GoldFix

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topic: * Silver’s Highest Midyear Close Ever * Gold and Silver Rise as Fiscal and Liquidity Pressures Converge Market Analysis: * Full analysis in Premium Related Posts: Coming Soon: *TRUMP, ASKED ABOUT DEPORTING MUSK, SAYS HAVE TO TAKE A LOOK TRUMP: MUSK IS UPSET HE LOST THE EV MANDATE BUT 'HE COULD LOSE A LOT MORE THAN...

Housekeeping: Good Morning. “ Stategy is just tactics on a longer timeline ” Topic: * About Last Nights Bear-Attack Market Analysis: Tactical Comments A little play by play this morning as our personal concern is if this growing confidence in shortsselling is a permanent swoon in the works or will it morph into massive opportunity to buy. The Conclusion is: A Bear atttack is starting. China is sti...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Brics 2025 Summit Democratizes Gold Ownership Market Analysis: China is accelerating efforts to internationalize the yuan using gold as trusted collateral in global trade. The July BRICS Summit will highlight a shift from rhetoric to infrastructure, featuring a decentralized network of gold vaults built outside China and controlled locally. T...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Howard Marks on the Logic of Free Trade * Platinum's Turn Market Analysis: In a private letter to his fund investors this month, Howard Marks delivered a comprehensive critique of interventionist economic policy, emphasizing that efforts to override fundamental economic laws—such as supply and demand, incentives, and market pricing—tend to pr...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Gold and Silver Price Drivers for Rest of 2025. Market Analysis: Going forward, we believe macroeconomic data and Fed policy are seen as the most likely catalysts for the next leg higher in gold. A strong upside trigger will be required to break all-time highs for now. While that seems improbable in the short term, if we have learned nothing...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * German, Italian Gold Repatriation Cries Grow Louder * Tactical Gold Comments Market Analysis: Turns out this is now a growing risk to global bullion markets. Yesterday, the Financial Times reported that Germany and Italy are under mounting pressure to move their gold reserves—currently held in New York— back to Europe. While we do not expect...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Gold and Oil in Wake of Iran Escalation Market Analysis: * Full analysis in Premium later today Related Posts: Coming Soon: Data on Deck: Powell and PCE * MONDAY, JUNE 23 10:00 am Existing home sales * TUESDAY, JUNE 24 10:00 am Fed Chair Powell testifies to House * WEDNESDAY, JUNE 25 10:00 am New home sales * THURSDAY, JUNE 26 10:00 am Pendin...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Citibank says it's bearish on gold. We suspect it’s talking to producers, not investors. Their past calls helped oil clients hedge before prices dropped. Now, signs point to gold miners selling forward into high prices. The public call may mask private flows. Watch producer activity. Pressure on gold could build....

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Goldman Reiterates $4,00 Target, Counters Citi's Bear Call Market Analysis: In a note from Precious metals analysts Lina Thomas and Daan Struyven, (the same who most recently stated Gold and Oil are buys), Goldman underscores the structural underpinnings of gold demand, driven not by retail investors or speculative flows, but by central bank...

Housekeeping: Good Morning. “ The reset is a process, not an event ” Topic: * Citi Expects Gold To Crack $3,000, Industrials to Outperform Market Analysis: After a remarkable three-year rally, Citi is calling time on gold's bull market. In their latest commodities outlook, analysts project that an improving macroeconomic environment — fueled by fiscal and monetary stimulus — will shift capital out...

Housekeeping: Good Morning. “ The reset is a process, not an event ” Topic: * Silver Surge * Fed Day Market Analysis: Silver began its rally early in the European session, with buying pressure accelerating around 5 a.m. ET , shortly after the London market opened. Prices jumped from $36.54 to $37.16 in under an hour , ultimately hitting a high of $37.25 by midday before settling just below that at...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Use transcript and keyword search for each topic 1. Open Interest and Commitment of Traders (COT) Analysis * Initial discussion of silver and gold futures activity * Focus on open interest changes and trader sentiment * Setup of market context using COMEX data 2. Bollinger Bands and Technical Trading Strategies *...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Happy Father’s Day. Main Topics: * 0:00- Intro * 1:30- Start * 15:17- Main Section: read through of his notes juxtaposed with charts

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * UBS Gets Ready to Raise the Silver Roof Market Analysis: Silver has rallied 26% YTD, driven by demand for USD alternatives and cheaper precious metal exposure, UBS strategist and CIO reports. A breakout above $34.60/oz sparked fresh momentum interest, with E...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Trump’s China Deal * BOA Loves the Silver— Confirmed Market Analysis: BOA Loves the Silver Fundamentally Speaking: The Worst is Over Bank of America has raised its metals forecasts, calling for $40 silver and $4,000 gold by late 2025 or early 2026. While gol...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Silver Just Getting Started Market Analysis: Silver Just Getting Started Goldman’s Trading desk noted large Silver ETF flows late last week and offered their impressions of this latest leg higher in the Silver Rally. GoldFix broke that report down, the lates...

Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Gold Still Isn’t Money * Silver Chart Analysis Market Analysis: Gold Isn’t Money Gold is Tier1 capital as many now know. But many do not know that Gold, despite this new designation is still not considered money for liquidity purposes. This misplaced (ridiculous) designation persists despite recent evidence to the contrary. In our weekend pos...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Main Topics: * 0:00- Intro * 2:02- Begin * 19:47- Main Section: He’s staying Short USD by long Gold, Long Int’l Stocks Title Analysis: * 51:19- “If Ai Leads to UBI...” (continues in part 2 below)

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Doug Casey on Silver: Undervalued in a Monetary Crisis Market Analysis: We had the pleasure of reading a timely conversation Doug Casey had on Silver and broke out some interesting points he made. Doug echoes are own sentiment that while Gold is money, Silve...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com “If Trump cannot do things the right way, then the temptation to do things the easy way to fight another day and the rationalizations that come along with it will begin. And that means bubbles. Weaker US dollar faster. Trade deals cut with sugar highs for us. Not meaningful long-term benefits. Mortgage the future...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Intro: Breaking the Seal The Precious Metals and Energy analysts at Goldman Sachs Daan Struyven, Lina Thomas, Samantha Dart have overtly taken a step to recommend replacing a portion of Bonds in the rules governing the 60/40 (Stock/Bond) portfolio mix. This is neither a short term trade idea, nor is it one of tho...

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 ” Topic: * Bullion Bank Says Gold over Bonds for Next 5 Years Analysis: Gold over Bonds for Next 5 Years Following the failure of U.S. bonds to hedge equity downside and rising borrowing costs, Goldman Sachs notes investors are reevaluating long-t...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Be First, Be Better, or Cheat ” Topic: * Gold Dips, Silver Rips as Court Blocks Trump Tariffs * Bridgewater Discovers Mercantilism Market Analysis: Court Blocks Trump Tariffs A federal court ruling has blocked most of the Trump administration’s recent tariff hikes, declaring the use...

Housekeeping: Good Morning. “ Be First, Be Better, or Cheat ” Topic: * Don't Get Shaken Out Market Analysis: Don't Get Shaken Out The UBS Gold House View: UBS- China's imports of gold exceeded 127 metric tons in April, the highest in nearly a year and up 73% month-over-month. This came after Beijing allocated fresh quotas to commercial banks last month. Meanwhile, Purchase limits have tightened on...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: There were several new Founders and many excellent questions. As a result, this is one of the better market structure behavioral explanations on how markets actually worrk. A Template is given to identify how every market is made and how mercantilist behavior creates all markets. Good morning. Sunda...