GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Next Sunday Michael Oliver will drop by for some Technical talk

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 Quick Topics: * FX reserves China chart * Gold as FX reserves vs Gold as GDP * Position Update * Top Overnight News Goldman * Broadening concept * BBG Analysis comment * BBG Analysis early look * When it could end

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. We’re in discussions with sponsors now and are in talks for a syndication arrangement “The Gold reset is a process, not an event” Today * Discussion: China Sells More Treasuries for Gold * Premium: Why Goldman’s $3100 target is Low. Discussion: Why Goldman’s $3100 target is Low. Goldma...

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's New ATH On Goldman Target Raise to $3,100 * Premium: Breaking down the Goldman report Discussion: Gold's New ATH On Goldman Target Raise to $3,100 Goldman Sachs raised its gold price forecast for the end of 2025 to...

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: Not talking about Gold * Premium: BBG discusses Silver Discussion: Silver Repatriation Keep an eye on silver as it starts to pick up versus gold. The ratio between the two is historically low, leaving silver looking very c...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Podcast Premium and Free versions are identical “The Gold reset is a process, not an event” What is This: A podcast (with transcript) covering the last 72 hours events for those who either wish to know more or wish context to handicap what happens next. You are encouraged to share this...

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 afternoon. Hartnett’s Weekly report is presented 2 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, Enjoy. The report is focused on Ukraine peace talks and their potential effect on his B-I-...

Here is an analysis of the webinar: 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 public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe I just had a lengthy and highly productive phone call with President Vladimir Putin of Russia. We discussed Ukraine, the Middle East, Energy, Artificial Intelligence, the power of the Dollar, and various other subjects.- President Donald Trump Feb...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: SLIDES. Not pictured: MSA Silver slide CFTC Report Overview: Futures only: MARK UP: Gamma and Options Activity: MARK UP: OPEN INTEREST: DO NOT SHARE:

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: Off tomorrow. Enjoy Reports discussed are included at bottom. This will be available for Premium later in the week minus the reports SLIDES CFTC Report Overview: Futures only: MARK UP: Gamma and Options Activity: MARK UP: OPEN INTERES...

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: CITI Calls for $3400, Tariffs, GLD, and Hartnett * Premium: CITI , Hartnett, Tariffs, Bullion Panic Discussion: Metal Matters: Why gold’s bull market is based on physical fundamentals and is set to continue “Our forecasts...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 2 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, Enjoy. Themes: * Go BIG Now: He’s Buying BIG now, not later * Gold No Twin Peak + Historical Events = Bull Mkt * No Tariffs Now: Stocks and Oil told Trump t...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Premium video is at bottom today “I believe it's very important that you have free trade, but we don't have free trade right now." - 1987 Trump with Larry King “I believe very strongly in tariffs; America is being ripped off. We’re a debtor nation, and we have to tax, we have to tariff...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 2 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, Enjoy. **Note: 17:55 to 19:10- technical dificulties. No content was lost.** Hartnett: DeepPeak Scores on the Doors: crypto 7.8%, gold 7.1%, stocks 3.8%, co...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com “What is it that is has spooked the world's savviest investors to suddenly park as much as gold in vaults some 100 feet below Manhattan as they did when the world [re: Stockpiling during Covid] was ending?” -ZeroHedge Gold and silver are being pulled into New York for reasons beyond tariffs. Months ago and most r...

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 LBMA Doesn’t Have the Gold or Silver * Premium: BNP Buys the Gold Discussion: London Doesn’t Have the Gold From: NEWS: The LBMA Scramble for Gold is Real London’s bullion market is under pressure as traders rush to bor...

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: Is Microstrategy a Ponzi scheme? * Premium: Weekly: Gold’s Path Gets More Certain Discussion: Is Microstrategy a Ponzi scheme? MicroStrategy (MSTR) owns a small software business but primarily focuses on buying Bitcoin. In...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Key time Stamps: * 0:00- Intro * 11:02- Gold in context of Hartnett’s “Twin peaks” concept * 26:20- Ten Themes for...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com TL/DR * Trump’s Economic Reality : While the plan is ambitious, political constraints and market dynamics suggest compromises are inevitable. * Weak Dollar is Central : If tariffs cannot be implemented, a weaker dollar becomes the primary tool for achieving Trump’s growth agenda. * Market Implications : Investors...

Market Rundown | Michel Oliver on Silver 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: Good Morning. “The Gold reset is a process, not an event” Today * Discussion: Goldman’s Mystery Buyer Update * Premium: Gold Pattern potential Discussion: Goldman’s Mystery Buyer Update While we know much of this from our previous coverage of Goldman’s reports, why bring it up again now to their ins...

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’s Inauguration * Premium: Goldman’s Tariff-Tone Comment Discussion: Trump’s Inauguration * National Security: Border Emergency and Immigration Crackdown * Market Reaction: Initial Optimism Meets Rapid Recalibration *...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Geopolitics and Trading Algos Special Guest TraderSumo Discussion Intro: This discussion and Q &A between Sumo, VBL, and the GoldFix participants. “TraderSumo” joins GoldFix Founders group for a discussion on Geopolitics and Technical trading using algorithmic systems including Polytren...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. *Morning market Discussion will return tomorrow* This is an excerpt of our first walkthrough and initial comment of the BOA Silver report written up in Silver EFPs: The Canary in the Mine 2 days later Thank you Bonus: BOA High conviction ideas for 2025