GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com The following is a special presentation of the GoldFix/Competent Man Interview Joint Venture: Luke Gromen, president of Forest for the Trees, joins Tom Bodrovics to discuss the fiscal and monetary pressures facing the United States. With national debt at $39.5 trillion and rates elevated, Gromen argues policymake...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Initial MONDAY, JULY 20 * 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0% → act -0.2%) TUESDAY, JULY 21 * No major US releases WEDNESDAY, JULY 22 * No major US releases THURSDAY, JULY 23 * 8:30a Initial jobless claims (Ju...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Rick Rule reflects on his recent investment symposium, where seasoned gold investors viewed the 30% price decline as a buying opportunity while newer participants remained uneasy. He also noted that quality mining companies continue to attract capital, increasingly from majors and family offices rather than specu...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: MONDAY, JULY 20 * 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0%) TUESDAY, JULY 21 * No major US releases WEDNESDAY, JULY 22 * No major US releases THURSDAY, JULY 23 * 8:30a Initial jobless claims (July 18) (prev 208,000...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: MONDAY, JULY 20 * 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0%) TUESDAY, JULY 21 * No major US releases WEDNESDAY, JULY 22 * No major US releases THURSDAY, JULY 23 * 8:30a Initial jobless claims (July 18) (prev 208,000...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, JULY 13 * 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks * 12:30p Federal Reserve governor Christopher Waller speaks TUESDAY, JULY 14 * 8:30a Consumer price index (June) (prev 0.5% → est -0.2% → act -0....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, JULY 13 * 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks * 12:30p Federal Reserve governor Christopher Waller speaks TUESDAY, JULY 14 * 8:30a Consumer price index (June) (prev 0.5% → est -0.2% → act -0....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, JULY 13 * 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks * 12:30p Federal Reserve governor Christopher Waller speaks TUESDAY, JULY 14 * 8:30a Consumer price index (June) (prev 0.5% → est -0.2%) * 8:30a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, JULY 13 * 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks * 12:30p Federal Reserve governor Christopher Waller speaks TUESDAY, JULY 14 * 8:30a Consumer price index (June) (prev 0.5% → est -0.2%) * 8:30a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI/ PPI Warsh Speaks MONDAY, JULY 13 * 12:30p Fed Waller Speaks * 2:00 pm Monthly U.S. federal budget TUESDAY, July 14 * 8:30 am Consumer price index June * 10:00 am Federal Reserve Chairman Kevin Warsh testifies to Congress WEDNESDAY, JU...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 6 TUESDAY, JULY 7 WEDNESDAY, JULY 8 THURSDAY, JULY 9 FRIDAY, JULY 10 * none scheduled ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 6 * No major US releases TUESDAY, JULY 7 * 9:45a S&P Global Services PMI (prev 51.3 → est 51.3) * 10a ISM Non-Manufacturing PMI (prev 54.5 → est 54.2) * 11a Fed Waller Speaks WEDNESDAY, JULY 8 * 7a FOMC Member Bowman Speaks * 8:30a Trade Balance (prev -54.60B → est -78.30B) THURSDAY, JULY 9 * 2p FOMC Meeti...

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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 6 * No major US releases TUESDAY, JULY 7 * 9:45a S&P Global Services PMI (prev 51.3 → est 51.3) * 10a ISM Non-Manufacturing PMI (prev 54.5 → est 54.2) * 11a Fed Waller Speaks WEDNESDAY, JULY 8 * 7a FOMC Member Bowman Spea...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 6 * No major US releases TUESDAY, JULY 7 * 10a ISM Non-Manufacturing PMI (prev 54.5 → est 54.2) WEDNESDAY, JULY 8 * 8:30a Trade Balance (prev -55.90B → est -78.50B) THURSDAY, JULY 9 * 2p FOMC Meeting Minutes FRIDAY, JULY...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 6 * No major US releases TUESDAY, JULY 7 * 9:45a S&P Global Services PMI (prev 50.7 → est 51.3) * 10a ISM Non-Manufacturing PMI (prev 54.5) WEDNESDAY, JULY 8 * 8:30a Trade Balance (prev -55.90B → est -78.80B) THURSDAY, JU...

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

Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Nonfarm MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 55.7) * 10a CB Consumer Confidence (prev 90.6 → est 94.4) * 10a JOLTS Job Openings (prev 7.585M → est 7.280M) THURSDAY, JULY 2 FRIDAY, JULY 3 * Bank Holiday ***Please supp...

Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Nonfarm MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 55.7) * 10a CB Consumer Confidence (prev 90.6 → est 94.4) * 10a JOLTS Job Openings (prev 7.585M → est 7.280M) THURSDAY, JULY 2 * 9a Fed Governor Warsh Speaks * 3:15p U.S....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Nonfarm Payrolls MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 55.7) THURSDAY, JULY 2 * 9a Fed Governor Warsh Speaks * 9:45a S&P Global Man...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com A GoldFix- Competent Investor Joint Presentation Tom Bodrovics sat down with Jesse Felder, founder, editor, and publisher of The Felder Report, for a wide-ranging discussion on oil, market sentiment, AI, and where investors may be missing the real opportunity. The conversation focused on the sharp disconnect in t...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: NFP MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 60.0) THURSDAY, JULY 2 * 8:15a ADP Nonfarm Employment Change (prev 122K → est 118K) * 9a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Week Snapshot: Battle * Day 1- down… OI comes in 1.5k as longs puke * Day 2- down, OI +5k as shorts pile in * Day 3- Longs buy in AM, Shorts sell in PM. OI +7k * Day 4+ 5- shorts add more in down move +1.5k * Day 6- shorts add again 5.5k in down move * Day 7- New Longs buy into short selling- possible fish hook *...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: NFP/ Employment MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 60.0) THURSDAY, JULY 2 * 9a Fed Governor Warsh Speaks * 9:45a S&P Global Manu...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: GDP MONDAY, JUNE 22 * 9a FOMC Member Waller Speaks TUESDAY, JUNE 23 * 9:45a Flash Manufacturing PMI (prev 55.3 → est 54.6) * 9:45a Flash Services PMI (prev 50.9 → est 51.0) WEDNESDAY, JUNE 24 * 8:30a Current Account (prev -191B → est -219B...