GoldFix

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: No FOMO Like Precious Metals FOMO * Premium: ING on Commodities Equity Recap: US equities rallied on Monday for an eighth consecutive trading session. Large caps lagged small caps: S&P 500 (+0...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Jackson Hole * Premium: How Crazy is $3,000 From Here? Equity Recap: US equities advanced on Friday after a raft of positive US economic data this past week, including better than expected retail sales...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Marketing Comment: Why are you not a premium subscriber yet? Good afternoon. Today we offer three things supporting the title above. 1- GoldFix Sunday Discussion Topics Our comprehensive discussion covered a range of topics pertinent to futures trading, emphasizing technical analysis, market dynamics, and trading...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning 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. Hartnett’s Flow Show: Inflows to Humans (almost) Overview: Short and sweet as most of his effort...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The West is Now Buying Physical Gold Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: How Apple Invades your home, Germany United 2.0 * Premium: The GS Full report on Yesterday’s CPI Equity Recap: US equities advanced on Wednesday after the July cons...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The West is Now Buying Physical Gold Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: ANZ Bank Sees $2550 Gold by End of Yea r * Premium: ANZ Gold Report Full Break-Down Equity Recap: US equities rallied on Tuesday after the producer price index repo...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Western ETF Purchases * Premium: WGC ETF Analysis Equity Recap: US equities advanced on Friday ahead of the July consumer/producer price index and retail sales data out this week. Premium Markets: WGC...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Previously posted as Special: BiS Cap and Accumulate Scheme but “Cap and Trade” is more appropriate. Here’s why: The Cap applies to anything you do not want to go higher, like emissions. The trade part is where you let the market sort it all out. Cap and trade has one publicly stated use —carbon emi...

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. “Wall St has now stopped BoJ hiking" -Michael Hartnett TL;DR * Wall Street stopped BOJ hikes...

Rowan Atkinson, famous for the Mr. Bean comedic character, stridently (and somewhat humorously) comments on the recent UK Free Speech clampdown in the video above. Here is the transcript: Rowan Atkinson – FULL TRANSCRIPT: “My starting point when it comes to the consideration of any issue relating to free speech is my passionate belief that the second most precious thing in life is the right to exp...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: ING Breakdown * Premium: Full ING Analysis Equity Recap: US equities rebounded on Thursday after a better than expected jobless claims report helped alleviate concerns about a potential recession. Prem...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: CTA Seasonality * Premium: Silver and Gold in Goldman’s CTA analysis Equity Recap: US equities retreated on Wednesday as investors continued to consider corporate earnings results and the Fed's next ra...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Yen Carry Trade * Premium: Scotia Bank CFTC report Equity Recap: US equities advanced on Tuesday after sharp losses in prior trading sessions amid recession concerns and the yen carry trade unwinding....

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Breaking Down the MSA Comment on Gold * Premium: Yen-Crash and Vix Analysis and Gold

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Open interest Change implies another higher price base, even if OI shrinks more Lots of More short covering.. and its not just funds Clean COT Data Notes: Banks have Negative Gamma.. smart funds have positive gamma. Banks did not buy the dip as much as Funds did last week ( that day i bought where OI came in was...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Before Tom turned on “Record” for the official conversation we did a prep on topics to discuss as normally done.. But… there were some very off topic comments about previous interactions with Nouriel Roubini as well as some choice words about Janet Yellen. This would be what they call a crowd-pleaser conversation...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Markets Currently * Premium: Michael Every’s Latest Today Equity Recap: US equities sold off sharply on Friday after a weaker than expected jobs report and concerns about a potential recession. Premium...

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. * 0:00- TL;DR Intro * 6:00- Extended Report Walkthrough "People underestimate how much lower...

Audio: explains in context what is happening right now. AUDIO CORRECTION: I described stocks as being down 3 1/2% today. That is incorrect. I was thinking about the last two days behavior of stocks. Today they’re down 2.3% so far. The following just came out from CITI as a reaction to the events described: (Three weeks days ago CITI Dropped a rate cut bomb , calling for 7 cuts over the next 12 mon...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Market Recap * Premium : Trump Tariff Redux Equity Recap: US equities sold off sharply on Thursday after weak employment, manufacturing and construction data Premium Markets: ​Asia and the Trump redux...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is happening (quite literally) before our eyes Today: * Commentary: Target Happy * Premium : Jefferies and ING on Gold Equity Recap: US equities rallied on Wednesday after the Federal Reserve left near-term rates unchanged, but Chair Powell said a rate cut "could be on...

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: * Commentary: The last 72 hours * Premium : Goldman CTA report Equity Recap: US equities violently mixed on Tuesday ahead of the Fed's monetary policy decision and Chair Powell's press conference. Energy (+1.54%) and financials (+1.19%...

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: * Commentary: FOMC Prep and the end of the selloff * Premium : Goldman report: “Why Wait until September” to Cut? Equity Recap: US equities closed mostly flat on Monday ahead of a slew of corporate earnings reports and the start of the...

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: * Commentary: China’s insatiable Silver Appetite * Premium : BOA says Oil is about to break out Equity Recap: US equities rallied on Friday after the Fed's preferred inflation measure eased slightly from a year ago in June, raising the...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. The podcast portion is abbreviated. Hartnett’s Flow Show: Peak Oligarchy 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. We are one bad payro...