GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon **No Founders Discussion This Sunday due to personal commitments** Key Topics: 0:00- Housekeeping: 2:15- Hartnett 30:02- No Sign or EU dumping of stocks or bonds 33:36- CTA Commentary **39:57- Stocks: MM Gamma argues for a Rally *** 41:09- Gold: China Shanghai selling decoded ***55:00...

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 Dives On Record Chinese Holiday Liquidations * Discussion 2: Macro Traders Begin to Short Gold, Cover Silver Analysis: China Steps Back, Sells 1million Ounces Overnight, Macro Traders Step In Yesterday marked the fir...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Read the report below and/or watch the video. * Please listen to video intro— Pull back risk, next week, and more Video Contents: * Housekeeping * Quant: 3 Reasons for a Gold Pullback * About the video

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon Please excuse the allergy season symptoms “ We remain H1 buyers of dips in bonds, international & gold, sellers of SPX/US$ rallies…” Hartnett’s Key Points: * BiG and Sell SPX until one of several things happen * Those “things”- Trump/Fed/Consumer/5690 in Spoos * Dollar Decline- All se...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. **Full report breakdown and analysis for Premium subscribers later this week** Today * Discussion: JP Morgan Joins $4,000 Gold Club * Discussion2: Market Risks News and Analysis: JPM: $4,000 is coming: the How and Why JP Morgan has officially added its name to the growing list of insti...

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: $3,400 Gold and The Widening Gyre * Discussion 2: Howard Marks Asks Why? Analysis: Gold’s Widening Gyre Turning and turning in the widening gyre The falcon cannot hear the falconer; Things fall apart; the centre cannot hold;...

What is this: Upon seeing Comex OI make new lows as Gold made new highs with China activity surging ( domestically as well as in Shanghai) serve as an important signpost on the path to Comex pricing’s diminishing importance, and with it, Global dedollarization accelerating. The Bottom Line: Gold’s new highs now and going forward will come at direct injury to Bullion Banks, the Comex franchise, and...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Includes voice note giving context on this report, its institutional effect, and China as the Bank’s focus

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: $3,300 * Premium: The Beginning of Panic Analysis: Gold’s surge through $3,300 per ounce this morning and into record territory marks a break from the speculative spikes of the past. Unlike the 1980 rally—which faded with geopo...

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: Goldman Re-Raises to $3,700 with Views on $4,500 * Premium: The USA:Goes From World Leader to Ripe for Looting Analysis: Goldman Re-Raises to $3,700 with Views of $4,500 Goldman Sachs has upgraded its 2025 year-end gold forec...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com A walk-through of the attached chart. Current events, China/US history, and why they show (as in 2016 and 2023) and when they minimize public (2025) purchases

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Well attended. Biggest attendence since inception. Thank you Main Topics * Week’s Activity- Tariff context, fishook to potential * Extended Q&A- miners etc etc * CFTC analysis- the smart fund money and banks “knew” * **Why China's Insurance "Pilot" Plan is a Mandate around 87 minute mark * article discussed furth...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Key Moments: 0:00- Welcome/ intro 6:30- Why Trump’s Plan under pressure now: Bonds, Tariffs, Polling 16:30- Report Starts 28:58- Main Discussion- see Report Main Ideas 43:28- Gold Commentary Hartnett: US Exceptionalism to US Repudiation “Both bond market and electoral base now pressi...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. We’ve unlocked the premium portion of today’s video.. “ The goals (of Trump) will remain unchanged, the routes will have to be adjusted. ” Today * Discussion: China's Strategic Shift * Premium: Gold’s Logical Destination Analysis: China's Strategic Shift *CHINA:NO LONGER MAKES ECONOMIC...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: Global Repatriation: Like a Natural Disaster Response * Premium: USD close to another confidence crisis Analysis: Earthquake USD close to another confidence crisis The S&P 500 closed down below 5,000 for the first time in almost a year...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: DB Raises Target to $3,350 on "Risks to USD Reserve Status" * Premium: Stocks in Denial and Grasping for Optionality Analysis: DB Gets Back Into Gold, Raises Target to $3,350 Deutsche Bank is raising its price target in the midst of cur...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Topics: * The Week’s Price Action * Gold Squeeze Aborted * How did it Happen? * Last Week’s Player Action Post Mortem * Outlook Day 1- unchanged doji, OI dn 3.3k, Day 2- trend day higher, up 4.5k Day 3 + 4 - trend day higher- short covering- shorts got squeezed, curb trading Day 5- normal variation lower- short c...

Housekeeping: Good afternoon. This audio note builds on themes discussed here before. Podcast: The Economic Reset Underway Deglobalization, trade deficit reduction, swapping economic engines, multipolarity versus a global reserve currency, the death of Fiat as a consequence of the death of trust between nations et cetera. Considering the world is at a crossroads right now digesting trade restraint...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Report’s Main Ideas: * Hartnett Title: Trump policy continues to be supportive of base wishes and negative for Wall street (classic corporatist ) * What makes this selloff continue * What makes this selloff end * He’s not buying a dip yet * Reiterates BIG but says SELL the “i” right...

Rough day in the markets. We will have a recap for you and some analysis around 5 PM. Between now and then this may interest you. Tucker Carlson interviewed Secretary of Treasury Scott Bessent. The interview was just released. Many topics were discussed. Here is that full interview: (0:00) Trump’s Tariff Plan (5:42) The Current State of the Stock Market (8:22) Will Americans See Substantial Tax Cu...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: Germany’s Trust of US as Custodian Is Under Review * Premium: Liberation Day is Upon Us Analysis: Germany’s Trust of US as Custodian Is Under Review Germany maintains the second-largest national gold reserve globally—behind only the Uni...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “ All Gold is monetary Gold ” Today * Discussion: Someone Wants the Gold in a Big Way * Premium: Someone Wants the Gold in a Big Way- Here's Why Analysis: Fresh All Time High and Quarterly Close Gold closed the quarter high—March 31st—at all-time highs , which is an indication that mor...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. **GoldFix will be raising subscription prices for new subscribers very soon. All prior subscribers will be locked in for life at prices they signed up** “ All Gold is monetary Gold ” Today * Discussion: There is More to This Gold Rally * Premium: ING Analysis: Silver Squeeze India MSA...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Report’s Main Ideas: * Everything is telling him ROW fiscal spending replaces US spending— which means: USD weaker, Gold higher, Int’l stocks up, Int’l bonds down, US Bonds up * We Say: ROW is onshoring payment-chains ; and that Supply/Payment Chains are 2 sides of same coin thus— wo...