GoldFix

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: The Last Time Gold Did This… * Premium: Daily Financial News Analysis: The Last Tim...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: J.P. Morgan Upgrades Mining Sector on China Stimulus and Copper Upside * Premium: GS on Copper Analysis: J.P. Morgan Upgrades Mining Sector J.P. Morgan has shifted its stance on the mining and metals sector, upgrading it f...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Timestamps * 0:00-Context * 2:07- Essay start The World Gold Council (WGC) is tasked with being the responsible representative for the gold industry. However, the industry is not dominated by the producers of gold, nor by the end users, but rather by the intermediaries who operate between production and consumpti...

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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Short report. Most of Hartnett’s work this week was in his monthly GFMS chart book, excerpts of which are included as well in a 2 for 1 post. Report’s Main Ideas: Vulnerability Title: Market not taking tariffs/trade war seriously, may change April 2,; wealth-effect on spending, fisca...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: The Trump-Powell Accord * Premium: Gold Exotic Option Primer— The Casino is Open. Analysis: The Trump-Powell Accord * Trump to Powell: Lower rates and inflation wont be a problem, I’ll get oil prices lower * Trump to OPEC:...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: "There are increasing risks of a [silver] short-squeeze" * Premium: DailyNews Discussion: Fed Day. Qt or not Qt? That is the question As the Federal Reserve's two-day interest-rate-setting meeting concludes, the central ba...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: BOA on Miners * Premium: BOA excerpt/ Financial News Discussion: BOA's Latest Report Reveals Massive Shift Report covers: * Net asset value, reserves and resources * Price to Net Asset Value (P/NAV) for North American Gold...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Sunday 2pm Ben K Joins the GoldFix Founders Discussion for Energy Update here . Report’s Main Ideas : Title: Trump may actually mean it; Hartnett’s BIG Idea restated and refined; What drives Gold from here; Correction vs Bear Collapse. (random notes) Key Moments: * 2:09- Begin Report...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Sunday GoldFix will host Michael Oliver to discuss Silver, Gold, Stocks, Bonds, and the current events with a live Q&A. “The Gold reset is a process, not an event” Today * Discussion: Gold tops $3,000/oz for the first time * Premium: Where it can go next Discussion: Gold tops $3,000/oz...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: UBS and Cap /Trade Markets * Premium: UBS Buys The Dip in Silver, Copper, Oil Discussion: UBS Buys The Dip in Silver, Copper, Oil The steady rise in commodity prices from the start of the year has come to an abrupt halt. G...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: UBS Upgrades Platinum to $1,100 by Mid Year * Premium: UBS on PL, Pa Discussion: UBS Upgrades Platinum to $1,100 by Mid Year • Platinum was undersupplied by nearly 1mn ounces in 2024, but large above-ground inventories lik...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com All gold is monetary Gold. Labeling gold as non-monetary gold just because it's in a 24-carat ring? That's the accounting trick, hiding the value of gold in non-monetary gold. JPMorgan says we’re frontloading something. So what are we front-loading with all these “non-monetary” gold purchases? We're front-loading...

Housekeeping: Good afternoon. Here is Part 2 of the GoldFix discussion with Eric Yeung and Dave Kranzler as hosted by Vince Lanci Dave, Eric, and Vince Discuss Metals, Miners, and More In Part 1 of this two part discussion (link at bottom) focus was on US Gold deliveries and Fort Knox conjecture as it tied London and Comex together along with China. Part 2— After a discussion about the GLD situati...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Look for part 2 of the Dave Kranzler/ Eric Yeung interview on GoldFix later today “I told you, man, I told you,..but you wouldn't listen, well, you stupid f—, look at you now.” —A. Montana,Arbitrage Today * Discussion: UBS Likes The Silver… * Premium: More Than They Admit. Discussion:...

Housekeeping: Good afternoon. Here is Part 1 of the GoldFix discussion with Eric Yeung and Dave Kranzler as hosted by Vince Lanci Dave, Eric and Vince Discuss Metals, Miners, and More Topics Part 1: * Current Situation in Gold Deliveries: * Differentiation between "Delivery" vs "Possession": * Gold Movements and Repatriation: * COMEX & LBMA Relationship and "EFP": * Underlying Reason for U.S. Gold...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Good morning. As promised this is the Michael Oliver interview. Since recording this on Sunday at approximately 3:00 PM gold has rallied $35 for Monday and thus far an additional $30 for Tuesday morning please enjoy this -VBL [L]ooking out to, let's say, Tuesday or Wednesday. If you get gold even back up toward $...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: Woman Loses Gold, Silver in Fedex Accident * Premium: Institutions Place Big Bets for $3500 Discussion: Institutions Place Big Bets for $3500 * Institutional clients are buying binary or digital style options for the secon...

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 Evening Michael Oliver Joined the Founders group to talk markets. Here is an early unpolished look. Finished/polished version will be sent out during the week * CFTC Discussion * Michael Oliver Interview * Q&A ***IF YOU ARE SERIO...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. ***Sunday 2pm Michael Oliver Joins the GoldFix Founders Discussion to talk Gold, Silver, Stocks and more. Link here . *** The report is focused on: * Client pushback to Hartnett’s B-I-G play * Clients think Trumps deficit reduction plan buckles in stock selloff.. hence they stay long...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Sunday GoldFix will host Michael Oliver to discuss Silver, Gold, Stocks, Bonds, and the current events with a live Q&A. “The Gold reset is a process, not an event” Today * Discussion: The Wildebeest are Back * Premium: Metals CTA discussion- Starts 19:10 Discussion: The Wildebeest are...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: Gold Funds Take Profits as Banks Absorb Losses * Premium: Capitulation or not? Discussion: Funds Take Profits as Banks Absorb Losses Funds are unwinding positions from a position of strength, taking profits while banks ste...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon This min-podcast breaks down a timely Feb 25th bank trading-desk’s analysis covering current Gold market activity for institutions. Video includes charts and full analysis..

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: Trump Upgrades Green Cards to Gold * Premium: NVDA and The Day Ahead Discussion: Trump to Sell Gold Cards US President Trump said will begin a program to sell 'Trump gold cards' for USD 5mln for foreigners who want to come...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Michael Oliver Interview Sunday 2pm. Title piece in premium “ After this war is over, “money” will never be the same again… - Zoltan Pozsar 2022 Today * Discussion: Miners Good Bad and Not so Ugly * Premium: Mar-a-lago commentary Discussion: Miners Good Bad and Not so Ugly RBC Mining U...