VBL

GoldFix

Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

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Autor

VBL

Kategoria

Business

Strona podcastu

vblgoldfix.substack.com

Ostatni odcinek

21 paź 2026

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Odcinki

Gold: Banks Get Bullish as Fidelity Doubles Exposure 25.08.2026

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, Aug. 24 * No events scheduled Tuesday, Aug. 25 * 9:00 AMS&P Cotality Case-Shiller Home Px IndexJun.--0.9% * 10:00 AMNew Home SalesJul.--628K * 10:00 AMConference Bd - Consumer ConfidenceAug.--90.8 Wednesday, Aug. 26 * 8:30 AMDurabl...

Hartnett: “Long gold remains the cleanest dollar debasement trade” 22.08.2026

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

Silver at $75.00 in Seventy-Five Days 21.08.2026

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: FOMC Monday, Aug. 17 * 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6 * 10:00 AMNAHB Housing Market IndexAug.-3334 Tuesday, Aug. 18 * 8:30 AMHousing StartsJul.-1.3M1.4M * 8:30 AMImport PricesJul.-0.1%0.3% * 9:15 AMIndustrial Productio...

Gold at $4500: “Not the Last Price Spike” 20.08.2026

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: FOMC Monday, Aug. 17 * 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6 * 10:00 AMNAHB Housing Market IndexAug.-3334 Tuesday, Aug. 18 * 8:30 AMHousing StartsJul.-1.3M1.4M * 8:30 AMImport PricesJul.-0.1%0.3% * 9:15 AMIndustrial Productio...

Breaking: US To Take Custody of Venezuela’s $4.3 Billion Gold 19.08.2026

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: FOMC Monday, Aug. 17 * 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6 * 10:00 AMNAHB Housing Market IndexAug.-3334 Tuesday, Aug. 18 * 8:30 AMHousing StartsJul.-1.3M1.4M * 8:30 AMImport PricesJul.-0.1%0.3% * 9:15 AMIndustrial Productio...

Why Gold Belongs in a Class of Its Own 18.08.2026

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: FOMC Monday, Aug. 17 * 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6 * 10:00 AMNAHB Housing Market IndexAug.-3334 Tuesday, Aug. 18 * 8:30 AMHousing StartsJul.-1.3M1.4M * 8:30 AMImport PricesJul.-0.1%0.3% * 9:15 AMIndustrial Productio...

Founders Sunday Discussion 17.08.2026

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: MSTrader and GSTrader at bottom on equities * WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS? * WHAT DID EACH COHORT DO THIS WEEK? * WHAT DID OPEN INTEREST DO? * Personal: still range bound WHO CONTROLLED DIRECTION AND WHO...

Silver's Bull Re-Engages Above $64.92 17.08.2026

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: FOMC Monday, Aug. 17 * 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6 * 10:00 AMNAHB Housing Market IndexAug.-3334 Tuesday, Aug. 18 * 8:30 AMHousing StartsJul.-1.3M1.4M * 8:30 AMImport PricesJul.-0.1%0.3% * 9:15 AMIndustrial Productio...

China Is Building a New Gold and Currency Order 14.08.2026

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, AUGUST 10 * 9:45a Cleveland Fed Inflation Expectations (prev 3.7%) * 3p FOMC Member Hammack Speaks TUESDAY, AUGUST 11 * 10a Existing Home Sales (prev 4.09M → est 4.05M) WEDNESDAY, AUGUST 12 * 8:30a Core CPI m/m (prev 0.0% → est...

Silver: Was That the Top (For Now)? 13.08.2026

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, AUGUST 10 * 9:45a Cleveland Fed Inflation Expectations (prev 3.7%) * 3p FOMC Member Hammack Speaks TUESDAY, AUGUST 11 * 10a Existing Home Sales (prev 4.09M → est 4.05M) WEDNESDAY, AUGUST 12 * 8:30a Core CPI m/m (prev 0.0% → est...

Gold Breaks $4400, Silver $66 With Inflation Expected to Cool 12.08.2026

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, AUGUST 10 * 9:45a Cleveland Fed Inflation Expectations (prev 3.7%) * 3p FOMC Member Hammack Speaks TUESDAY, AUGUST 11 * 10a Existing Home Sales (prev 4.09M → est 4.05M) WEDNESDAY, AUGUST 12 * 8:30a Core CPI m/m (prev 0.0% → est...

Silver Could Hit $68.72 and Gold $4,500 Next 11.08.2026

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, AUGUST 10 * 9:48a Cleveland Fed Inflation Expectations (prev 3.7%) * 3p FOMC Member Hammack Speaks TUESDAY, AUGUST 11 * 10a Existing Home Sales (prev 4.09M → est 4.05M) WEDNESDAY, AUGUST 12 * 8:30a Core CPI m/m (prev 0.0% → est...

Founders: Sunday CFTC Discussion 10.08.2026

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 piece covering this data:

China Leaves LBMA For Hong Kong 10.08.2026

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, AUG. 10 None scheduled TUESDAY, AUG. 11 * 6:00 am NFIB optimism index July 97.2 97.4 * 10:00 am Existing home sales July 4.01 million 4.09 million WEDNESDAY, AUG. 12 * 8:30 am Consumer price index July 0.1% -0.4% * 8:30 am CPI...

Silver up 5% as Physical Demand Triggers CTA Panic 07.08.2026

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 MONDAY, AUGUST 3 * 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8) * 10a ISM Manufacturing PMI (prev 53.3 → est 54.0) * 10a ISM Manufacturing Prices (prev 73.0 → est 70.0) * 10a Construction Spending m/m (prev 0.1% → est...

Recap: Gold Closes up $171; Up Another $20 Today 06.08.2026

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 MONDAY, AUGUST 3 * 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8) * 10a ISM Manufacturing PMI (prev 53.3 → est 54.0) * 10a ISM Manufacturing Prices (prev 73.0 → est 70.0) * 10a Construction Spending m/m (prev 0.1% → est...

Silver, Gold Breakout, Soar 2 to 4 % 05.08.2026

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 MONDAY, AUGUST 3 * 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8) * 10a ISM Manufacturing PMI (prev 53.3 → est 54.0) * 10a ISM Manufacturing Prices (prev 73.0 → est 70.0) * 10a Construction Spending m/m (prev 0.1% → est...

Bank: "Gold's Explosive Phase Intact" 04.08.2026

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 MONDAY, AUGUST 3 * 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8) * 10a ISM Manufacturing PMI (prev 53.3 → est 54.0) * 10a ISM Manufacturing Prices (prev 73.0 → est 70.0) * 10a Construction Spending m/m (prev 0.1% → est...

Gold Should Move Large if it Breaks These Levels 03.08.2026

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: Nonfarm Employment MONDAY, AUGUST 3 * 9:45 am S&P final U.S. manufacturing PMI July -- 53.9 * 10:00 am ISM manufacturing July 54.0% 53.3% * 10:00 am Construction spending June 0.3% 0.1% * TBA Auto sales July -- 16.5 million TUESDAY, AUGUST...

Tether Gold's Islamic IPO Arrives 31.07.2026

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: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%) * 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.5% → a...

Bonds, Gold Punish Warsh's Non-Hike 30.07.2026

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: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%) * 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.5% → a...

Will The Fed Hike and Dump Gold Today? 29.07.2026

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: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%) * 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.6%) *...

JPMorgan's Oil Warning 28.07.2026

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: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.5% → est 2.1%) * 8:30a Durable-goods minus transportation (June) (prev 1.3%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.6%) * 9a S&P Case-Shiller ho...

Gold Trader: "I Think It's Time to Start Nibbling" 27.07.2026

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: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.5% → est 2.1%) * 8:30a Durable-goods minus transportation (June) (prev 1.3%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.6%) * 9a S&P Case-Shiller ho...

Founders CFTC CoT Sunday Video 26.07.2026

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

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