GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Unemployment, PCE Monday, Sep. 28 * none scheduled Tuesday, Sep. 29 * 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5% * 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4 * 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Unemployment, PCE Monday, Sep. 28 * none scheduled Tuesday, Sep. 29 * 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5% * 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4 * 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Unemployment, PCE Monday, Sep. 28 * none scheduled Tuesday, Sep. 29 * 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5% * 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4 * 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Unemployment, PCE Monday, Sep. 28 * none scheduled Tuesday, Sep. 29 * 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5% * 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4 * 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Unemployment, PCE Monday, Sep. 28 * none scheduled Tuesday, Sep. 29 * 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5% * 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4 * 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2...

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 Founders Housekeeping: Due to spotty connectivity No Founders discussion today Canada is proposing a permanent 100% first-year write-off for much of miners’ capital spending, and GoldFix sees the same capex incentive that helped ignite America’s AI...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Monday, Sep. 21 * No events scheduled Tuesday, Sep. 22 * 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore---- Wednesday, Sep. 23 * 9:45 AMUS Flash Manufacturing PMISep-53.553.2 * 9:45 AMUS...

Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Monday, Sep. 21 * No events scheduled Tuesday, Sep. 22 * 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore---- Wednesday, Sep. 23 * 9:45 AMUS Flash Manufacturing PMISep-53.553.2 * 9:45 AMUS Flash Services PMISep-55.956.8 Thursday, Sep. 24 * 8:30 AMWeekly Jobless ClaimsSept....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Monday, Sep. 21 * No events scheduled Tuesday, Sep. 22 * 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore---- Wednesday, Sep. 23 * 9:45 AMUS Flash Manufacturing PMISep-53.553.2 * 9:45 AMUS...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Monday, Sep. 21 * No events scheduled Tuesday, Sep. 22 * 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore---- Wednesday, Sep. 23 * 9:45 AMUS Flash Manufacturing PMISep-53.553.2 * 9:45 AMUS...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Monday, Sep. 21 * No events scheduled Tuesday, Sep. 22 * 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore---- Wednesday, Sep. 23 * 9:45 AMUS Flash Manufacturing PMISep-53.553.2 * 9:45 AMUS...

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 * WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS? * WHAT DID EACH COHORT DO THIS WEEK? * WHAT DID OPEN INTEREST DO? * Personal: silver macro idea WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS? Some charts by Founder Randy Bro...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com In this week's GoldFix Competent Investor interview, Tom Bodrovics sits down with Rick Rule. Rule argues a dollar that buys less is inevitable: with $40 trillion of on-balance-sheet debt and $120 trillion in off-balance-sheet liabilities, Washington will inflate rather than default, a replay of the 1970s. Physica...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Fed Decision Day Monday, Sep. 14 Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, Sep. 16 * 8:30 AMRetail SalesAug.-0.8%-0.6% * 8:30 AMImport PricesAug.--0.1%-0.4% * 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Fed Decision Day Monday, Sep. 14 Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, Sep. 16 * 8:30 AMRetail SalesAug.-0.8%-0.6% * 8:30 AMImport PricesAug.--0.1%-0.4% * 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Fed Decision Day Monday, Sep. 14 Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, Sep. 16 * 8:30 AMRetail SalesAug.-0.8%-0.6% * 8:30 AMImport PricesAug.--0.1%-0.4% * 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Fed Decision Day Monday, Sep. 14 No events scheduled Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, Sep. 16 * 8:30 AMRetail SalesAug.-0.8%-0.6% * 8:30 AMImport PricesAug.--0.1%-0.4% * 10:00 AMManufacturing & Trade:...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Fed Decision Day Monday, Sep. 14 No events scheduled Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, Sep. 16 * 8:30 AMRetail SalesAug.-0.8%-0.6% * 8:30 AMImport PricesAug.--0.1%-0.4% * 10:00 AMManufacturing & Trade:...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, SEPTEMBER 8 * 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8) * 3p Consumer Credit (Jul.) (prev 14.2B) WEDNESDAY, SEPTEMBER 9 * No major US releases THURSDAY, SEPT...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, SEPTEMBER 8 * 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8) * 3p Consumer Credit (Jul.) (prev 14.2B) WEDNESDAY, SEPTEMBER 9 * No major US releases THURSDAY, SEPT...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, SEPTEMBER 8 * 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8) * 3p Consumer Credit (Jul.) (prev 14.2B) WEDNESDAY, SEPTEMBER 9 * No major US releases THURSDAY, SEPT...

Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, SEPTEMBER 8 * 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8) * 3p Consumer Credit (Jul.) (prev 14.2B) WEDNESDAY, SEPTEMBER 9 * No major US releases THURSDAY, SEPTEMBER 10 * 8:30a Weekly Jobless Claims (Sept. 5) (prev 206K) * 8:30a PPI (Aug.) (prev...

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 * WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS? * WHAT DID EACH COHORT DO THIS WEEK? * WHAT DID OPEN INTEREST DO? * Personal: Macro fund world now WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS? Some charts by Founder Randy...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, SEPTEMBER 8 * 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8) * 3p Consumer Credit (Jul.) (prev 14.2B) WEDNESDAY, SEPTEMBER 9 * No major US releases THURSDAY, SEPT...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Please enjoy the latest interview by Tom Bodrovics in our GoldFix/Competent Investor series The Doomberg Interview with Tom Bodrovics Tom Bodrovics of the Competent Investor speaks with Doomberg about how the Ukraine war is reshaping global energy markets and raising the risk of another inflationary shock. Doombe...