GoldFix

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...

If you’re interested in this topic, it is quite miscellaneous, but it gives an idea of the state of our legacy media as well as authenticity in public figures. Listen to the brief podcast to see the whole picture tied together. After you do that, the visual attachments underneath will make more sense. Either way, as humor, as commentary on the idiocy in our mainstream media, or as suicidal comment...

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 ” Today * Discussion: Is Janet Yellen a Hack(er)? * Premium: Retail Gold, Silver, and Copper Positioning Discussion: Chinese Hackers Breach U.S. Treasury T he U.S. Treasury Department disclosed a signif...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Some profanity this week CLIP: Tracking Hartnett's Bear Scenario If Stocks Selloff: Stocks/ Dollar/ Bonds/Gold Interplay Main Video Noteworthy Timestamps: 23:00- Michael Oliver DX comments 65:25- recapping and recalibrating post Election expectations- 81:02- gives a special comment o...

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: Impact of China Tariffs * Premium: Goldman’s Desk Assess China Tariff impact Discussion: Impact of China Tariffs Q: What Parts of the US Economy Are Most Sensitive to Tariffs on China? Goldman expects a second Trump admini...

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: A Special Christmas Message From President Donald Trump * Premium: WGC and MUFG on Gold, Crypto outlook Citi, special holiday reading Discussion: A Special Christmas Message From President Donald Trump Merry Christmas to a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Merry Christmas, Happy Hanukkah and a Happy New Year to Everyone! Holiday Schedule: For the holidays we will forward what we come across (research, news etc) pertinent to all our interests without analysis. The Morning Rundown will occur intermittently during that time. “The Gold reset is a process,...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. This post is presented in written and duplicated in podcast form. Enjoy in your preferred format. Preparing for Trump | A Mercantilism Checkpoint “Mexico needs to produce more than it consumes” -Mexican Finance Minister Ramírez What is This? * A guide for contextualizing Donald Trump’s...

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: Stocks, Silver, Gold, Fed * Premium: ING on Mining, MS on Fed Policy Discussion: Metals – Indonesia’s mining cuts Indonesia is considering implementing deep cuts to the nickel mining quota primarily to support the falling...

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: FOMC Day * Premium: Rabo “Slowdown” Discussion: Hawkish Cut Goldman’s Take: “The FOMC is likely to lower the target range for the fed funds rate by 25bp to 4.25-4.5% on Wednesday. We expect the main message of the December...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Outline: 1. Introduction and Context * Market Sentiment: * Not bullish or bearish but neutral amidst changing behaviors. * Bullion banks are active again, joined by producers selling. 2. Key Topics for Analysis * Short Squeeze from Trump Tariff Rumors: * Market dismissed the alleged short squeeze as unfounded. *...

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. "Treasury price action this week suddenly ‘cut, then cut, then inflation'." - M. Hartnett TL/DR * Mar...

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: Entrenched inflation and WGC 2025 * Premium: WGC 2025 Gold Outlook Discussion: WGC Gold Outlook 2025 The World Gold Council predicts a range-bound but resilient performance for gold in 2025, contingent on four key drivers:...

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 and Silver EFP leads to mini Comex Squeeze (Chat GPT Hates Silver) * Premium: ING Commodity Outlook 2025 Discussion: Exposing Chat GPT Anti-Silver Bias ING: Commodities Outlook 2025 For metals, we believe gold will hi...

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/MUFG Commodity 2025 * Premium: MUFG Commodity 2025 Discussion: MUFG Commodity 2025 * Headline CPI is expected to rise by 0.3% in November * Core CPI is expected to rise 0 3% M/M and 3.3% Y/Y * The market and one promin...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Executive Summary: This Sunday’s Discussion is rather lengthy covering multiple topics that have Gold’s market structure in common. It’s really 3 discussions from the excellent questions asked The discussion revolves around the dynamic relationship between gold and the U.S. dollar, particularly focusing on how se...

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: Special Founders content announcement starts 22:25

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. — RBC chart analysis and CME discussion starts 13:26 “The Gold reset is a process, not an event” Today * Discussion: RBC Deferred Dilemma * Premium: What CME 1 Ounce Gold Futures Imply, RBC Chart Analysis Discussion: RBC Deferred Dilemma RBC Excerpt On Gold After the post-election week...

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: It's All About Bitcoin Today * Premium: Bitcoin Destination $200,000? Discussion: First, given that gold’s above-ground market value is $19 trillion, the majority, around $17 trillion comes from the network of holders wh...

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: What Must Trump Do To Succeed? * Premium: TSLombard’s Steven Blitz on how interest expense is a problem Discussion: What Must Trump Do To Succeed? TL/DR * Persistent deficits short circuit capital investment cycles and kil...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com We believe gold (buy on any weakness