GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Another extremely light report from BOA this week. The standouts are: Credit as Stock Crusher, Gold remains darling, Adds to Bonds [Only] a major catalyst such as central-bank gold revaluation, U.S.–China détente, Russia–Ukraine détente, or an AI-driven spike in real rates — ends [Gold’s] bull run ....

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * Why “Central Banks Should Sell Gold” is Nonsense Market Analysis: Continues in the Premium post: Why “Central Banks Should Sell Gold” is Nonsense Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: CPI/PPI * MONDAY, Oct. 13 Columbus Day holiday, none scheduled * TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept. * WEDNESDAY,...

Sat down with Eric Yeung to discuss the most recent news surrounding the Silver that is headed allegedly to London SLIDES DISCUSSED FORMER EXEC TRADER FOR JPM ROBERT GOTTLIEB ERIC’S COMMENTARY LBMA Market Structure LONDON’S PROBLEM IN A GRAPH Follow Eric Yeung on X.COM This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.s...

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * MSA’s Eye-Popping Silver Observation * 5 Predictions Market Analysis: Continues in the Premium post: MSA’s Eye-Popping Silver Observation Related Posts: Popular Coming Soon/ Chat: Data on Deck: CPI/PPI * MONDAY, Oct. 13 Columbus Day holiday, none scheduled * TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept. * WEDNESDAY, Oct. 15...

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * Soc Gen Joins Team $5,000+ Club for Gold * China is Flexing on Trump Now Market Analysis: Continues in the Premium post: Soc Gen Joins Team $5,000+ Club for Gold Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: CPI/PPI * MONDAY, Oct. 13 Columbus Day holiday, none scheduled * TUESDAY, Oct. 14 6:00 am NFIB optimism index Sep...

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * ‘Higher Silver Prices But Harder to Get There’ Market Analysis: Continues in the Premium post:Goldman: ‘ Higher Silver Prices But Harder to Get There’ Related Posts: Coming Soon/ Chat: Data on Deck: CPI/PPI * MONDAY, Oct. 13 Columbus Day holiday, none scheduled * TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept. * WEDNESDAY, Oc...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Good Afternoon. Find attached Sunday’s Founders conversation which was well attended and discussed multiple topics on the precious metals: Here’s a very broad topical outline. (Search the transcript for keywords to get where you want) * Analyst reversal and Shanghai vs London pricing shift * Spot–futures mechanic...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Things are Happening Faster Now Topics: * Silver Squeezed: Planes Headed to London To Cover Shortfall * The Source of the Silver Problem Market Analysis: Continues in the Premium post: Silver Squeezed: Planes Headed to London To Cover Shortfall Related Posts: Coming Soon/ Chat: Data on...

Housekeeping: Good Morning. Things are Happening Faster Now “When I see a bubble forming, I rush in to buy, adding fuel to the fire. That is not irrational” Topics: * Gold Breaks $4,000 As Goldman Raises Roof to Almost $5,000 * Stagflation Risks Market Analysis: Continues in the Premium post: Gold Breaks $4,000 As Goldman Raises Roof to Almost $5,000 Related Posts: Coming Soon/ Chat: Data on Deck:...

Housekeeping: Good Morning. Things are Happening Faster Now “When I see a bubble forming, I rush in to buy, adding fuel to the fire. That is not irrational” Topics: * Bloomberg Asks: When Will Silver Top its Hunt Brothers High? * Gold Nears $4,000 as Political Turmoil and Dollar Strain Fuel ‘Debasement Trade’ * Goldman Re-raises Targets over 10% to $4,900. Market Analysis: Continues in the Premium...

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * Hong Kong: Gold Infrastructure as Bridge to China * What to Expect Now The US Gov’t is Shut down * ETFs are “Aggressors” Now, Outbidding Sovereigns Market Analysis: Continues in: What to Expect Now The US Gov’t is Shut down Continues in the Premium post: Bank: ETFs are “Aggressors” Now, Outbidding Sovereigns Related Posts: ICYMI...

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * 5 Weeks In for Gold * Gold Event calendar * Ghali’s “Silversqueeze You Can Buy Into” Revisited Market Analysis: Gold Chart and Calendar Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: Jobs * MONDAY, SEPT. 29 Pending home sales * TUESDAY, SEPT. 30 S&P Case-Shiller home price index (20 cities) * WEDNESDAY, OCT. 1 PMIs * THU...

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: Good Morning. “Silver is trading at a higher level than Gold’s price on US Government’s balance sheet.- Jordan Roy-Byrne Topics: * Gold Revaluation Game On * Silver Enters a New Price Reality * New Chat format Market Analysis: Continues in Premium: Silver Enters a New Price Reality Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: Jobs * MONDAY, SEPT. 29 Pending home sales * TUE...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good morning. ***NO-SUNDAY-DISCUSSION-DUE-TO-TRAVEL-PLANS.*** Main Points Discussed: (Translations footnoted like last week) * Fed might be considering less cuts after mkt performance * **While never readers/us to buy miners, interpreting Hartnett putting clients in them these past 6 months was the...

Housekeeping: Good Morning. Things are moving faster now Topics: * UBS: Raise Targets as Silver (Finally) Falls in Line * Margin Raise Comment Market Analysis: Continues in Premium: UBS: Raise Targets as Silver (Finally) Falls in Line Related Posts: ICYMI: “We now believe that the target [for gold] is probably closer to $4,200 with a possibility of going as high as $6,000 by the end of 2029.” - JP...

Housekeeping: Good Morning. Things are moving faster now Topics: * Gold is Overvalued Now, But This Ain’t 1979 by a Long Shot * **G7 May Use Price Floors and Hoarding to Spur Commodity Demand Market Analysis: Continues in Premium: **G7 May Use Price Floors and Hoarding to Spur Commodity Demand Full Analysis in the Premium post: Gold is Overvalued Now, But This Ain’t 1979 by a Long Shot Related Pos...

Housekeeping: Good Morning. Things are moving faster now Topics: * China Enters Central Bank Gold Storage Business * China is Going After The BiS Now Market Analysis: Full Analysis in the Premium post: China Enters Central Bank Gold Storage Business continues in: China is Going After The BiS Now Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: PCE * MONDAY, SEPT. 22 Fed speakers * TUESDAY, S...

Housekeeping: Good Morning. Things are moving faster now Topics: * Market Recap * Gold's Rally is Nothing Like the 1979 Blow-off * The US is Engineering a Bubble Market Analysis: Full Analysis in the Premium post: Gold's Rally is Nothing Like the 1979 Blow-off Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: PCE * MONDAY, SEPT. 22 Fed speakers * TUESDAY, SEPT. 23 PMI, Powell speaks * WEDNESD...

Housekeeping: Good Morning. Things are moving faster now Topics: * How High Could Gold Go? $6,600 Says Jefferies, $11,900 Says Money Supply Market Analysis: Full Analysis in the Premium post: Jefferies: Gold to Peak at $6,571 Why that might be low Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: PCE * MONDAY, SEPT. 22 Fed speakers * TUESDAY, SEPT. 23 PMI, Powell speaks * WEDNESDAY, SEPT. 24...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good morning. Founders CFTC discussion at 2pm today. Link will be emailed shortly.

Housekeeping: Good Morning. Gold to Average $4,000, Silver $45 in 2026 Things are moving faster now Topics: * India’s Silver Story Turning Heads Again Market Analysis: Full Analysis in the Premium post: **Special Silver Comments Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: Fed Day * MONDAY, SEPT. 15 8:30 am Empire State manufacturing survey * TUESDAY, SEPT. 16 8:30 am U.S. retail sales *...

Housekeeping: Good Morning. Things are moving faster now Topics: * Fed Day Recap * Gold Supplier Collapse Triggers Scandal in Shenzhen’s Shuibei Market * *Exclusive: Shuibei’s Scandal Explains LBMA Failure Market Analysis: Full Analysis in the Premium posts: * Gold Supplier Collapse Triggers Scandal in Shenzhen’s Shuibei Market * *Exclusive: Shuibei’s Scandal Explains LBMA Failure Related Posts: I...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Hong Kong Moves to Eliminate Dollar Use in Public Square * Fed Day Preview and the 3 R’s Market Analysis: Full Analysis in the Premium post: Hong Kong Moves to Eliminate Dollar Use in Public Square Related Posts: ICYMI: more on Hong Kong Coming Soon/ Chat: Data on Deck: Fed Day * MONDAY, SEPT. 15 8:30 am Empire State manufa...

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Goldman: Central Banks Will Be Buying Gold for Years * Not many People Think a 50bp cut is on the table Market Analysis: * Full analysis in Premium Post: Central Banks Will Be Buying Gold for Years * ZeroHedge X- Post on topic here . * Full analysis in Premium Post: **Bank: How BLS Jobs data is cooked. Related Posts: ICYMI:...