GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Key Moments: 0:00- Welcome/ intro 6:30- Why Trump’s Plan under pressure now: Bonds, Tariffs, Polling 16:30- Report Starts 28:58- Main Discussion- see Report Main Ideas 43:28- Gold Commentary Hartnett: US Exceptionalism to US Repudiation “Both bond market and electoral base now pressi...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. We’ve unlocked the premium portion of today’s video.. “ The goals (of Trump) will remain unchanged, the routes will have to be adjusted. ” Today * Discussion: China's Strategic Shift * Premium: Gold’s Logical Destination Analysis: China's Strategic Shift *CHINA:NO LONGER MAKES ECONOMIC...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: Global Repatriation: Like a Natural Disaster Response * Premium: USD close to another confidence crisis Analysis: Earthquake USD close to another confidence crisis The S&P 500 closed down below 5,000 for the first time in almost a year...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: DB Raises Target to $3,350 on "Risks to USD Reserve Status" * Premium: Stocks in Denial and Grasping for Optionality Analysis: DB Gets Back Into Gold, Raises Target to $3,350 Deutsche Bank is raising its price target in the midst of cur...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Topics: * The Week’s Price Action * Gold Squeeze Aborted * How did it Happen? * Last Week’s Player Action Post Mortem * Outlook Day 1- unchanged doji, OI dn 3.3k, Day 2- trend day higher, up 4.5k Day 3 + 4 - trend day higher- short covering- shorts got squeezed, curb trading Day 5- normal variation lower- short c...

Housekeeping: Good afternoon. This audio note builds on themes discussed here before. Podcast: The Economic Reset Underway Deglobalization, trade deficit reduction, swapping economic engines, multipolarity versus a global reserve currency, the death of Fiat as a consequence of the death of trust between nations et cetera. Considering the world is at a crossroads right now digesting trade restraint...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Report’s Main Ideas: * Hartnett Title: Trump policy continues to be supportive of base wishes and negative for Wall street (classic corporatist ) * What makes this selloff continue * What makes this selloff end * He’s not buying a dip yet * Reiterates BIG but says SELL the “i” right...

Rough day in the markets. We will have a recap for you and some analysis around 5 PM. Between now and then this may interest you. Tucker Carlson interviewed Secretary of Treasury Scott Bessent. The interview was just released. Many topics were discussed. Here is that full interview: (0:00) Trump’s Tariff Plan (5:42) The Current State of the Stock Market (8:22) Will Americans See Substantial Tax Cu...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: Germany’s Trust of US as Custodian Is Under Review * Premium: Liberation Day is Upon Us Analysis: Germany’s Trust of US as Custodian Is Under Review Germany maintains the second-largest national gold reserve globally—behind only the Uni...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: Someone Wants the Gold in a Big Way * Premium: Someone Wants the Gold in a Big Way- Here's Why Analysis: Fresh All Time High and Quarterly Close Gold closed the quarter high—March 31st—at all-time highs , which is an indication that mor...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. **GoldFix will be raising subscription prices for new subscribers very soon. All prior subscribers will be locked in for life at prices they signed up** “ All Gold is monetary Gold ” Today * Discussion: There is More to This Gold Rally * Premium: ING Analysis: Silver Squeeze India MSA...

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 afternoon. Report’s Main Ideas: * Everything is telling him ROW fiscal spending replaces US spending— which means: USD weaker, Gold higher, Int’l stocks up, Int’l bonds down, US Bonds up * We Say: ROW is onshoring payment-chains ; and that Supply/Payment Chains are 2 sides of same coin thus— wo...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. **GoldFix will be raising subscription prices for new subscribers very soon. All prior subscribers will be locked in for life at prices they signed up** “ All Gold is monetary Gold ” Today * Discussion: The Last Time Gold Did This… * Premium: Daily Financial News Analysis: The Last Tim...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: J.P. Morgan Upgrades Mining Sector on China Stimulus and Copper Upside * Premium: GS on Copper Analysis: J.P. Morgan Upgrades Mining Sector J.P. Morgan has shifted its stance on the mining and metals sector, upgrading it f...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Timestamps * 0:00-Context * 2:07- Essay start The World Gold Council (WGC) is tasked with being the responsible representative for the gold industry. However, the industry is not dominated by the producers of gold, nor by the end users, but rather by the intermediaries who operate between production and consumpti...

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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Short report. Most of Hartnett’s work this week was in his monthly GFMS chart book, excerpts of which are included as well in a 2 for 1 post. Report’s Main Ideas: Vulnerability Title: Market not taking tariffs/trade war seriously, may change April 2,; wealth-effect on spending, fisca...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: The Trump-Powell Accord * Premium: Gold Exotic Option Primer— The Casino is Open. Analysis: The Trump-Powell Accord * Trump to Powell: Lower rates and inflation wont be a problem, I’ll get oil prices lower * Trump to OPEC:...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: "There are increasing risks of a [silver] short-squeeze" * Premium: DailyNews Discussion: Fed Day. Qt or not Qt? That is the question As the Federal Reserve's two-day interest-rate-setting meeting concludes, the central ba...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: BOA on Miners * Premium: BOA excerpt/ Financial News Discussion: BOA's Latest Report Reveals Massive Shift Report covers: * Net asset value, reserves and resources * Price to Net Asset Value (P/NAV) for North American Gold...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Sunday 2pm Ben K Joins the GoldFix Founders Discussion for Energy Update here . Report’s Main Ideas : Title: Trump may actually mean it; Hartnett’s BIG Idea restated and refined; What drives Gold from here; Correction vs Bear Collapse. (random notes) Key Moments: * 2:09- Begin Report...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Sunday GoldFix will host Michael Oliver to discuss Silver, Gold, Stocks, Bonds, and the current events with a live Q&A. “The Gold reset is a process, not an event” Today * Discussion: Gold tops $3,000/oz for the first time * Premium: Where it can go next Discussion: Gold tops $3,000/oz...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: UBS and Cap /Trade Markets * Premium: UBS Buys The Dip in Silver, Copper, Oil Discussion: UBS Buys The Dip in Silver, Copper, Oil The steady rise in commodity prices from the start of the year has come to an abrupt halt. G...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: UBS Upgrades Platinum to $1,100 by Mid Year * Premium: UBS on PL, Pa Discussion: UBS Upgrades Platinum to $1,100 by Mid Year • Platinum was undersupplied by nearly 1mn ounces in 2024, but large above-ground inventories lik...