GoldFix

Housekeeping: Good Morning: Things are Happening Faster Now GoldFix Featured on Scottsdale Mint Scottsdale Mint: Italy Wants to Tax Private Gold holdings * Italy is weighing a one-off tax amnesty to pull privately held gold into the formal economy Scottsdale Mint: UBS Raises Gold’s Roof Once Again * UBS analysts reiterate recent bullish claims. But in this update, they raise their price targets fo...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Gold’s price no longer responds to a single demand driver. The data shows shifting elasticities across jewellery, investors, ETFs, and central banks, and these shifts reveal where price discovery is actually happening today. Part 1 maps the new drivers that now define the market. Gold Demand, Elasticities, and Pr...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: GoldFix Featured on JPost and ZeroHedge ZeroHedge: Tucker Carlson Says USD is Doomed, Starts Gold Company * Tucker Carlson has entered the precious-metals industry with Battalion Metals JPOST: Rising COMEX Gold Revisions Raise Questions About (Potential) Data “Spoofing” * COMEX gold open-interest revisions spike beyond normal leve...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: Deutsche Bank says governments are now buying gold by the ounce, not the price, creating relentless demand that could redefine the global monetary system. * DB: Sovereigns Print Fiat to Buy Gold Now News/ Analysis: * Continues in the premium post: DB: Sovereigns Print Fiat to Buy Gold Now News & Analysis: ICYMI Coming Soon/ Chat:...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: The Flow Show is presented two ways, keypoints are outlined below with explanations commentary and BOA trade ideas offered in the video. See also: ZH’s Hartnett: “Fed Needs To Cut, And Bitcoin Will Be First To Sniff Out Coming Fed Capitulation” TL/DR * Japan needs to hike, US Needs to Ease * Bitcoin...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * Italy’s Gold Tax: Pay Now and Pay Later… News/ Analysis: * Continues in the premium post: Italy’s Gold Tax: Pay Now and Pay Later… Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: * MONDAY, NOV. 17 8:30 am Empire State manufacturing survey * TUESDAY, NOV. 18 Home Builders * WEDNESDAY, NOV. 19 Minutes of FOMC Meeting * THURS...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Good Afternoon: Italy is weighing a one-off tax amnesty to pull privately held gold into the formal economy, aiming to unlock billions in revenue and inject liquidity into a market long sustained by informal family transfers. The first section below covers the straight news. The second section, “Pay Now and Pay L...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * Russia Expands Gold Operations News/ Analysis: * Continues in the premium post: Russia Expands Gold Operations as Domestic Market Liquidity Rises Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: * MONDAY, NOV. 17 8:30 am Empire State manufacturing survey * TUESDAY, NOV. 18 Home Builders * WEDNESDAY, NOV. 19 Minutes of FOMC...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * China “Secret” Buying Triples in September News/ Analysis: * Continues in the premium post: China “Secret” Buying Triples in September Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: PMIs * MONDAY, NOV. 17 8:30 am Empire State manufacturing survey * TUESDAY, NOV. 18 Home Builders * WEDNESDAY, NOV. 19 Minutes of FOMC Meetin...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * Breaking: Indonesia Tariffs Gold Exports * Coming Soon: China “Secret” Buying Triples in September News/ Analysis: * Continues in the premium post: Breaking: Indonesia Tariffs Gold Exports Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: PMIs * MONDAY, NOV. 17 8:30 am Empire State manufacturing survey * TUESDAY, NOV. 18 Hom...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning: Things are Happening Faster Now Topics: * MSA: Gold and Silver Market Dominance Over Stocks is Here News/ Analysis: * Continues in the premium post: Gold and Silver Market Dominance Over Stocks is Here * Learn More About Michael Oliver’s MSA Research here Related Posts: ICYMI Coming So...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. Find attached a (much) anticipated promised Gold breakdown. Also find a complete detailed walkthrough of the report’s important points, what we feel is imperative for it to be accurate going forward, and the nuances involved in understanding this bank’s particular approach to Gold an...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Very actionable report, little direct mention of PM, but bullish commodities, still bearish USD TL/DR Hartnett’s latest describes a market shaped by easing financial conditions, record inflows, and policy optimism. Yet structural strains (AI debt buildup, inflation management, and uneven Main Street...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * FT Confirms China’s Secretive Gold Purchases News/ Analysis: Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: Jobs- Shutdown over? * MONDAY, NOV. 10 None scheduled * TUESDAY, NOV. 11 Veterans Day holiday, bond market closed * WEDNESDAY, NOV. 12 Fed speakers * THURSDAY, NOV. 13 CPI * FRIDAY, NOV. 14 PPI Charts and Final Mark...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * Tether is making a major move in the gold market News/ Analysis: Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: Jobs- Shutdown over? * MONDAY, NOV. 10 None scheduled * TUESDAY, NOV. 11 Veterans Day holiday, bond market closed * WEDNESDAY, NOV. 12 Fed speakers * THURSDAY, NOV. 13 CPI * FRIDAY, NOV. 14 PPI Charts and Final...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * Why Has Russia Stopped Selling Gold? * Chinese Tech Firm Gifts $45,000 Gold Spacebar Key to Employee News/ Analysis: * Continues in Premium Post: Why Has Russia Stopped Selling Gold? Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: Jobs- Shutdown over? * MONDAY, NOV. 10 None scheduled * TUESDAY, NOV. 11 Veterans Day holiday...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * Coming Soon: What is Russia Doing With its Gold? * Preview : Gold’s True Value, Finally Explained News/ Analysis: Continues in Premium Post: BCA: Gold’s True Value, Finally Explained “ to be released at noon Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: Jobs- Shutdown over? * MONDAY, NOV. 10 None scheduled * TUESDAY, NOV...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * DB: Gold Correction Likely Over. * Gold Up $100, Silver Back Above $50 News/ Analysis: Continues in Premium Post: DB: Gold Correction Likely Over, China VAT Unimportant Related Posts: ICYMI Coming Soon/ Chat: Data on Deck: Jobs- Shutdown over? * MONDAY, NOV. 10 None scheduled * TUESDAY, NOV. 11 Veterans Day holiday, bond market...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: “You know Fed will be buying AI hyperscaler bonds when they next do QE” - Michael Hartnett Zeitgeist The AI bubble is hitting its funding wall. A surge in corporate bond issuance from names like Meta and Oracle has driven spreads wider, revealing deep cracks in credit markets. Hartnett’s shorting hy...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * The US Already Knows The Dollar is Dead as GRC News/ Analysis: Related Posts: Coming Soon/ Chat: Data on Deck: Jobs- Data We Won’t Get * MONDAY, NOV.3 PMIs * TUESDAY, NOV.4 *U.S. trade deficit Sept. * WEDNESDAY, NOV.5 ADP employment * THURSDAY, NOV. 6 Fed speakers * FRIDAY, NOV.7 Unemployment* Charts and Final Market Check: This...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * When Will The AI bubble Break? * China Dominating Gold News Now * New Gold Ledge News/ Analysis: AI Bubble: Related Posts: Coming Soon/ Chat: Data on Deck: Jobs- Data We Won’t Get * MONDAY, NOV.3 PMIs * TUESDAY, NOV.4 *U.S. trade deficit Sept. * WEDNESDAY, NOV.5 ADP employment * THURSDAY, NOV. 6 Fed speakers * FRIDAY, NOV.7 Unem...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * UBS Price Hikes Hint at Deeper Theme: America Is Buying * BREAKING: Cambodia Chooses to Store Gold in China News/ Analysis: * Continues in: BREAKING: Cambodia Chooses to Store Gold in China * Continues in the Premium post: UBS Price Hikes Hint at Deeper Theme: America Is Buying Related Posts: Coming Soon/ Chat: Data on Deck: Job...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * UBS: Can Gold’s Rally Resume? Yes, $4700 in Play * 2/3 of Central Bank Buying is Unreported * Why Your Power Bill Will Keep Rising for Years News/ Analysis: Continues in the Premium post: UBS: Can Gold’s Rally Resume? Yes, $4700 in Play Related Posts: Coming Soon/ Chat: Data on Deck: Jobs- Data We Won’t Get * MONDAY, NOV.3 PMIs...

Housekeeping: Good Morning: Things are Happening Faster Now Topics: * China Tightens its Grip on Silver * Silver and The 232 Boomerang Effect News/ Analysis: Continues in the Premium post: China Tightens its Grip on Silver Continues in the premium Post: Silver and The 232 Boomerang Effect Related Posts: Coming Soon/ Chat: Data on Deck: Jobs- Data We Won’t Get * MONDAY, NOV.3 PMIs * TUESDAY, NOV.4...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. What follows is the usual Hartnett Flow show Walkthrough with an added bonus: Topics by Video Order: * 0:55- PGMs Get price bump by UBS (written at bottom) * 7:15- PGMS, Silver and the Boomerang Effect * 17:45- Hartnett Flow Show “AI equity leadership ain’t budging for time being and...