GoldFix

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 and Silver EFP leads to mini Comex Squeeze (Chat GPT Hates Silver) * Premium: ING Commodity Outlook 2025 Discussion: Exposing Chat GPT Anti-Silver Bias ING: Commodities Outlook 2025 For metals, we believe gold will hi...

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: CPI/MUFG Commodity 2025 * Premium: MUFG Commodity 2025 Discussion: MUFG Commodity 2025 * Headline CPI is expected to rise by 0.3% in November * Core CPI is expected to rise 0 3% M/M and 3.3% Y/Y * The market and one promin...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Executive Summary: This Sunday’s Discussion is rather lengthy covering multiple topics that have Gold’s market structure in common. It’s really 3 discussions from the excellent questions asked The discussion revolves around the dynamic relationship between gold and the U.S. dollar, particularly focusing on how se...

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: Special Founders content announcement starts 22:25

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. — RBC chart analysis and CME discussion starts 13:26 “The Gold reset is a process, not an event” Today * Discussion: RBC Deferred Dilemma * Premium: What CME 1 Ounce Gold Futures Imply, RBC Chart Analysis Discussion: RBC Deferred Dilemma RBC Excerpt On Gold After the post-election week...

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: It's All About Bitcoin Today * Premium: Bitcoin Destination $200,000? Discussion: First, given that gold’s above-ground market value is $19 trillion, the majority, around $17 trillion comes from the network of holders wh...

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: What Must Trump Do To Succeed? * Premium: TSLombard’s Steven Blitz on how interest expense is a problem Discussion: What Must Trump Do To Succeed? TL/DR * Persistent deficits short circuit capital investment cycles and kil...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com We believe gold (buy on any weakness

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. We forecast outperformance of Bonds, International stocks and Gold vs US exceptionalism consensus. -Hartnett Key ti...

Housekeeping: Good Morning. — “The Gold reset is a process, not an event” Today * Discussion: Secret Gold Buyer Confirmed * Premium: Unlocked Secret Gold Buyer Discussion: 1- Secret Gold Buyer Confirmed In a post written for Monetary Metals titled: Chinese Central Bank Just Secretly Bought 60 Tonnes of Gold the author writes: The People’s Bank of China (PBoC) is covertly buying very large amounts...

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: Silver’s Turn in 2025 * Premium: BOA on Gold and Silver Discussion: Silver’s Turn in 2025 BOA’s top five 2025 themes * Trade war, strong USD may result in lower commodity prices * Brent may trade near $65/bbl on surplus,...

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 World Did not End.. Scott Bessent * Premium: CIBC A few billion doesn’t buy you much these days… Discussion: The World Did Not End… War fear positioning piles in… The GOLD/CHF link… From **Geopolitical Comment : The...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Key Points * Bullion Banks covered shorts on the way down and on the way up * Bullion banks are still not marking markets * Producers continue to fill that role somewhat * Macro Discretionary likely bought inside the fishhook * Short playing Bullion Banks *Bought* calls initiating longs alongside other-reportable...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: 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. We say expectation that Trump 2.0 = US inflationary boom means bid for crypto & gold to continue- M....

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: Why The Dollar Must Drop (and Gold must rise) Under Trump 2.0 * Premium: UBS Gold Comment in Full Discussion: Why The Dollar Must Drop (and Gold rise) Under Trump 2.0 “Make no mistake, there will be consequences, uninten...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Interview announcements coming soon. “The Gold reset is a process, not an event” Today * Discussion: Wake Up the Neighbors * Premium: Citi on ETF pukage Discussion: UBS and CITI UBS says to “Wake Up The Neighbors” on gold Our end-2025 target remains USD 2,900/oz, and we see opportuniti...

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: Why Are Gold and Silver Re-Rallying Now? * Premium: Goldman’s 2025 Commodity Outlook is Why Discussion: Why Are Gold and Silver Re-Rallying Now? Gold (+1.90%), Silver (+3.0%), Oil (+3.4%) Bitcoin (+2.0%), and Stocks (+0....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: This was very well-received by the attendees who participated actively. Thank you. Options were discussed, as were the CFTC flows, CTA positioning, and Bullion Banks’ continued reticence to trade. This went very long. Might be best viewed in chunks topically. The outline and transcript will help **N...

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: Hartnett’s (New) Gold play * Premium: Options Masterclass Preview Discussion: Buy Gold, Sell Stocks 2025 Hartnett starts his main section this week with: There is no trading alternative to long US dollar, long US stocks...

黄金市场分析开始 15:41 Gold Market Analysis Starts 15:41 标题部分16:40开始 Title Section begins 16:40 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: Hartnett Buy Gold (?) * Premium: RBC Commodity Comments Post Election * BONUS: Is China Pricing Influencing Comex Silver? (Yes it is) Discussion: 1- Hartnett: Buy Gold [?] [W]e say allocators heading into Q1’25 should …bu...

Intro: Last week Tom Luongo and Vince discussed the BRICS event in context of world geopolitics and financial markets. Bonus: We also hit record during our warm up chat, which was almost entirely about music. That part is 40 minutes long and available to Premium subscribers if you are musically inclined as we both are. Tom Luongo’s Work * G, G, & R Podcasts and Newsletter * X/Twitter Topics Discus...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Discussion on m-BRIDGE with Tom Luongo will be emailed out today (bonus Jethro Tull vs Led Zeppelin debate for Premium). Recorded an in depth conversation with Peruvian Bull yesterday on Gold, Silver, and Bitcoin, Sitting with Andy Schectman today. “The Gold reset is a process, not an...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good evening. Next Sunday we cover how to use Think or Swim for Options. *Silver comments start 48 minutes in Key Slides: WEEK SNAPSHOT FUTURES CHANGES: FUTURES and OPTIONS/GAMMA CHANGES COMBINED:

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. “”“So long as he doesn't lose the long-end market gonna target 6.6k on Spoos by Inauguration.” -Michael Hartnett Su...