weaker th...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: BOA CTA Analysis * Commentary: Yellen’s Yen Degeneration Markets Yesterday: US equities rallied on Friday after a weaker than expected jobs report as investors continued to consider when the Fed will cut rates Premium/Mar...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Evening

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Allergy season. After this [Ukraine] war is over, “money” will never be the same again… -Zoltan Pozsar Today: * Premium: GS on Aussie Gold and Lithium * Commentary: Gold levels Markets Yesterday: US equities rose on Thursday ahead of the jobs report Premium: Goldman Sachs on Australian...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “Just a reminder the fed has been fighting "transitory" inflation since 4th quarter 2022. We are now entering 2nd quarter 2024 - inflation is still red hot... and now this clown comes out and says "its [gonna] take longer". That’s 6 quarters of ineffective solution to inflation. Meanwh...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: Starbucks and Stagflation * Commentary: China Gold Influence Markets Yesterday: US equities declined on Tuesday ahead of the Federal Reserve's rate decision Markets: China Gold Correlations Premium: Is Starbucks a Short?...