GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Premium video is at bottom today “I believe it's very important that you have free trade, but we don't have free trade right now." - 1987 Trump with Larry King “I believe very strongly in tariffs; America is being ripped off. We’re a debtor nation, and we have to tax, we have to tariff...

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. **Note: 17:55 to 19:10- technical dificulties. No content was lost.** Hartnett: DeepPeak Scores on the Doors: crypto 7.8%, gold 7.1%, stocks 3.8%, co...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com “What is it that is has spooked the world's savviest investors to suddenly park as much as gold in vaults some 100 feet below Manhattan as they did when the world [re: Stockpiling during Covid] was ending?” -ZeroHedge Gold and silver are being pulled into New York for reasons beyond tariffs. Months ago and most r...

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 LBMA Doesn’t Have the Gold or Silver * Premium: BNP Buys the Gold Discussion: London Doesn’t Have the Gold From: NEWS: The LBMA Scramble for Gold is Real London’s bullion market is under pressure as traders rush to bor...

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: Is Microstrategy a Ponzi scheme? * Premium: Weekly: Gold’s Path Gets More Certain Discussion: Is Microstrategy a Ponzi scheme? MicroStrategy (MSTR) owns a small software business but primarily focuses on buying Bitcoin. In...

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. Key time Stamps: * 0:00- Intro * 11:02- Gold in context of Hartnett’s “Twin peaks” concept * 26:20- Ten Themes for...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com TL/DR * Trump’s Economic Reality : While the plan is ambitious, political constraints and market dynamics suggest compromises are inevitable. * Weak Dollar is Central : If tariffs cannot be implemented, a weaker dollar becomes the primary tool for achieving Trump’s growth agenda. * Market Implications : Investors...

Market Rundown | Michel Oliver on Silver 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: Goldman’s Mystery Buyer Update * Premium: Gold Pattern potential Discussion: Goldman’s Mystery Buyer Update While we know much of this from our previous coverage of Goldman’s reports, why bring it up again now to their ins...

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 Inauguration * Premium: Goldman’s Tariff-Tone Comment Discussion: Trump’s Inauguration * National Security: Border Emergency and Immigration Crackdown * Market Reaction: Initial Optimism Meets Rapid Recalibration *...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Geopolitics and Trading Algos Special Guest TraderSumo Discussion Intro: This discussion and Q &A between Sumo, VBL, and the GoldFix participants. “TraderSumo” joins GoldFix Founders group for a discussion on Geopolitics and Technical trading using algorithmic systems including Polytren...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. *Morning market Discussion will return tomorrow* This is an excerpt of our first walkthrough and initial comment of the BOA Silver report written up in Silver EFPs: The Canary in the Mine 2 days later Thank you Bonus: BOA High conviction ideas for 2025

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. “Everything I learned in my life, I learned because I decided to try something new.” Flip to long gold vs. oil as R...

1- China Silver Update: Video China has not enabled Silver accumulation by its own citizens (yet) due to the CCP still stockpiling it for high-tech production. Eric Yeung and Bai Xiaojun 2- Clip: 2025 UBS Precious Metals Outlook UBS Key Points * Last year, gold and silver posted their strongest annual gains since 2020 despite a selloff following Donald Trump’s US election victory. * A stronger USD...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. There will be no broadcast tomorrow “The Gold reset is a process, not an event” Today: * Discussion: Silver, Oil, Museum Media * Premium: UBS: Silver's Turn Discussion: UBS Buries the Lead 1- 2025 UBS Precious Metals Outlook Key Points * Last year, gold and silver posted their stronges...

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: Some of the Buying is back * Premium: Bumping Into Good Resistance -- Gold/Silver Cross Discussion: * Pre election buying pattern * China buying in November and december * Post election pattern * Returns slightly…. pre CPI...

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: CPI Prep * Premium: Gold’s 2025 Outlook: Secular Strength And Potential Choppiness Discussion: Normalizing Higher Inflation Goldman Sachs CPI Preview We expect a 0.25% increase in December core CPI (vs. 0.2% consensus),cor...

Housekeeping: Due to the holiday in observance for President Jimmy Carter’s Funeral, there was no CFTC CoT data on Sunday. The Comex Silver EFP Problem With Bob Coleman Overview: This past week or so much discussion has been had about the growing risk to Silver market functionality due to inventory depletion in London coupled with a growing concern over Tariff exemption in NY Comex deliverables. B...

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: Biden's Oil Sanction Screw-Up, $3,333 Gold * Premium: Hartnett and MSA Excerpt Discussion: Hartnett and Oliver Hartnett: Gold to $3333 “The risk to US exceptionalism…is a 2nd wave of inflation forces the Fed to hike, [and/...

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. “The risk to US exceptionalism…is a 2nd wave of inflation forces Fed hikes, [and/or] change in Fed leadership, [and...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. [EDIT- As we finish writing this, Jobs numbers hit up scorching hot, blowing the doors off bearish bank estimates. The dollar strengthened, which is to be expected. Stocks sold off which is supposed to happen but rarely does. But Gold and Silver are up, even with the puke on data relea...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com The U.S. strategy boils down to this: protect the home front, secure vital resources, and let others sort out their own problems. Trump’s comments on Greenland, Panama, Canada, and Denmark are just the opening US act in the larger geo-economic mercantile play. Overview and Keypoint-Summary Good Morning, This podc...

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 Price Targets and Fed Policy * Premium: Gold Price Targets and Fed Policy [updated and extended] Discussion: Gold Price Targets and Fed Policy From **Goldman’s Gold Price Forecasts: What to Watch. Important for 2025 B...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Several New Members. Welcome. A little historical perspective and forward guidance were in order in the beginning. [Contains Profanity] Overview of Topics Discussed 1. Founders Conversations Overview 2. Key Historical Themes 3. Shift in Discussion Focus 4. Hats as Promotions 5. Market Behavior Insights * Gold and...

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” “China and The US have an understanding on Gold” Today * Discussion: Gold as Indicator of Things to Come in China * Premium: Goldman Economists Answer 10 Questions for 2025 Discussion: Gold as China Indicator Reserve Requirement Cut Delayed T...