GoldFix

Housekeeping: Good Morning. “Begun, the Mineral Wars have. Rebuild its gold supply chains, the West must.” Topics: * BRICS Aim to Starve The West of Gold * Coming Soon: A lot Market Analysis: Full analysis in Premium Post: BRICS Central Banks Cut LBMA Out Related Posts: Coming Soon All of this will be in premium subscribers mailboxes over the next 3 days… Data on Deck: CPI/ PPI * MONDAY, JULY 14 N...

Housekeeping: Good Morning. “ The reset is a process, not an event ” Topics: * Goldman Bull Case * CPI Prep Market Analysis: Full analysis in Premium Post: Goldman Reiterates $4,000 call on Persistent China buying Related Posts: Data on Deck: CPI/ PPI * MONDAY, JULY 14 None scheduled * TUESDAY, JULY 15 8:30 am Consumer price index * WEDNESDAY, JULY 16 8:30 am Producer price index * THURSDAY, JULY...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Silver as Ground Zero in the Global Mineral War Josh Phair, CEO Scottsdale Mint explains how important Silver is becoming in context of a broadening mineral war with China. (Full Vid unlocked) A Sudden Dislocation in the Silver Market July opened with an alarm bell. The Exchange for Physical (EFP) premium for sil...

Housekeeping: Good Morning. Transcription and subtitles are malfunctioning lately “ 25%Yellow Gold, 25% Black Gold, and 25% White Gold ” Topics: * Mercantilism By Any Means Necessary * Silver, Gold, Platinum, Palladium, Copper Market Analysis: Full analysis in Premium Post: Nations Protect Gold by Any Means Necessary Related Posts: Debt and denial are the reasons.. The next theme tied to rebuildin...

Housekeeping: Good Morning. “ 25%Yellow Gold, 25% Black Gold, and 25% White Gold ” Topics: * Why Gold is a Long, Long Way From a Top When to Sell Gold * Post Pandemic Student Loan Delinquency is Bad Market Analysis: Student debt accounts for 9 percent of total household liabilities, disproportionately affecting 30 to 59-year-olds. This cohort drives consumption. Credit deterioration here means wea...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topics: * Bullion Bank Hates the Gold, But Raises its Target * Trump's Copper Tariff Hike in Context (starts 5:15) Market Analysis: Despite geopolitical and fiscal tailwinds, HSBC says the $3,500/oz ceiling holds unless new shocks emerge. The revised forecast underscores a behavioral paradox: higher targets, yet a lower...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: An extemporaneous but well-studied take on the events leading up to Gold Stablecoins and the path forward from here. (Including opportunities and risks from a physical person’s POV) Starting off with a definitive history on how the Wall Street monster survives and thrives from the Nixon Gold default...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topics: * China Internet-Gold Ponzi * Gold-Backed Stablecoins are here Market Analysis: Full analysis in Premium Related Posts: Coming Soon Final market check Data on Deck: FOMC Minutes * MONDAY, JULY 7 None scheduled * TUESDAY, JULY 8 3:00 pm Consumer credit * WEDNESDAY, JULY 9 2:00 pm Minutes of Fed's May FOMC meeting...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topics: * Weekend News, Tariff Deadline * Surprise Uptick in May CB Gold Buying * Stablecoins as Future of Gold Market Analysis: Last Week/ This Week President Trump signed OBBB into law, while Elon Musk launched the "America Party" wit...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Introduction “Can’t cut spending, can’t cut defense, can’t cut debt, go big with tariffs, so only way they can pay for One Big Beautiful Bill is with One Big Beautiful Bubble.” Hartnett's note this week tells us nothing new. Likely the holiday kept him from saying more. Next week’s write up could be very elaborat...

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 Good morning. What is this? This is an extemporaneous podcast preview on the title topic made specifically for the Founders group in preparation for an in depth Premium analysis later this weekend. Why now? Given the events of the past year marking...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topic: * Silver's Base Held, Now its Ceiling Beckons Market Analysis: Silver: A Base Breaks but a Ceiling Beckons MSA says expect now to see major upside drama in price—likely widely taking out those ancient dual prior highs on either side of $50. And this next phase, now begun, we bet will do so by year’s end. -Michael...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topic: * Hating the 50 DMA * Pre-Holiday Loose Ends: News items to be aware of for the rest of the week Market Analysis: Now, completely ignoring my own advice… know that we are Long silver and doubled our position yesterday (Friday) in the hopes that macro discretionary would come in in the new quarter. Our time frame f...

Housekeeping: Good Morning. “ Strategy is just tactics on a longer timeline ” Topic: * Silver’s Highest Midyear Close Ever * Gold and Silver Rise as Fiscal and Liquidity Pressures Converge Market Analysis: * Full analysis in Premium Related Posts: Coming Soon: *TRUMP, ASKED ABOUT DEPORTING MUSK, SAYS HAVE TO TAKE A LOOK TRUMP: MUSK IS UPSET HE LOST THE EV MANDATE BUT 'HE COULD LOSE A LOT MORE THAN...

Housekeeping: Good Morning. “ Stategy is just tactics on a longer timeline ” Topic: * About Last Nights Bear-Attack Market Analysis: Tactical Comments A little play by play this morning as our personal concern is if this growing confidence in shortsselling is a permanent swoon in the works or will it morph into massive opportunity to buy. The Conclusion is: A Bear atttack is starting. China is sti...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Brics 2025 Summit Democratizes Gold Ownership Market Analysis: China is accelerating efforts to internationalize the yuan using gold as trusted collateral in global trade. The July BRICS Summit will highlight a shift from rhetoric to infrastructure, featuring a decentralized network of gold vaults built outside China and controlled locally. T...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Howard Marks on the Logic of Free Trade * Platinum's Turn Market Analysis: In a private letter to his fund investors this month, Howard Marks delivered a comprehensive critique of interventionist economic policy, emphasizing that efforts to override fundamental economic laws—such as supply and demand, incentives, and market pricing—tend to pr...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Gold and Silver Price Drivers for Rest of 2025. Market Analysis: Going forward, we believe macroeconomic data and Fed policy are seen as the most likely catalysts for the next leg higher in gold. A strong upside trigger will be required to break all-time highs for now. While that seems improbable in the short term, if we have learned nothing...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * German, Italian Gold Repatriation Cries Grow Louder * Tactical Gold Comments Market Analysis: Turns out this is now a growing risk to global bullion markets. Yesterday, the Financial Times reported that Germany and Italy are under mounting pressure to move their gold reserves—currently held in New York— back to Europe. While we do not expect...

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Gold and Oil in Wake of Iran Escalation Market Analysis: * Full analysis in Premium later today Related Posts: Coming Soon: Data on Deck: Powell and PCE * MONDAY, JUNE 23 10:00 am Existing home sales * TUESDAY, JUNE 24 10:00 am Fed Chair Powell testifies to House * WEDNESDAY, JUNE 25 10:00 am New home sales * THURSDAY, JUNE 26 10:00 am Pendin...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Citibank says it's bearish on gold. We suspect it’s talking to producers, not investors. Their past calls helped oil clients hedge before prices dropped. Now, signs point to gold miners selling forward into high prices. The public call may mask private flows. Watch producer activity. Pressure on gold could build....

Housekeeping: Good Morning. “ Comex is dying ” Topic: * Goldman Reiterates $4,00 Target, Counters Citi's Bear Call Market Analysis: In a note from Precious metals analysts Lina Thomas and Daan Struyven, (the same who most recently stated Gold and Oil are buys), Goldman underscores the structural underpinnings of gold demand, driven not by retail investors or speculative flows, but by central bank...

Housekeeping: Good Morning. “ The reset is a process, not an event ” Topic: * Citi Expects Gold To Crack $3,000, Industrials to Outperform Market Analysis: After a remarkable three-year rally, Citi is calling time on gold's bull market. In their latest commodities outlook, analysts project that an improving macroeconomic environment — fueled by fiscal and monetary stimulus — will shift capital out...

Housekeeping: Good Morning. “ The reset is a process, not an event ” Topic: * Silver Surge * Fed Day Market Analysis: Silver began its rally early in the European session, with buying pressure accelerating around 5 a.m. ET , shortly after the London market opened. Prices jumped from $36.54 to $37.16 in under an hour , ultimately hitting a high of $37.25 by midday before settling just below that at...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Use transcript and keyword search for each topic 1. Open Interest and Commitment of Traders (COT) Analysis * Initial discussion of silver and gold futures activity * Focus on open interest changes and trader sentiment * Setup of market context using COMEX data 2. Bollinger Bands and Technical Trading Strategies *...