GoldFix

Good morning. Over the last two weeks, Luke Gromen has been talking about how the gold market, the price of gold, could be used to facilitate or offset our debt and at the same time make peace in the trade wars with China. We agree fully with him and we’d like to offer some insight into how the mechanics of that could be happening right now, how the plumbing for that could be being built right now...

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, Oct. 19 * 10:00 AMNAHB Housing Market IndexOct.-3132 Tuesday, Oct. 20 * 8:30 AMHousing StartsSep-1.3M1.3M * 10:00 AMPending Home Sales Idx, M/M%Sep--0.3%0.3% Wednesday, Oct. 21 * No events scheduled Thursday, Oct. 22 * 8:30 AMWeek...

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, PPI Monday, Oct. 12 * No events scheduled Tuesday, Oct. 13 * 6:00 AMNFIB Index of Small Business OptimismSep--98.7 * 10:00 AMExisting Home SalesSep-4.0M4.0M * 2:00 PMMonthly Treasury BalanceSep---167B Wednesday, Oct. 14 * 8:30 AMCPIS...

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, PPI Monday, Oct. 12 * No events scheduled Tuesday, Oct. 13 * 6:00 AMNFIB Index of Small Business OptimismSep--98.7 * 10:00 AMExisting Home SalesSep-4.0M4.0M * 2:00 PMMonthly Treasury BalanceSep---167B Wednesday, Oct. 14 * 8:30 AMCPIS...

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, PPI Monday, Oct. 12 * No events scheduled Tuesday, Oct. 13 * 6:00 AMNFIB Index of Small Business OptimismSep--98.7 * 10:00 AMExisting Home SalesSep-4.0M4.0M * 2:00 PMMonthly Treasury BalanceSep---167B Wednesday, Oct. 14 * 8:30 AMCPIS...

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, PPI Monday, Oct. 12 * No events scheduled Tuesday, Oct. 13 * 6:00 AMNFIB Index of Small Business OptimismSep--98.7 * 10:00 AMExisting Home SalesSep-4.0M4.0M * 2:00 PMMonthly Treasury BalanceSep---167B Wednesday, Oct. 14 * 8:30 AMCPIS...

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, PPI Monday, Oct. 12 * No events scheduled Tuesday, Oct. 13 * 6:00 AMNFIB Index of Small Business OptimismSep--98.7 * 10:00 AMExisting Home SalesSep-4.0M4.0M * 2:00 PMMonthly Treasury BalanceSep---167B Wednesday, Oct. 14 * 8:30 AMCPIS...

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 ** NO FOUNDERS DISCUSSION TODAY ** Find attached a complete video walkthrough of this report as well as some commentary on both the ZH and TME analyses to complement the original report (which is) below. A written version will be released for Premi...

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 Minutes Monday, Oct. 5 * 9:45 AMUS Services PMISep--56.5 * 10:00 AMISM Report On Business Services PMISep--55.4 Tuesday, Oct. 6 * 8:30 AMU.S. Trade BalanceAug.---88.6B * 6:00 PMFRB Dallas President Lorie Logan participates in Global...

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 Minutes Monday, Oct. 5 * 9:45 AMUS Services PMISep--56.5 * 10:00 AMISM Report On Business Services PMISep--55.4 Tuesday, Oct. 6 * 8:30 AMU.S. Trade BalanceAug.---88.6B * 6:00 PMFRB Dallas President Lorie Logan participates in Global...

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 Minutes Monday, Oct. 5 * 9:45 AMUS Services PMISep--56.5 * 10:00 AMISM Report On Business Services PMISep--55.4 Tuesday, Oct. 6 * 8:30 AMU.S. Trade BalanceAug.---88.6B * 6:00 PMFRB Dallas President Lorie Logan participates in Global...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Title story at bottom of post Featured Analysis: In Other News: Data on Deck: FOMC Minutes Monday, Oct. 5 * 9:45 AMUS Services PMISep--56.5 * 10:00 AMISM Report On Business Services PMISep--55.4 Tuesday, Oct. 6 * 8:30 AMU.S. Trade BalanceAug.---88.6B * 6:00 PMFRB Dallas President Lorie...

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 Minutes Monday, Oct. 5 * 9:45 AMUS Services PMISep--56.5 * 10:00 AMISM Report On Business Services PMISep--55.4 Tuesday, Oct. 6 * 8:30 AMU.S. Trade BalanceAug.---88.6B * 6:00 PMFRB Dallas President Lorie Logan participates in Global P...

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: Bond comment WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS? Some charts by Founder Randy Brown *...

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...