GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. India is printing fiat explicitly to buy Gold and Silver now Today: * Commentary: When Will it Be Safe? * Premium : Hartnett on Gold, Red Wave Gold, When We’ll Buy Equity Recap: Investors continued to swap out of US large cap tech in favor of small caps on Thursday. Premium Markets: We...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. India is printing fiat explicitly to buy Gold and Silver now Today: * Commentary: The Yen and the Markets * Premium : Goldman Trader Comments on yesterday’s activity Equity Recap: Stocks sold off around the globe, led by losses in chipmakers, as STMicro cut its annual revenue outlook a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. India is printing fiat explicitly to buy Gold and Silver now Today: * Commentary: Indian Gold demand, and Foldable Phones * Premium : The India/China Gold Cooperative Equity Recap: US equities mostly fell on Tuesday amid a slew of corporate earnings reports. Premium Markets: India slas...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. A full-scale implementation of the Trump-tariffs will increase inflation and put the US in a recession. The impact on the economy is as permanent as the tariffs -Bank Report Today: * Commentary: Dem Economic attack plan, China and Copper * Premium: Copper and Tariff effects Equity Reca...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Outline: The sections on option activity and Politics were interesting for various reasons on playback. Suggest using the transcript searching key words 1- Intro * Alot of this is covered bigger picture in SPECIAL: Trading Gold's Next 6 Months 2- Commitment of Traders : about 2:20 in * Market analysis over five d...

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: ANZ on Silver and Gold * Commentary: Gold buying meets silver selling Equity Recap: US equities declined on Friday, weighed down by energy (-1.29%) and technology (-1.27%) Premium Markets: ANZ MidYear, Gold vs. Silver ANZ O...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: At start I wrongly claim there is no profanity. The word sh*t occurs 6x. The word f*ck occurs 2x between 60 and 62 minute times. Otherwise, no harm to little ears. -Vince What is this? Forward looking Gold risk analysis using Event, Flow, Seasonality, Options, and Technical methods with visual aides...

Preview: Trading Gold's Next 6 Months. A very comprehensive Gold podcast with extended notes is headed your way in a couple hours. This short audio will hopefully put it in context/perspective. Thank you for listening. Sample Slide Preview Subscription changes * **Monthly $124.99- Not a typo. * Annual remains $125 a year * Founders remains $300 a year Between now and the BRICS/POTUS events is cruc...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The story “Trump Second Shooter Theory Emerges” will be posted shortly. TheIndia Report is located in premium at bottom Weaker dollar if Trump is right, Weaker dollar if Trump is wrong Today: * Premium: India Needs The Gold Report * Commentary: 3 Big Stories: * Trump Conspiracy Theorie...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Be sure to listen to the Premium section this morning starting at approximately 15:01 Weaker dollar if Trump is right, Weaker dollar if Trump is wrong Today: * Premium: India Needs The Gold * Commentary: India Demand, Gold Price action Equity Recap: US equities declined on Wednesday, w...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Weaker dollar if Trump is right, Weaker dollar if Trump is wrong Today: * Premium: Written summary and analysis of the TRUMP Bloomberg interview * Commentary: Trumponomics Broken down with video insights Equity Recap: US equities advanced on Tuesday amid the ongoing rotation into small...

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: Gold and Silver Breakout Implications * Commentary: Indian Gold Demand Equity Recap: US equities advanced on Monday amid a continued rotation into small caps. Premium / Markets: Homework Indian Gold Demand * What does this c...

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: Taking Stock of Gold and Silver * Commentary: Trump assassination attempt implications Equity Recap: US equities advanced on Friday as weaker than expected inflation data raised hopes of Fed rate cuts this year. Premium / Ma...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. Very long, very varied topical discussion. Some profanity. Contents. * Podcast Topics * CFTC Analysis Notes Podcast Topics Introduction (0:00 - 0:23) * Topic: Similarities between Bitcoin, Gold, and Oil markets. * Key Point: Asymmetry of information in markets and its impact on tradi...

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 Intro: Kind of a Big Deal In this week’s Hartnett Flow show report sent to you yesterday (and being podcasted later today), there was a very interesting comment made by the BOA exec, which frankly nearly threw us out of our chair. Hartnett confirme...

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: AI * Commentary: CPI Recap Equity Recap: US equities retreated on Thursday, weighed down by tech shares after a weaker than expected inflation report raised the prospect of Fed rate cuts this year. Premium / Markets: AI/ CPI...

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: China’s Hunt Brother- Bian Ximing * Commentary: China’s Hunt Brother Equity Recap: The S&P 500 and Nasdaq Comp closed at record highs again on Wednesday ahead of June's consumer price index report out today Premium / Markets...

Backdrop: The recent events in Washington surrounding Biden and the emerging factions of people trying to either oust him , or ride and hide with him. Below is a relevant excerpt from a 1972 speech by Hannah Arendt on the Pentagon Papers, which may give an insight into what is going on behind the scenes in this white house TL;DR * The Political Image Man who spends half his time creating an image,...

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: BRICS Gold Standard Play * Commentary: The Petrodollar is already dead Equity Recap: The S&P 500 and Nasdaq Comp closed at records on Tuesday after Fed Chair Powell said that keeping rates high for too long could hurt US eco...

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: ING’s Monthly Gold Report * Commentary: ING Report Card Equity Recap: The S&P 500 and Nasdaq Comp closed at record highs on Monday ahead of the June consumer price index and start of corporate earnings season later this week...

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: MSA Weekly Excerpt / Goldman CTA Analysis * Commentary: Food inflation Lies Equity Recap: US equities closed at record highs Friday on rising hopes of Fed rate cuts. Premium / Markets: MSA/ GS Excerpts courtesy of Michael Ol...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com This was a short one due to there not being a CFTC CoT Report update… (Funny how that works when the market rallies)— Which allowed us to discuss the significant Open Interest changes in more detail. On March 1st Macro Discretionary bought heavy and fast into Gold. Between May 15th and June 27th, that same cohort...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is a process punctuated by events on Oct 22nd to Nov. 5th Today: * Premium: BOA Commodity Report * Commentary: BOA Commodity Report Gold/Silver Equity Recap: The S&P 500 and Nasdaq Comp closed at record highs during the shortened trading day on Wednesday. Premium / Mar...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Happy 4th Gold Revaluation is a process punctuated by events on Oct 22nd to Nov. 5th Today: * Premium: MUFG Mid Year Chart pack * Commentary: Gold/Silver Indian Air Conditioners Equity Recap: US equities advanced on Tuesday, with the S&P 500 and Nasdaq Comp closing at record highs Prem...

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 Founders post mini-lecture augments the GoldFix Steven Blitz Analysis from an academic and experiential POV. It’s a very narrowly focused piece focusing on economics, Fed timing, and trading process. It Aims To: * Augment the Steven Blitz Fed...