GoldFix

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附上视频的文字记录 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: End The Fed Carefully * Premium: Institutional TradeDesk Report on Gold and Copper Discussion: End The Fed Carefully FOMC Recap * Fed Cuts 25 bps as expected * The Statement Full changes footnoted here * The Press Confere...

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 Victory, and Market Reactions * Premium: Goldman, JPM Analysis Discussion: Donald Trump was elected the 47th president by the American people.  The Senate, as expected, has flipped to the Republicans. This big Sen...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com SECTION TIMESTAMPS: * 0:00- Building Butterflies * 1:24:39- CFTC CoT Analysis BUILDING BUTTERFLIES: KEY SLIDES/ NOTES Directional (bull/bear spread) Butterflies: the most well defined of trades in terms or R/R and payoff/odds As a risk manager and trader: You either start with or consider finishing with a butterf...

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. “Nobody going into this election long 30-year Treasury, short gold [or] Nvidia.” -Michael Hartnett Summary/Overview...

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: Tier 1 Assets * Premium: Education of a Tier 3 Silver Speculator Discussion: In banking terms, a tier one asset is considered the highest quality and most liquid, meaning it can be readily converted to cash without signif...

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 Raises its 2024 Target again * Premium: Goldman Raises Early 2025 Target on 500% Increase in Physical Demand * BONUS: WHY SILVER IS WEAK Discussion: Goldman Raises its 2024 Target again As the gold price keeps bre...

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 Election and Gold * Premium: What if The Election is Undetermined Discussion: The Election and Gold What would happen if the election result were delayed? We have said several times elections are supposed to bring cer...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: What is this? This is a Masterclass on options as taught by at MBA Finance level by a University Professor. Text Used: Natenberg's Option Pricing and Volatility Summary/ Overview: This first Options lecture in the GoldFix Educational series is made available for Founders and Premium subscribers dive...

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: MSA Updates on Silver and GDX * Premium: Goldman’s Economic Week Ahead Discussion: MSA Updates on Silver and GDX The following are excerpted from Michael Oliver’s 360 weekend report Silver: If we see daily momentum get ba...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Special Sunday Class on Options. Founders also received a pdf copy of the Natenberg Options textbook. This isn’t going away. And there's going to be pushback. There's going to be financial warfare. There's going to be trade warfare. The U.S. will be brought kicking and screaming into t...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. Excuse the production values (ambient noise and occasional sniffle) as this was recorded very early. A short “note to self” became a full-on analysis…. Topics Discussed: * The Significance of Ross Norman's Insight * Possible Explanations for the Shortfall * The Changing Landscape of...

Housekeeping: Good Morning. Today Vince will sit with Chris Marcus and Matt Riley to discuss the BRICS Summit “The Gold reset is a process, not an event” Today: * Discussion: Silver Tsunami: Why it Can Continue * Analysis: The China/US Tsunami Manifests Silver Tsunami: Why it Can Continue Discussion: Silver Tsunami: Why it Can Continue * CHINA HELICOPTER CREDIT * US DOLLAR CRUSH CHINA HELICOPTER C...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today Vince will sit with Chris Marcus and Matt Riley to discuss the BRICS Summit “The Gold reset is a process, not an event” Today: * Discussion: Silver Tsunami: Why it Can Continue * Analysis: The China/US Tsunami Manifests Silver Tsunami: Why it Can Continue Discussion: Silver Tsuna...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: includes CTA analysis at bottom * Normal variation/ Trend week * 1st day was the tell * 50 higher and the banks sell 4k???? 50 lower thy buy 17-20k.. lol.. * We have to go up with behavior like that until the events * last 3 days spec funds and CTAs chasing momentum.. with macro-d selling to them *...

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: Central Banks and Gold Mines * Analysis: Wage Price Spiral is Back The US/China Synchronized Tsunami is Here… Discussion: Central Banks Buying More Gold Now In a rare shift, central bank representatives from Mexico, Mongo...

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, Copper, Uranium, Palladium * Analysis: Goldman, ANZ Discussion: Silver, Copper, Uranium, Palladium Metals vs. Tech… Silver Bullish… “ Next 2-3 months, we see a retest of the 2011-2012 highs” Jr Silver Miners – Bul...

大家好以下是有關10月14日中國人民解放軍在台灣周圍的訓練演習的最新消息我們打算以非常簡略的方式來涵蓋這個地緣政治風險的問題同時也會提及市場本身 首先是中國人民解放軍的演習更新演習以清晨的動員開始中國國家媒體在10月13日發布了一段視頻提到了一個成語意思是用頭靠在矛上等待黎明或類似的表達這類的死指的是早上5點到7點 在古代中國也值得注意的是在中國人民解放軍東部戰區指揮部於午夜接到命令之前美國和日本都沒有被通知...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Contents * Intro * Discussion Outline * Slides Intro: Sunday’s weekly discussion starts with a long conversation about YCC. The title topic is discussed in context of the CFTC report starts about the 19:00 mark On a $50 higher move, they sell 2,000 contracts. On a $50 lower move, they c...

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. Bottom Lines: * Election- Trump wins, but no sweep means no aggressive changes * Bull/Bear- Jumps closer to sell si...

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: PPI Simulcast- This is What Gold and Silver Are Worth * Analysis: Commodity Weekly Discussion: Continues at Bottom… News/Analysis: Equity Recap: US equities retreated on Thursday after September's consumer price index cam...

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: Crash Helmet * Analysis: CPI today Discussion: Still Creepy… But Not Worried Yet * The last time the Fed cut 50 bps was September 18th 2007 Initial reaction was good. But then… Zooming Out on Stocks versus Gold after the...

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 Event Horizon(s) Approach * Analysis: Costco’s invasion Discussion: Gold’s Event Horizon(s) Approach Event Horizon: A theoretical boundary around a black hole beyond which no light or other radiation can escape, a...