GoldFix

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 [starts 9:33 mark] with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Topics covered: Commodities, Bull/Bear macro debate, Election Soft Landing...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com The Quiet Part: “Fears” where confidence in the USD-backed monetary system is challenged, “wealth” accumulation by EM central banks catalysed on sanctions angst, alongside the 2024 drivers of gold, will catapult bullion higher in 2025 In Other words: Continuing Dedollarization due to global mistrust, new USD mone...

Housekeeping: Good Morning. Today: * Premium Analysis: Very special piece of the puzzle just dropped * News: Gold market Recap Premium Analysis: MUFG Outlook Very special piece of the puzzle just dropped hinting at the Buy-Season allocations * Set to breach the USD3,000/oz handle in 2025 "Fears" where confidence in the USD-backed monetary system is challenged, alongside the 2024 drivers of gold, w...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold revaluation is a process not an event Today: * Premium Analysis: CPI Prep: The "Possible Tiebreaker" * News: Debate Data Premium Analysis: CPI Prep: The "Possible Tiebreaker" * HEADLINE CPI expected * 3.2% YoY. (same as July) * equals +0.2% M/M * CORE CPI expected * 2.5% YoY, (dow...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold revaluation is a process not an event Today: * Premium Analysis: UAE Moves to Lock-Up African Gold * News: Russia Selling oil for Gold in September Premium Analysis: Why The UAE African Gold Play is a Big Deal Topically * BRICS Replacing the USD in Trade: * An Alternative to the U...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold revaluation is a process not an event Today: * Premium Analysis: Remembering the"Silver Mafia" * News: Sell Season Sucks So Far Premium Analysis: The "Silver Mafia" News: Sell Season Starts With Whimper Continues at bottom Equity Recap: US equities sold off sharply on Friday after...

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 Morning. Gold revaluation is a process not an event Today: * Premium Analysis: To Cut or Not to Cut, That is the Question * News: What Today's Data Means for Gold

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold revaluation is a process not an event Today: * Premium Analysis: The 1974 US Plan to “Raid Gold’s Price Once and for All * Bonus NFP prep in less than 50 words * News: RUSSIA INCREASES GOLD BUYS 600+% Premium Analysis: The 1974 US Plan to “Raid Gold’s Price Once and for All” In Ma...

Housekeeping: Good Morning. Gold revaluation is a process not an event Today: * Premium Analysis: Goldman Goes Gold * News: MS and Citi differ on Fed Cuts Premium Analysis: Goldman Stays Golden A brand new report from Goldman Sachs, titled "Go for Gold," is out. The best intro we can give is this audio one sent out yesterday . As to our own analysis. From Goldman Goes For the Gold Gold remains the...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com My guess is the Fed will stick to a 25BP/meeting pace unless the [Jobs] data suddenly deteriorates. In other words, the market is a step or two ahead of the Fed. -Steven Blitz First Look routine in preparation for this week’s NFP This may be the only preview needed until Friday other than what the other bank expe...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold revaluation is a process not an event Today: * Premium Analysis: Swiss Gold Demand Will uptick * News: Bloomberg says Sell Season Started Premium Analysis: Swiss Gold Demand Will uptick From WGC: Swiss Pensions Now Want the Gold There is a problem in Europe stemming from a dogmati...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Happy Labor Day. Title topic starts 14 seconds in. Intro: In recording for this week’s NFP , Morgan Stanley made reference to an Atlanta Fed report on immigrant workforce participation. The immigration topic had been top of mind for some time, and some things needed to be said. The US workforce data...

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 [starts 9:33 mark] with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Main Flow Show Points: * Private hires drop, productivity to follow * Some...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Remember the Toilet paper panic during Covid? Now imagine that for Gold… Today: * Premium Analysis: China RMB Usage Surges to New ATH * News: PCE Release, no surprise is a surprise Premium Markets: China’s international use of renminbi surges to record highs via the Financial Times China's use of th...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Remember the Toilet paper panic during Covid? Now imagine that for Gold… Today: * Premium Analysis: JPM Warns of Gold’s overbought status * News: BRICS Gets Spicy as India Begins Negotiating With China Premium Markets: JPM Looks Closely at Gold’s Current Investment Situation This is th...

Once gold crosses 3,000 dollars per ounce, and if the momentum is there, you’ll see a lot of Chinese people start looking at physical gold as an *investment* instead of just a savings vehicle- Eric They're not investing in gold expecting a return. They're putting money in gold, not expecting a loss.- Vince Episode #189 - Tom, Vince, and Eric Discuss the Chinese Gold Tsunami “Vince Lanci and Eric Y...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Remember the Toilet paper panic during Covid? Now imagine that for Gold… Today: * Commentary: Dollar Correlations are Back * Premium: Gold may be toppy Premium Markets: Dollar Correlations are Back Gold Dollar Correlations are returning, and with them susceptibility to downside volatil...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Remember the Toilet paper panic during Covid? Now imagine that for Gold… Today: * Commentary: The Priceis Right’s Silver Dollar Showcase * Premium: MSA Metals Update **SPECIAL NOTE: Mark Zuckerberg just admitted three things: 1. Biden-Harris Admin "pressured" Facebook to censor America...

Summary: 500 SILVER dollars were included in this 1973 Price is Right Showcase. The showcase was valued in total at $3433.00 Today those 40% Silver 1973 coins (mint) alone would be worth $20,000. The Inflation Math In 1973 the price is right had a showcase competition in which one of the show cases contained 500 silver dollars The Showcase included a new car, a week’s paid trip to Vegas, and 500 S...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Remember the Toilet paper panic during Covid? Now imagine that for Gold… Today: * Commentary: Markets * Premium: Cot swap desks Equity Recap: US equities rallied on Friday after Fed Chair Powell signaled rate cuts are coming. Large caps lagged small caps: S&P 500 (+1.15%) vs. Russell 2...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: This will be the last proprietary analysis for a week or so. GoldFix email/content schedule for the next two weeks can be found here COT Discussion Slides Up week, Trend week. Oi climbs indicating Fund buying overall Day 1: * down day, red candle, normal (variation) lower * oi drops 4k indicating lo...

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 analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Overview: Multiple concepts all tying into one main point…. The Fed easing is not bullish for...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Remember the Toilet paper panic during Covid? Now imagine that for Gold… Today: * Commentary: Jackson Hole * Premium: Gold, Silver and Seasonality Equity Recap: US equities retreated on Thursday ahead of Fed Chair Powell's annual policy speech in Jackson Hole, Wyoming. Large caps and s...

Good Morning. The transcription (tabbed) gets some key words wrong, but you can figure them out. Here’s the first part edited I’m headed to Jackson's Hole Where the mountains meet the sky With a suitcase full of numbers And a cold cold CPI. Gonna meet my best friends In that hallowed hikes-array We'll trap those grizzled bears And we'll watch them howl in pain Oh the bulls they'll bleed in Jackson...