GoldFix

Housekeeping: Good Morning. The reset is a process, not an event Topics: * 5 Crucial Observations by RBC on Gold Miners Market Analysis: Full analysis in Premium Post: RBC: Five Crucial Observations on Gold Miners Related Posts: Coming Soon: Data on Deck: Housing * MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG. 19 8:30 am Housing starts July * WEDNESDAY, AUG. 20 2:00 pm Minutes o...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: calls for increase in allocation to Gold and Crypto, why he is avoiding the bubble (and we add it might be too early), notes Jackson Hole as a potential bubble-popping process, remains secularly bearish energy (we pushback) and doubles down on Gold Revaluation as an eventuality. We agree TIME-STAMPS...

Housekeeping: Good Morning. “A practical reform would be to explore the role of the BiS in overseeing core elements of gold market infrastructure. Its neutrality, legal status under international law, and distance from market participants make it a strong candidate to oversee…” Topics: * FT Calls for BiS to "Oversee" LBMA Reform * Stock bubble may just be beginning Market Analysis: Full analysis i...

“If those idiots ever make an industrial commodity into money, we’ll bankrupt their nation in a heartbeat. I’ll personally oversee the new basket we create to do it.” -Head Trader GSCI, 1997 currency vs sov. Africa Set To Test Critical Minerals-Backed Currency By Darren Taylor via The Epoch Times Major countries and regional blocs in Africa are throwing their weight behind an ambitious plan to est...

Housekeeping: Good Morning. “The reset is a process, not an event” Topic: * CPI was Bad, Inflation Bakes in and The Fed Should Not Cut * Silver reinterprets CPI Market Analysis: Full analysis in Premium Post: CPI was Bad The Fed Should Not Cut Related Posts: Coming Soon: Data on Deck: CPI, PPI, Retail Sales * MONDAY, AUG. 11 None scheduled * TUESDAY, AUG. 12 CPI, Fed Speakers, Budget * WEDNESDAY,...

Housekeeping: Good Morning. “Government intervention only speeds up trend, it cannot reverse trend ” Topic: * More Gold Will Go to Asia Whether We Tariff or Not Market Analysis: We trust these near real-time pieces from the bank’s CIO office as consistently having two messages. * The facts and risks as they see them. * The meta-message if they are/are not reacting by changing price targets This on...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: We think this is one of the better ones ; Strong topics including vindication on Producer-selling (and why it matters), why China’s consumer is a patient monster, and Hartnett’s one-paragraph case for gold as the must-own asset of the decade. TIME-STAMPS 00:00- Intro 01:42- Gold Producer Activity 17...

Good Morning. 2 things. News, then fun News: ***BREAKING: THE TARIFFS ON SWISS GOLD FORMS ARE NOT AN ERROR ACCORDING TO US CUSTOMS. **U.S. CUSTOMS AND BORDER PROTECTION SERVICE: APPLICABLE SUBHEADING FOR THE GOLD KILO BULLION BAR AND 100 OZ BULLION BAR WILL BE 7108.13.5500 HS CODE * Implications: This was planned. its an aggressive tactic, and given we already repatriated a ton of Gold back you ca...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. ” Topic: **U.S. Tariff Shocks Gold Market, Sends New York Futures to Record Premium** Market Analysis: Full analysis in Premium Post: Tariff Shock Triggers Historic Gold Market Dislocation Related Posts: Coming Soon: The weekend, thank goodness… Data on Deck: Summer Lull * MONDAY, AUG. 4 Factory orders * TUESDAY, AUG. 5 PMI * WEDNESDAY, AU...

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: This is a special Founders mini-pod recorded at 6:03 AM in preparation for the days events. Essentially a pure bigger picture “first- take.” Topics discussed are outlined below. UBS Analysis will come at noon Main Topics * Swiss News—...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. ” Topics: * Shanghai Gold Warehouses Hit Record as Arbitrage Soars * Fed Discusses Gold revaluation * Switzerland Offers U.S. Its Gold Refining Industry in Tariff Talks * UBS Raises Physical Demand Significantly Market Analysis: Full analysis in Premium Post: Related Posts: Today at Noon: Email 12 noon today Bookmark link here Data on Deck...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Big thank you to the Founders group for contributing so much this evening in the form of trading ideas, inspirational questions, Option insights, and more. We’re bullish. Plus a couple extra things at bottom. * SC on Silver ( they dont like it) * Tiny excerpt from Michael Oliver on Silver’s monthly closes ( he li...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: TOPICS Measures Bubble Potential via History Shuffles Ideas Into Trade Types- Macro/MOMO/Misfit Bearish DX Backs off Oil instead of Gold.. back to Gold/Crypto Puts Bonds in "Misfit" spot TIME-STAMPS 00:59- Bubble Potential via History 16:15- Foreign Bond holders are buying US stocks now **22:57- Gol...

At the 2025 Cornerstone Forum hosted by Shaun Newman , Tom Bodrovics (full contact info below) of Palisades Radio delivers a call to action for personal responsibility across wealth, health, and freedom. He reflects on his awakening during the 2008 crisis, warns against fruitless conspiracy rabbit holes, and urges “high agency” living. Key themes include questioning narratives, preparing for uncer...

China Builds a Gold-Based Alternative to the Dollar System, Using Dollar Architecture China is moving its people and its government away from the U.S. dollar. Citizens are being encouraged to buy gold. At the same time, the state is building a new system for trade and finance that does not rely on dollars. These two tracks are designed to meet in the middle. The aim is to create a stable middle ba...

Housekeeping: Rethinking Value in an Engineered Economy 6am Friday. Good Morning Over the past several weeks, Michael Hartnett has revived his focus on bubbles. His recent work has coincided with my own growing interest in building a forward-looking investment plan. One centered around AI and minerals (specifically those tied to the coming cycle of industrial policy and manufacturing resurgence in...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Topic Time-Stamps (full outline and slides at bottom) * (0:00- 40:30) YCC Discussion * (40:30- End) Hartnett Report Walkthrough

Thank you very much. Good afternoon. At President Trump's direction and with the support and coordination with the House Intelligence Committee Chairman Rick Crawford, today we've released a declassified oversight majority staff report that was produced in September of 2020. The stunning revelations that we are releasing today should be of concern to every American. This is not about Democrats or...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com This is the kind of thing we like to bring up and discuss on Sundays. But it became useful today so here it is.

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * Man Posing as Fed Takes Delivery of $550,000 Gold Market Analysis: Full analysis in Premium Post: Man Posing as Fed Takes Delivery of $550,000 Gold Related Posts: Coming Soon We’ll let you know Data on Deck: Powell speaks * MONDAY, JULY 21 U.S. leading economic indicators * TUESDAY,...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * Standard Charter Talking Gold, And it is Bullish * Russia Launches Gold Contract, Takes on LBMA Benchmark Market Analysis: Full analysis in Premium Post: Standard Charter Talking Gold, And it is Bullish Full analysis in GoldFix Newswire : Russia Launches Gold Contract, Takes on LBMA...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Topics Time-Stamps (00:01:04) Bubble Logic Hartnett’s thesis (00:02:01) Trump-Powell: Historical parallels to Nixon-Burns. (00:03:01) Hartnett turns tactically bearish on both stocks and bonds (00:06:01) Gold, Crypto, and the “Anarchy Hedge” Trade (00:08:19) Bearish Bond Analysis using “measured mov...

Housekeeping: Good Morning. “Begun, the Mineral Wars have.” Topics: * Digital Gold Rush * What it does for Gold * Why it’s like 1986 * Epstein flip/flop/flip Market Analysis: The title of the report, “During a gold rush, sell shovels,” frames Bank of America’s investment thesis. The focus is not on which stablecoin will dominate, but on who enables stablecoin usage. Cited infrastructure beneficiar...

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * Special Platinum Report and Commentary * China’s Quiet Silver Supply-Chain Coup. (Timeline) Market Analysis: Full analysis in Premium Podcast: Special Platinum Report and Commentary Related Posts: Coming Soon All of this will be in premium subscribers mailboxes over the next 3 days…...

Bloomberg story, Zerohedge coverage, GoldFix analysis, and markets discussed. These came out as recording stopped, sadly as anticipated. Trump denies, redirects (India) and attacks Powell fresh *TRUMP: NOT TALKING ABOUT FIRING POWELL *TRUMP: I THINK JEROME POWELL IS ALREADY UNDER INVESTIGATION TRUMP: ANOTHER DEAL WITH INDIA COMING UP, MAYBE Trump: Powell spent more money than expected. Trump on Po...