GoldFix

China Builds a Gold-Based Alternative to the Dollar System, Using Dollar Architecture China is moving its people and its government away from the U.S. dollar. Citizens are being encouraged to buy gold. At the same time, the state is building a new system for trade and finance that does not rely on dollars. These two tracks are designed to meet in the middle. The aim is to create a stable middle ba...

Housekeeping: Rethinking Value in an Engineered Economy 6am Friday. Good Morning Over the past several weeks, Michael Hartnett has revived his focus on bubbles. His recent work has coincided with my own growing interest in building a forward-looking investment plan. One centered around AI and minerals (specifically those tied to the coming cycle of industrial policy and manufacturing resurgence in...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Topic Time-Stamps (full outline and slides at bottom) * (0:00- 40:30) YCC Discussion * (40:30- End) Hartnett Report Walkthrough

Thank you very much. Good afternoon. At President Trump's direction and with the support and coordination with the House Intelligence Committee Chairman Rick Crawford, today we've released a declassified oversight majority staff report that was produced in September of 2020. The stunning revelations that we are releasing today should be of concern to every American. This is not about Democrats or...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com This is the kind of thing we like to bring up and discuss on Sundays. But it became useful today so here it is.

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * Man Posing as Fed Takes Delivery of $550,000 Gold Market Analysis: Full analysis in Premium Post: Man Posing as Fed Takes Delivery of $550,000 Gold Related Posts: Coming Soon We’ll let you know Data on Deck: Powell speaks * MONDAY, JULY 21 U.S. leading economic indicators * TUESDAY,...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * Standard Charter Talking Gold, And it is Bullish * Russia Launches Gold Contract, Takes on LBMA Benchmark Market Analysis: Full analysis in Premium Post: Standard Charter Talking Gold, And it is Bullish Full analysis in GoldFix Newswire : Russia Launches Gold Contract, Takes on LBMA...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Topics Time-Stamps (00:01:04) Bubble Logic Hartnett’s thesis (00:02:01) Trump-Powell: Historical parallels to Nixon-Burns. (00:03:01) Hartnett turns tactically bearish on both stocks and bonds (00:06:01) Gold, Crypto, and the “Anarchy Hedge” Trade (00:08:19) Bearish Bond Analysis using “measured mov...

Housekeeping: Good Morning. “Begun, the Mineral Wars have.” Topics: * Digital Gold Rush * What it does for Gold * Why it’s like 1986 * Epstein flip/flop/flip Market Analysis: The title of the report, “During a gold rush, sell shovels,” frames Bank of America’s investment thesis. The focus is not on which stablecoin will dominate, but on who enables stablecoin usage. Cited infrastructure beneficiar...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * Special Platinum Report and Commentary * China’s Quiet Silver Supply-Chain Coup. (Timeline) Market Analysis: Full analysis in Premium Podcast: Special Platinum Report and Commentary Related Posts: Coming Soon All of this will be in premium subscribers mailboxes over the next 3 days…...

Bloomberg story, Zerohedge coverage, GoldFix analysis, and markets discussed. These came out as recording stopped, sadly as anticipated. Trump denies, redirects (India) and attacks Powell fresh *TRUMP: NOT TALKING ABOUT FIRING POWELL *TRUMP: I THINK JEROME POWELL IS ALREADY UNDER INVESTIGATION TRUMP: ANOTHER DEAL WITH INDIA COMING UP, MAYBE Trump: Powell spent more money than expected. Trump on Po...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * BRICS Aim to Starve The West of Gold * Coming Soon: A lot Market Analysis: Full analysis in Premium Post: BRICS Central Banks Cut LBMA Out Related Posts: Coming Soon All of this will be in premium subscribers mailboxes over the next 3 days… Data on Deck: CPI/ PPI * MONDAY, JULY 14 N...

Housekeeping: Good Morning. “ The reset is a process, not an event ” Topics: * Goldman Bull Case * CPI Prep Market Analysis: Full analysis in Premium Post: Goldman Reiterates $4,000 call on Persistent China buying Related Posts: Data on Deck: CPI/ PPI * MONDAY, JULY 14 None scheduled * TUESDAY, JULY 15 8:30 am Consumer price index * WEDNESDAY, JULY 16 8:30 am Producer price index * THURSDAY, JULY...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Silver as Ground Zero in the Global Mineral War Josh Phair, CEO Scottsdale Mint explains how important Silver is becoming in context of a broadening mineral war with China. (Full Vid unlocked) A Sudden Dislocation in the Silver Market July opened with an alarm bell. The Exchange for Physical (EFP) premium for sil...

Housekeeping: Good Morning. Transcription and subtitles are malfunctioning lately “ 25%Yellow Gold, 25% Black Gold, and 25% White Gold ” Topics: * Mercantilism By Any Means Necessary * Silver, Gold, Platinum, Palladium, Copper Market Analysis: Full analysis in Premium Post: Nations Protect Gold by Any Means Necessary Related Posts: Debt and denial are the reasons.. The next theme tied to rebuildin...

Housekeeping: Good Morning. “ 25%Yellow Gold, 25% Black Gold, and 25% White Gold ” Topics: * Why Gold is a Long, Long Way From a Top When to Sell Gold * Post Pandemic Student Loan Delinquency is Bad Market Analysis: Student debt accounts for 9 percent of total household liabilities, disproportionately affecting 30 to 59-year-olds. This cohort drives consumption. Credit deterioration here means wea...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topics: * Bullion Bank Hates the Gold, But Raises its Target * Trump's Copper Tariff Hike in Context (starts 5:15) Market Analysis: Despite geopolitical and fiscal tailwinds, HSBC says the $3,500/oz ceiling holds unless new shocks emerge. The revised forecast underscores a behavioral paradox: higher targets, yet a lower...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: An extemporaneous but well-studied take on the events leading up to Gold Stablecoins and the path forward from here. (Including opportunities and risks from a physical person’s POV) Starting off with a definitive history on how the Wall Street monster survives and thrives from the Nixon Gold default...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topics: * China Internet-Gold Ponzi * Gold-Backed Stablecoins are here Market Analysis: Full analysis in Premium Related Posts: Coming Soon Final market check Data on Deck: FOMC Minutes * MONDAY, JULY 7 None scheduled * TUESDAY, JULY 8 3:00 pm Consumer credit * WEDNESDAY, JULY 9 2:00 pm Minutes of Fed's May FOMC meeting...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topics: * Weekend News, Tariff Deadline * Surprise Uptick in May CB Gold Buying * Stablecoins as Future of Gold Market Analysis: Last Week/ This Week President Trump signed OBBB into law, while Elon Musk launched the "America Party" wit...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Introduction “Can’t cut spending, can’t cut defense, can’t cut debt, go big with tariffs, so only way they can pay for One Big Beautiful Bill is with One Big Beautiful Bubble.” Hartnett's note this week tells us nothing new. Likely the holiday kept him from saying more. Next week’s write up could be very elaborat...

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 Good morning. What is this? This is an extemporaneous podcast preview on the title topic made specifically for the Founders group in preparation for an in depth Premium analysis later this weekend. Why now? Given the events of the past year marking...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topic: * Silver's Base Held, Now its Ceiling Beckons Market Analysis: Silver: A Base Breaks but a Ceiling Beckons MSA says expect now to see major upside drama in price—likely widely taking out those ancient dual prior highs on either side of $50. And this next phase, now begun, we bet will do so by year’s end. -Michael...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topic: * Hating the 50 DMA * Pre-Holiday Loose Ends: News items to be aware of for the rest of the week Market Analysis: Now, completely ignoring my own advice… know that we are Long silver and doubled our position yesterday (Friday) in the hopes that macro discretionary would come in in the new quarter. Our time frame f...

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...