GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * Gold: Inflation Re-ignition is Coming * Do Not Add to Longs Here Market Analysis: Full analysis in Premium Post: Gold: Inflation Re-ignition is Coming Related Posts: Coming Soon: Data on Deck: Unemployment * MONDAY, SEPT. 1 Labor Day holid...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * How Much Gold Will Really Be Bought By Central Banks? Market Analysis: Full analysis in Premium Post: How Much More Gold Do Central Banks Need to Buy? Related Posts: Coming Soon: Data on Deck: PCE * MONDAY, AUG. 25 10:00 am New home sales * TUESDAY, AUG. 26 8:30 am Durable-goods orders * WEDNESDAY, AUG. 27 None scheduled *...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Newmont Capitalizing on "Once in 50 Year Opportunity" * Vietnam Ends State Gold Monopoly in Landmark Reform * Silver Chart analysis Market Analysis: Full analysis in Premium Posts: * Mining’s once in a 50 Year Opportunity to Outshine and * Newmont Pursues Deep Cuts to Capitalize on "Once in 50 Year Opportunity" Related Post...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * Deutsche Bank Flags Unreported China-Brics Gold Demand Market Analysis: Full analysis in Premium Post: DB says Majority of Brics Gold Buying Secretive (and Growing) Related Posts: Coming Soon: Data on Deck: PCE * MONDAY, AUG. 25 10:00 am N...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * Are You Ready for $144 Silver and $9.00 Copper? Market Analysis: Full analysis in Premium Post: Are You Ready for $144 Silver and $9.00 Copper? Related Posts: Coming Soon: * Lots Data on Deck: PCE * MONDAY, AUG. 25 10:00 am New home sales...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: No Morning Rundown next week as am working on overdue pieces for a book. There will be posts emailed of relevant research highlights. 1. Market Behavior Over the Analyzed Period * Review of eight days of trading activity, including five down days followed by three recovery days. * Emphasis on unchan...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: TIME-STAMPS 00:00- Intro 01:25- Sunday Discussion Topics 03:30- "Down and out" Asset Rotation 04:45- Fed Cut = higher inflation 09:13- Rotation out of Energy into Miners

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Replacement Migration Was Part of the Plan * Canada Exports More Gold to China Than Anything Else * US Imports of Swiss Gold Surge 51 Tons in July * Jackson Hole Final Breakdown * Gold and Silver Chart Comment Market Analysis: More in the Premium Post: Canada Exported 10x More Gold To China Than Stated More in the Premium P...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Goldman Sachs’ Gold Primer: Conviction Flows and Market Structure * Jackson hole cursory prep Market Analysis: As shown in the 1970s, conviction can propel gold far beyond conventional limits, reinforcing its role as a hedge against policy weakness and geopolitical risk. Full analysis in Premium Post: The Ultimate Gold-Mark...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * BOA Recaps Q2 Miners Earnings Season With Upgrades (and downgrades) * Time to Rethink Miners Market Analysis: Full analysis in Premium Post: BOA Mining Highlights With Upgrades (and downgrades) Related Posts: Coming Soon: Data on Deck: Housing/ Jackson Hole * MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG....

Good Morning recorded live early this morning. Some thoughts to share on upcoming content Bottom Line: Over the next three days, at least three reports will be broken down. There will be minimal other desk activity in order to focus on them, as there is a lot to read. Transcript Over the next three days, we have three special gold items to share. The first is a breakdown of an analysis by ANZ Bank...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * The End of Free-Market Capitalism * Nixon Remembered: The End For US Hegemony Market Analysis: Full analysis in Premium Post: Related Posts: Coming Soon: Data on Deck: Housing * MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG. 19 8:30 am Housing starts July * WEDNESDAY, AUG. 20 2:00 pm Minutes of July FOMC m...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * 5 Crucial Observations by RBC on Gold Miners Market Analysis: Full analysis in Premium Post: RBC: Five Crucial Observations on Gold Miners Related Posts: Coming Soon: Data on Deck: Housing * MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG. 19 8:30 am Housing starts July * WEDNESDAY, AUG. 20 2:00 pm Minutes o...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: calls for increase in allocation to Gold and Crypto, why he is avoiding the bubble (and we add it might be too early), notes Jackson Hole as a potential bubble-popping process, remains secularly bearish energy (we pushback) and doubles down on Gold Revaluation as an eventuality. We agree TIME-STAMPS...

Housekeeping: Good Morning. “A practical reform would be to explore the role of the BiS in overseeing core elements of gold market infrastructure. Its neutrality, legal status under international law, and distance from market participants make it a strong candidate to oversee…” Topics: * FT Calls for BiS to "Oversee" LBMA Reform * Stock bubble may just be beginning Market Analysis: Full analysis i...

“If those idiots ever make an industrial commodity into money, we’ll bankrupt their nation in a heartbeat. I’ll personally oversee the new basket we create to do it.” -Head Trader GSCI, 1997 currency vs sov. Africa Set To Test Critical Minerals-Backed Currency By Darren Taylor via The Epoch Times Major countries and regional blocs in Africa are throwing their weight behind an ambitious plan to est...

Housekeeping: Good Morning. “The reset is a process, not an event” Topic: * CPI was Bad, Inflation Bakes in and The Fed Should Not Cut * Silver reinterprets CPI Market Analysis: Full analysis in Premium Post: CPI was Bad The Fed Should Not Cut Related Posts: Coming Soon: Data on Deck: CPI, PPI, Retail Sales * MONDAY, AUG. 11 None scheduled * TUESDAY, AUG. 12 CPI, Fed Speakers, Budget * WEDNESDAY,...

Housekeeping: Good Morning. “Government intervention only speeds up trend, it cannot reverse trend ” Topic: * More Gold Will Go to Asia Whether We Tariff or Not Market Analysis: We trust these near real-time pieces from the bank’s CIO office as consistently having two messages. * The facts and risks as they see them. * The meta-message if they are/are not reacting by changing price targets This on...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: We think this is one of the better ones ; Strong topics including vindication on Producer-selling (and why it matters), why China’s consumer is a patient monster, and Hartnett’s one-paragraph case for gold as the must-own asset of the decade. TIME-STAMPS 00:00- Intro 01:42- Gold Producer Activity 17...

Good Morning. 2 things. News, then fun News: ***BREAKING: THE TARIFFS ON SWISS GOLD FORMS ARE NOT AN ERROR ACCORDING TO US CUSTOMS. **U.S. CUSTOMS AND BORDER PROTECTION SERVICE: APPLICABLE SUBHEADING FOR THE GOLD KILO BULLION BAR AND 100 OZ BULLION BAR WILL BE 7108.13.5500 HS CODE * Implications: This was planned. its an aggressive tactic, and given we already repatriated a ton of Gold back you ca...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. ” Topic: **U.S. Tariff Shocks Gold Market, Sends New York Futures to Record Premium** Market Analysis: Full analysis in Premium Post: Tariff Shock Triggers Historic Gold Market Dislocation Related Posts: Coming Soon: The weekend, thank goodness… Data on Deck: Summer Lull * MONDAY, AUG. 4 Factory orders * TUESDAY, AUG. 5 PMI * WEDNESDAY, AU...

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe Housekeeping: This is a special Founders mini-pod recorded at 6:03 AM in preparation for the days events. Essentially a pure bigger picture “first- take.” Topics discussed are outlined below. UBS Analysis will come at noon Main Topics * Swiss News—...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. ” Topics: * Shanghai Gold Warehouses Hit Record as Arbitrage Soars * Fed Discusses Gold revaluation * Switzerland Offers U.S. Its Gold Refining Industry in Tariff Talks * UBS Raises Physical Demand Significantly Market Analysis: Full analysis in Premium Post: Related Posts: Today at Noon: Email 12 noon today Bookmark link here Data on Deck...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Big thank you to the Founders group for contributing so much this evening in the form of trading ideas, inspirational questions, Option insights, and more. We’re bullish. Plus a couple extra things at bottom. * SC on Silver ( they dont like it) * Tiny excerpt from Michael Oliver on Silver’s monthly closes ( he li...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: TOPICS Measures Bubble Potential via History Shuffles Ideas Into Trade Types- Macro/MOMO/Misfit Bearish DX Backs off Oil instead of Gold.. back to Gold/Crypto Puts Bonds in "Misfit" spot TIME-STAMPS 00:59- Bubble Potential via History 16:15- Foreign Bond holders are buying US stocks now **22:57- Gol...