GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. We say expectation that Trump 2.0 = US inflationary boom means bid for crypto & gold to continue- M....

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: Why The Dollar Must Drop (and Gold must rise) Under Trump 2.0 * Premium: UBS Gold Comment in Full Discussion: Why The Dollar Must Drop (and Gold rise) Under Trump 2.0 “Make no mistake, there will be consequences, uninten...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Interview announcements coming soon. “The Gold reset is a process, not an event” Today * Discussion: Wake Up the Neighbors * Premium: Citi on ETF pukage Discussion: UBS and CITI UBS says to “Wake Up The Neighbors” on gold Our end-2025 target remains USD 2,900/oz, and we see opportuniti...

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: Why Are Gold and Silver Re-Rallying Now? * Premium: Goldman’s 2025 Commodity Outlook is Why Discussion: Why Are Gold and Silver Re-Rallying Now? Gold (+1.90%), Silver (+3.0%), Oil (+3.4%) Bitcoin (+2.0%), and Stocks (+0....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: This was very well-received by the attendees who participated actively. Thank you. Options were discussed, as were the CFTC flows, CTA positioning, and Bullion Banks’ continued reticence to trade. This went very long. Might be best viewed in chunks topically. The outline and transcript will help **N...

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: Hartnett’s (New) Gold play * Premium: Options Masterclass Preview Discussion: Buy Gold, Sell Stocks 2025 Hartnett starts his main section this week with: There is no trading alternative to long US dollar, long US stocks...

黄金市场分析开始 15:41 Gold Market Analysis Starts 15:41 标题部分16:40开始 Title Section begins 16:40 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. “The Gold reset is a process, not an event” Today: * Discussion: Hartnett Buy Gold (?) * Premium: RBC Commodity Comments Post Election * BONUS: Is China Pricing Influencing Comex Silver? (Yes it is) Discussion: 1- Hartnett: Buy Gold [?] [W]e say allocators heading into Q1’25 should …bu...

Intro: Last week Tom Luongo and Vince discussed the BRICS event in context of world geopolitics and financial markets. Bonus: We also hit record during our warm up chat, which was almost entirely about music. That part is 40 minutes long and available to Premium subscribers if you are musically inclined as we both are. Tom Luongo’s Work * G, G, & R Podcasts and Newsletter * X/Twitter Topics Discus...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Discussion on m-BRIDGE with Tom Luongo will be emailed out today (bonus Jethro Tull vs Led Zeppelin debate for Premium). Recorded an in depth conversation with Peruvian Bull yesterday on Gold, Silver, and Bitcoin, Sitting with Andy Schectman today. “The Gold reset is a process, not an...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good evening. Next Sunday we cover how to use Think or Swim for Options. *Silver comments start 48 minutes in Key Slides: WEEK SNAPSHOT FUTURES CHANGES: FUTURES and OPTIONS/GAMMA CHANGES COMBINED:

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 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. “”“So long as he doesn't lose the long-end market gonna target 6.6k on Spoos by Inauguration.” -Michael Hartnett Su...

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

附上视频的文字记录 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. “The Gold reset is a process, not an event” Today: * Discussion: End The Fed Carefully * Premium: Institutional TradeDesk Report on Gold and Copper Discussion: End The Fed Carefully FOMC Recap * Fed Cuts 25 bps as expected * The Statement Full changes footnoted here * The Press Confere...

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’s Victory, and Market Reactions * Premium: Goldman, JPM Analysis Discussion: Donald Trump was elected the 47th president by the American people.  The Senate, as expected, has flipped to the Republicans. This big Sen...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com SECTION TIMESTAMPS: * 0:00- Building Butterflies * 1:24:39- CFTC CoT Analysis BUILDING BUTTERFLIES: KEY SLIDES/ NOTES Directional (bull/bear spread) Butterflies: the most well defined of trades in terms or R/R and payoff/odds As a risk manager and trader: You either start with or consider finishing with a butterf...

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 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. “Nobody going into this election long 30-year Treasury, short gold [or] Nvidia.” -Michael Hartnett Summary/Overview...

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: Tier 1 Assets * Premium: Education of a Tier 3 Silver Speculator Discussion: In banking terms, a tier one asset is considered the highest quality and most liquid, meaning it can be readily converted to cash without signif...

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: Goldman Raises its 2024 Target again * Premium: Goldman Raises Early 2025 Target on 500% Increase in Physical Demand * BONUS: WHY SILVER IS WEAK Discussion: Goldman Raises its 2024 Target again As the gold price keeps bre...

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 Election and Gold * Premium: What if The Election is Undetermined Discussion: The Election and Gold What would happen if the election result were delayed? We have said several times elections are supposed to bring cer...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: What is this? This is a Masterclass on options as taught by at MBA Finance level by a University Professor. Text Used: Natenberg's Option Pricing and Volatility Summary/ Overview: This first Options lecture in the GoldFix Educational series is made available for Founders and Premium subscribers dive...

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: MSA Updates on Silver and GDX * Premium: Goldman’s Economic Week Ahead Discussion: MSA Updates on Silver and GDX The following are excerpted from Michael Oliver’s 360 weekend report Silver: If we see daily momentum get ba...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Special Sunday Class on Options. Founders also received a pdf copy of the Natenberg Options textbook. This isn’t going away. And there's going to be pushback. There's going to be financial warfare. There's going to be trade warfare. The U.S. will be brought kicking and screaming into t...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. Excuse the production values (ambient noise and occasional sniffle) as this was recorded very early. A short “note to self” became a full-on analysis…. Topics Discussed: * The Significance of Ross Norman's Insight * Possible Explanations for the Shortfall * The Changing Landscape of...