GoldFix

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Why The Brics Really Want Gold and Not Treasuries * Rickards: Fed Independence Has Never Really Existed Market Analysis: Full analysis in Premium Post: Full analysis in *Exclusive: China’s Next Golden Move (Beyond Basel 3) Weekend Posts: Coming Soon/ Chat: Data on Deck: Fed Day * MONDAY, SEPT. 15 8:30 am Empire State manufa...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good morning.

Housekeeping: Good Morning. The reset is a process, not an event Topics: * *TD's Ghali: Silver Endgame Approaches * Barrick Pulls a Newmont * Updating the Chat Traders Market Analysis: Full analysis in Premium Post: *TD's Ghali: Silver Endgame Approaches Related Posts: Coming Soon/ Chat: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit * TUESDAY, SEPT. 9 NFIB optimism index * WEDNESDAY, SE...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Newmont Pulls Back in Canada, Delists * Updating the Chat Traders Market Analysis: Full analysis in Premium Post: Newmont Pulls Back in Canada, Delists Related Posts: Coming Soon/ Chat: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit * TUESDAY, SEPT. 9 NFIB optimism index * WEDNESDAY, SEPT. 10 PPI * THURSDAY, SEPT....

Video: interview with Charlie Kirk describing his motivations. (Safe for children) The next videos shown below are of graphic nature showing the moment of bullet impact. The first one is from a distance and would be inappropriate for a child without parental guidance or explanation. The second video is from extremely close-up and his graphic and will be inappropriate even for an adult whose consti...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * The Silver Tariff Situation * "Private Diversification as Next Giant Leap For Gold, Commodities" * Updating the Chat Traders Market Analysis: Full analysis in Premium Post: "Private Diversification as Next Giant Leap For Gold, Commodities" Related Posts: Coming Soon: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit...

What this means: * Powell should cut 50bps * Trump wasnt crazy this mornig when he said Powell should cut 75bps. * Zero jobs for biden in his last 15 months or so * Powell is LATE cutting after swearing by BLS data Aug 25th: Our coverage and confirmation of the Goldman and BNY and ZH opinions Sep 4th: Standard Charter’s rationale for a 50bp cut Sep 3: SC’s Full analysis of why it should happen (Fo...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Gold Tops 1980 Inflationary All Time Highs Market Analysis: Full analysis in Premium Post: Special: The "Real Money" is Buying Related Posts: Coming Soon: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit * TUESDAY, SEPT. 9 NFIB optimism index * WEDNESDAY, SEPT. 10 PPI * THURSDAY, SEPT. 11 CPI * FRIDAY, SEPT. 12 Cons...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Silver's Future Looks Very Bright * Beyond $3,600: Gold’s Path in the Shadow of the 1970s Market Analysis: Continue reading in: Beyond $3,600: Gold’s Path in the Shadow of the 1970s Full analysis in Premium Post: Silver's Future Looks Very Bright Related Posts: Coming Soon: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Must Listen. This is a long one with a ton of material. It intentionally was kept to a clean translation with little digression. This is about Booms, Busts and Stagflation. It’s about Gold and how it all truly rhymes with the period of 1970-1979. We are somewhere between 1972 and 197...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * El Salvador Buys Gold * Jobs Number Preview (Premium) Market Analysis: Full analysis in Premium Post: Related Posts: This Weekend: Data on Deck: Unemployment * MONDAY, SEPT. 1 Labor Day holiday * TUESDAY, SEPT. 2 PMI * WEDNESDAY, SEPT. 3 9...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Watch Japanese Bonds for the Next $50 move * Bond Vigilantes are Gold Bugs Now Market Analysis: Bond vigilantes have returned, with gold once again tied to global debt markets after years of disconnection. Liquidity stress, falling reverse repo balances, and Japan’s fragile, government-controlled bond market are central dri...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Gold Breaks $3,500 as Macro Buyers Step In * Geopolitics: China May Be Active in US Gold Market Analysis: Full analysis in Premium Post: Geopolitics: China May Be Active in US Gold Related Posts: Coming Soon: Data on Deck: Unemployment * MONDAY, SEPT. 1 Labor Day holiday * TUESDAY, SEPT. 2 PMI * WEDNESDAY, SEPT. 3 9 Job ope...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * Gold: Inflation Re-ignition is Coming * Do Not Add to Longs Here Market Analysis: Full analysis in Premium Post: Gold: Inflation Re-ignition is Coming Related Posts: Coming Soon: Data on Deck: Unemployment * MONDAY, SEPT. 1 Labor Day holid...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * How Much Gold Will Really Be Bought By Central Banks? Market Analysis: Full analysis in Premium Post: How Much More Gold Do Central Banks Need to Buy? Related Posts: Coming Soon: Data on Deck: PCE * MONDAY, AUG. 25 10:00 am New home sales * TUESDAY, AUG. 26 8:30 am Durable-goods orders * WEDNESDAY, AUG. 27 None scheduled *...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Newmont Capitalizing on "Once in 50 Year Opportunity" * Vietnam Ends State Gold Monopoly in Landmark Reform * Silver Chart analysis Market Analysis: Full analysis in Premium Posts: * Mining’s once in a 50 Year Opportunity to Outshine and * Newmont Pursues Deep Cuts to Capitalize on "Once in 50 Year Opportunity" Related Post...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * Deutsche Bank Flags Unreported China-Brics Gold Demand Market Analysis: Full analysis in Premium Post: DB says Majority of Brics Gold Buying Secretive (and Growing) Related Posts: Coming Soon: Data on Deck: PCE * MONDAY, AUG. 25 10:00 am N...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * Are You Ready for $144 Silver and $9.00 Copper? Market Analysis: Full analysis in Premium Post: Are You Ready for $144 Silver and $9.00 Copper? Related Posts: Coming Soon: * Lots Data on Deck: PCE * MONDAY, AUG. 25 10:00 am New home sales...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: No Morning Rundown next week as am working on overdue pieces for a book. There will be posts emailed of relevant research highlights. 1. Market Behavior Over the Analyzed Period * Review of eight days of trading activity, including five down days followed by three recovery days. * Emphasis on unchan...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: TIME-STAMPS 00:00- Intro 01:25- Sunday Discussion Topics 03:30- "Down and out" Asset Rotation 04:45- Fed Cut = higher inflation 09:13- Rotation out of Energy into Miners

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Replacement Migration Was Part of the Plan * Canada Exports More Gold to China Than Anything Else * US Imports of Swiss Gold Surge 51 Tons in July * Jackson Hole Final Breakdown * Gold and Silver Chart Comment Market Analysis: More in the Premium Post: Canada Exported 10x More Gold To China Than Stated More in the Premium P...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Goldman Sachs’ Gold Primer: Conviction Flows and Market Structure * Jackson hole cursory prep Market Analysis: As shown in the 1970s, conviction can propel gold far beyond conventional limits, reinforcing its role as a hedge against policy weakness and geopolitical risk. Full analysis in Premium Post: The Ultimate Gold-Mark...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * BOA Recaps Q2 Miners Earnings Season With Upgrades (and downgrades) * Time to Rethink Miners Market Analysis: Full analysis in Premium Post: BOA Mining Highlights With Upgrades (and downgrades) Related Posts: Coming Soon: Data on Deck: Housing/ Jackson Hole * MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG....

Good Morning recorded live early this morning. Some thoughts to share on upcoming content Bottom Line: Over the next three days, at least three reports will be broken down. There will be minimal other desk activity in order to focus on them, as there is a lot to read. Transcript Over the next three days, we have three special gold items to share. The first is a breakdown of an analysis by ANZ Bank...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * The End of Free-Market Capitalism * Nixon Remembered: The End For US Hegemony Market Analysis: Full analysis in Premium Post: Related Posts: Coming Soon: Data on Deck: Housing * MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG. 19 8:30 am Housing starts July * WEDNESDAY, AUG. 20 2:00 pm Minutes of July FOMC m...