GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Happy Father’s Day. Main Topics: * 0:00- Intro * 1:30- Start * 15:17- Main Section: read through of his notes juxtaposed with charts

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * UBS Gets Ready to Raise the Silver Roof Market Analysis: Silver has rallied 26% YTD, driven by demand for USD alternatives and cheaper precious metal exposure, UBS strategist and CIO reports. A breakout above $34.60/oz sparked fresh momentum interest, with E...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Trump’s China Deal * BOA Loves the Silver— Confirmed Market Analysis: BOA Loves the Silver Fundamentally Speaking: The Worst is Over Bank of America has raised its metals forecasts, calling for $40 silver and $4,000 gold by late 2025 or early 2026. While gol...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Silver Just Getting Started Market Analysis: Silver Just Getting Started Goldman’s Trading desk noted large Silver ETF flows late last week and offered their impressions of this latest leg higher in the Silver Rally. GoldFix broke that report down, the lates...

Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Gold Still Isn’t Money * Silver Chart Analysis Market Analysis: Gold Isn’t Money Gold is Tier1 capital as many now know. But many do not know that Gold, despite this new designation is still not considered money for liquidity purposes. This misplaced (ridiculous) designation persists despite recent evidence to the contrary. In our weekend pos...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Main Topics: * 0:00- Intro * 2:02- Begin * 19:47- Main Section: He’s staying Short USD by long Gold, Long Int’l Stocks Title Analysis: * 51:19- “If Ai Leads to UBI...” (continues in part 2 below)

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Comex is Dying ” Topic: * Doug Casey on Silver: Undervalued in a Monetary Crisis Market Analysis: We had the pleasure of reading a timely conversation Doug Casey had on Silver and broke out some interesting points he made. Doug echoes are own sentiment that while Gold is money, Silve...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com “If Trump cannot do things the right way, then the temptation to do things the easy way to fight another day and the rationalizations that come along with it will begin. And that means bubbles. Weaker US dollar faster. Trade deals cut with sugar highs for us. Not meaningful long-term benefits. Mortgage the future...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Intro: Breaking the Seal The Precious Metals and Energy analysts at Goldman Sachs Daan Struyven, Lina Thomas, Samantha Dart have overtly taken a step to recommend replacing a portion of Bonds in the rules governing the 60/40 (Stock/Bond) portfolio mix. This is neither a short term trade idea, nor is it one of tho...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ The reset is a process, not an event ” Topic: * Bullion Bank Says Gold over Bonds for Next 5 Years Analysis: Gold over Bonds for Next 5 Years Following the failure of U.S. bonds to hedge equity downside and rising borrowing costs, Goldman Sachs notes investors are reevaluating long-t...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ Be First, Be Better, or Cheat ” Topic: * Gold Dips, Silver Rips as Court Blocks Trump Tariffs * Bridgewater Discovers Mercantilism Market Analysis: Court Blocks Trump Tariffs A federal court ruling has blocked most of the Trump administration’s recent tariff hikes, declaring the use...

Housekeeping: Good Morning. “ Be First, Be Better, or Cheat ” Topic: * Don't Get Shaken Out Market Analysis: Don't Get Shaken Out The UBS Gold House View: UBS- China's imports of gold exceeded 127 metric tons in April, the highest in nearly a year and up 73% month-over-month. This came after Beijing allocated fresh quotas to commercial banks last month. Meanwhile, Purchase limits have tightened on...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: There were several new Founders and many excellent questions. As a result, this is one of the better market structure behavioral explanations on how markets actually worrk. A Template is given to identify how every market is made and how mercantilist behavior creates all markets. Good morning. Sunda...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Content: * Gold Fishhook, Silver Breakout , Bitcoin Potential * Hartnett Walkthrough with GoldFix notations * Bonus: Dog training clip

Housekeeping: We have several posts in the cue on the BRICS Summit. This one is a summary of their agenda as it pertains to next steps towards Gold as a tool of dedollarization and with it internationalizing Yuan use. China’s Strategy: Brics Global Vault Network * Saudi Vault: The Core of the Network * Southeast Asia Vaults: A Regional Gold Corridor * Africa Vaults: Expansion and Integration * IMF...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: We have 3 more posts to publish for the holiday weekend. Look for those tomorrow on: the Brics 2025 Plans for gold, Trump’s budget means a weaker USD, and more China Bid Reasserts Control in Gold, Signals Shanghai Resilience Two weeks ago an explanation was given as to who bought the dip in Gold as...

Housekeeping: Good Morning. “ The reset is a process, not an event. ” Today * Topic : Shanghai Wins Again Market Analysis: Comex Capitulation After dipping to just above $3,100 late last week, gold has mounted a sharp rebound. As of Tuesday evening, it was trading back at $3,300—reclaiming the same level where it ended April. There’s a reason for the recovery as cataloged here days prior. In a not...

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This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. The Petrodollar 2.0 evolution discussed here at length was aptly named by James Rickards. This is an econ-masterclass. Vince has a doctorate in making academic concepts accessible and visceral….the most complete understanding of this stuff I’ve ever heard. If you know someone younger...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ The reset is a process, not an event. ” Today * Discussion 1: Trump’s Riyadh Accord * Discussion 2: What it Means * Premium: Comex Deathwatch in Charts Analysis: Trump's Riyadh Accord In Riyadh, the United States and Saudi Arabia finalized what is being described as the largest defen...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ The reset is a process, not an event. ” Today * Discussion 1: MS Calls The Top for Now * Discussion 2: China Gold Positioning..Early Signs of stability Analysis: Morgan Stanley Argues for Trading Range After touching $3500/oz intra-day in late April (a $500/oz rise in about 9 busines...

Good morning. out of pocket today….. Important Weekend Update. Good Luck 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: There will be no Morning Rundown or AM posts tomorrow. Good Evening. Find attached this afternoon’s Founders Discussion for Gold. THIS IS INSTITUTIONAL RESEARCH The main topic was a recent Gold Options analysis and trade idea written by Goldman Sachs for their institutional clientele. * We painstaki...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Hartnett’s report was particularly irksome this week. Thus, we decided to “roast” him Johnny Carson style in the Main Section recording. The jokes can also be found in the attached document Key Moments: 0:00- Welcome/ Johnny Carson Context 1:22- Walkthrough starts 10:08- Main Section...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ The reset is a process, not an event. ” Today * Discussion 1: Gold Soars $145 in 48 hours as China Takes Charge * Discussion 2: Goldman: Gold to Continue Outglittering Silver * Price Action decoded Analysis: Goldman: Gold to Continue Outglittering Silver We believe this is an attract...