GoldFix

Housekeeping: Good afternoon. Here is Part 2 of the GoldFix discussion with Eric Yeung and Dave Kranzler as hosted by Vince Lanci Dave, Eric, and Vince Discuss Metals, Miners, and More In Part 1 of this two part discussion (link at bottom) focus was on US Gold deliveries and Fort Knox conjecture as it tied London and Comex together along with China. Part 2— After a discussion about the GLD situati...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Look for part 2 of the Dave Kranzler/ Eric Yeung interview on GoldFix later today “I told you, man, I told you,..but you wouldn't listen, well, you stupid f—, look at you now.” —A. Montana,Arbitrage Today * Discussion: UBS Likes The Silver… * Premium: More Than They Admit. Discussion:...

Housekeeping: Good afternoon. Here is Part 1 of the GoldFix discussion with Eric Yeung and Dave Kranzler as hosted by Vince Lanci Dave, Eric and Vince Discuss Metals, Miners, and More Topics Part 1: * Current Situation in Gold Deliveries: * Differentiation between "Delivery" vs "Possession": * Gold Movements and Repatriation: * COMEX & LBMA Relationship and "EFP": * Underlying Reason for U.S. Gold...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Good morning. As promised this is the Michael Oliver interview. Since recording this on Sunday at approximately 3:00 PM gold has rallied $35 for Monday and thus far an additional $30 for Tuesday morning please enjoy this -VBL [L]ooking out to, let's say, Tuesday or Wednesday. If you get gold even back up toward $...

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: Woman Loses Gold, Silver in Fedex Accident * Premium: Institutions Place Big Bets for $3500 Discussion: Institutions Place Big Bets for $3500 * Institutional clients are buying binary or digital style options for the secon...

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 Housekeeping: Good Evening Michael Oliver Joined the Founders group to talk markets. Here is an early unpolished look. Finished/polished version will be sent out during the week * CFTC Discussion * Michael Oliver Interview * Q&A ***IF YOU ARE SERIO...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. ***Sunday 2pm Michael Oliver Joins the GoldFix Founders Discussion to talk Gold, Silver, Stocks and more. Link here . *** The report is focused on: * Client pushback to Hartnett’s B-I-G play * Clients think Trumps deficit reduction plan buckles in stock selloff.. hence they stay long...

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: The Wildebeest are Back * Premium: Metals CTA discussion- Starts 19:10 Discussion: The Wildebeest are...

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: Gold Funds Take Profits as Banks Absorb Losses * Premium: Capitulation or not? Discussion: Funds Take Profits as Banks Absorb Losses Funds are unwinding positions from a position of strength, taking profits while banks ste...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon This min-podcast breaks down a timely Feb 25th bank trading-desk’s analysis covering current Gold market activity for institutions. Video includes charts and full analysis..

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: Trump Upgrades Green Cards to Gold * Premium: NVDA and The Day Ahead Discussion: Trump to Sell Gold Cards US President Trump said will begin a program to sell 'Trump gold cards' for USD 5mln for foreigners who want to come...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Michael Oliver Interview Sunday 2pm. Title piece in premium “ After this war is over, “money” will never be the same again… - Zoltan Pozsar 2022 Today * Discussion: Miners Good Bad and Not so Ugly * Premium: Mar-a-lago commentary Discussion: Miners Good Bad and Not so Ugly RBC Mining U...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Next Sunday Michael Oliver will drop by for some Technical talk

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 Quick Topics: * FX reserves China chart * Gold as FX reserves vs Gold as GDP * Position Update * Top Overnight News Goldman * Broadening concept * BBG Analysis comment * BBG Analysis early look * When it could end

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. We’re in discussions with sponsors now and are in talks for a syndication arrangement “The Gold reset is a process, not an event” Today * Discussion: China Sells More Treasuries for Gold * Premium: Why Goldman’s $3100 target is Low. Discussion: Why Goldman’s $3100 target is Low. Goldma...

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: Gold's New ATH On Goldman Target Raise to $3,100 * Premium: Breaking down the Goldman report Discussion: Gold's New ATH On Goldman Target Raise to $3,100 Goldman Sachs raised its gold price forecast for the end of 2025 to...

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: Not talking about Gold * Premium: BBG discusses Silver Discussion: Silver Repatriation Keep an eye on silver as it starts to pick up versus gold. The ratio between the two is historically low, leaving silver looking very c...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Podcast Premium and Free versions are identical “The Gold reset is a process, not an event” What is This: A podcast (with transcript) covering the last 72 hours events for those who either wish to know more or wish context to handicap what happens next. You are encouraged to share this...

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 Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 2 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, Enjoy. The report is focused on Ukraine peace talks and their potential effect on his B-I-...

Here is an analysis of the webinar: 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 public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe I just had a lengthy and highly productive phone call with President Vladimir Putin of Russia. We discussed Ukraine, the Middle East, Energy, Artificial Intelligence, the power of the Dollar, and various other subjects.- President Donald Trump Feb...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: SLIDES. Not pictured: MSA Silver slide CFTC Report Overview: Futures only: MARK UP: Gamma and Options Activity: MARK UP: OPEN INTEREST: DO NOT SHARE:

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 Housekeeping: Off tomorrow. Enjoy Reports discussed are included at bottom. This will be available for Premium later in the week minus the reports SLIDES CFTC Report Overview: Futures only: MARK UP: Gamma and Options Activity: MARK UP: OPEN INTERES...

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: CITI Calls for $3400, Tariffs, GLD, and Hartnett * Premium: CITI , Hartnett, Tariffs, Bullion Panic Discussion: Metal Matters: Why gold’s bull market is based on physical fundamentals and is set to continue “Our forecasts...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 2 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, Enjoy. Themes: * Go BIG Now: He’s Buying BIG now, not later * Gold No Twin Peak + Historical Events = Bull Mkt * No Tariffs Now: Stocks and Oil told Trump t...