GoldFix

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...

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...