GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Core Takeaways * Every complex option structure is built from butterfly components * Options are modular, like Legos * Butterfly = largest coherent structure * Requires precision, not just direction * Balances cost, risk, and probability I. Teaching Framework * Different learning styles: * Abstract (numbers first...

Housekeeping: *** Support Independent Media . Buy a hat, mug, or hoodie today*** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out Zerohedge — Silversqueeze Comes to China Yahoo — Texas Rolls Out Non- Monetary Money X.com — Silversqueeze Comes to China Featured Analysis: News & Analysis: Coming Soon/ Chat: * Chats for...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Hartnett flow show presented two ways. Title changed LISTEN TO THIS SUMMARY FIRST: TL;DR * Japan: No longer a Safe Haven and must take risk now * Run it Hot is Almost Dead: All we need is one CAPEX cut and Run it Hot runs out of gas.. * S tate of the Union Key: Trump will rollout more price controls...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: *** Support Independent Media . Buy a hat, mug, or hoodie today*** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out Zerohedge — Silversqueeze Comes to China Yahoo — Texas Rolls Out Non- Monetary Money X.com — Silversqu...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: *** Support Independent Media . Buy a hat, mug or hoodie today*** * message for UCONN students Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out Zerohedge — Silversqueeze Comes to China Yahoo — India Gold ETF Inflows Ov...

GFN – AUSTIN Texas officials said February 11, 2026 that the state has launched state-branded 1-ounce gold and silver bullion products that will be sold via the Texas Comptroller’s office, with distribution and custody options integrated with the Texas Bullion Depository, according to details provided by the program’s manufacturer. In an interview on Kitco, Scottsdale Mint CEO Josh Phair said the...

Housekeeping: *** Support Independent Media *** * message for UCONN students Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out Zerohedge — Why We Do Not Sell Our Physical Yahoo — Nevada Gold: The IPO Rift X.com — SHFE Terminates Improper Selling During Silver Downdraft Featured Analysis: News & Analysis: ICYMI Coming...

Housekeeping: *** Support Independent Media *** * message for UCONN students Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out Zerohedge — Why We Do Not Sell Our Physical Yahoo — Chile’s Copper Price Gains Mask Output Declines at Key Mines X.com — SHFE Terminates Improper Selling During Silver Downdraft Featured Analy...

Housekeeping: *** Support Independent Media *** * message for UCONN students Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out Zerohedge — Why We Do Not Sell Our Physical Yahoo — Tether Invests $150 Million in Gold.com to Expand Gold-Backed Digital Finance Push X.com — SHFE Terminates Improper Selling During Silver Do...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Hartnett flow show presented two ways. Bonus at bottom TL;DR * Leadership change underway: Gold, along with emerging-market equities — especially commodity producers — is positioned to benefit in 2026 as debasement and global rebalancing themes persist. * New regime shift: The 2020s are defined by p...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Hartnett plus some extras will be out at noon today. Have a good one I. Market Recap and Structural Context (approx. 00:03–00:21) A. Friday’s Price Action and Volatility Shock * Description of the “jaw-dropping” move and why it stands out historically * Comparison to prior market dislocations (1990s...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: *** Support Independent Media *** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — The Wyoming Reserve to House Precious Metals Zerohedge — Xi Makes RMB Reserve-Currency Push Official Yahoo — The Shanghai-Silver Hunt Brother Gets Bearish X.com — EU Reopens US Trade De...

Housekeeping: *** Support Independent Media *** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — The Wyoming Reserve to House Precious Metals Zerohedge — Xi Makes RMB Reserve-Currency Push Official Yahoo — US-Backed Consortium Agrees to Buy Stake in Glencore’s Congo Copper and Cobalt Mines X.com — EU Reopens US Trade Deal Process After Greenland Tensions Ease Featur...

Housekeeping: *** Support Independent Media *** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — Silver: Emergency Halt of UBS-China Fund Tied to Global Selloff Zerohedge — Xi Makes RMB Reserve-Currency Push Official Yahoo — Project Vault: The $12 Billion Fund to End China’s Critical Mineral Monopoly X.com — Germany’s $599 Billion Gold Hoard Rekindles Debate Over Re...

UPDATE: One name failed to mention in my extemporaneous list of mining pros is Goldfinger Capital whose insights have been very productive and run parallel to the other names mentioned. I was remiss to not mention Robert Sinn in my 6 am speech. There are others I’m sure, but his name came to mind as soon as i hit send Good morning. Two days ago, we were contacted by Matt Smith of Doug Casey’s Cris...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Hartnett flow show presented two ways. This analysis also includes a comprehensive summary at bottom for those with time constraints.

Have a good night. These report breakdowns are very good. Their timing was not good. I like them for three months from now. Not this month. Enjoy. PS- we just like the picture 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 afternoon . Hats, Mugs here . Morning Rundown: Macro-Economics/Commodities: Geopolitics: Founders: GOLDFIX Intraday Chat: Recap/Coming Soon: GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Hey, guys, I want to clarify something, and I want to clarify it because people are making generational money here, and I want to make sure messages aren’t misconstrued, and I want to do this the right way, okay? So I’m going to lay this out clearly and one final time because too many people are reacting to soundbites instead of the full message. Unfortunately, most of those are free subscribers a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: *** Support Independent Media *** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint — Silver Surge: Bulls Target $110 Milestone in Unbroken Uptrend Zerohedge — Selling Germany’s Gold Would Be A Strategic Mistake Yahoo — Venezuela Oil Reform Bill Seeks to Cut Taxes and Lu...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com PREMIUM VIDEO Starts 10:54 • Price Action, Industry News, Risk Management • DEEP DIVE INTO INDUSTRY BOTTLENECKS • WHY NO METAL? Featured Analysis: News & Analysis: ICYMI Coming Soon/ Chat: Data on Deck: Fed Decision * MONDAY, JAN. 26 Durable-goods orders (delayed * TUESDAY, JAN. 27 Consumer confidence * WEDNESDAY...

Housekeeping: *** Support Independent Media *** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint- Silver Surge Ahead: Bulls Target $110 Milestone in Unbroken Uptrend ZeroHedge- Gold Reacts to Japan Crisis-Risk Yahoo:- Tanzania Liquidates Gold Reserves to Defy Global Aid Cuts X.com- Tanzania Liquidates Gold Reserves to Defy Global Aid Cuts Featured Analysis: News & Ana...

Housekeeping: *** Support Independent Media *** Things are Happening Faster Now Featured Posts on News Sites : Scottsdale Mint- ****Silver Breaks $100**** ZeroHedge- Gold $5,000, Silver $100 Event Horizons Yahoo:- Silver Breaks $100 X.com- Gold $5,000, Silver $100 Event Horizons Featured Analysis: News & Analysis: ICYMI Coming Soon/ Chat: Data on Deck: Fed Decision * MONDAY, JAN. 26 Durable-goods...

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 Video Contents * MSA Announcement * CFTC ANALYSIS * JPY ANALYSIS * MSA BREAKDOWN (00:00) Opening, Audio Check, and Session Framing (00:03) Journalism, Attribution, of MSA Coverage (00:06) Agenda Overview and Transition into Market Analysis (00:07)...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: **Please listen to the political message disclaimer at bottom TL/DR – 6 points * Trump’s de-escalation bias keeps the core macro trade intact: long US equities, short US 10y rates, with growth and affordability prioritized into the midterms. * Goldman differs with BOA’s Hartnett on what to play macr...