GoldFix

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...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: on most Sundays Founders attend a zoom discussion to discuss the markets from several angles in context of context of that week’s CFTC Report. Most topics are fair game. That recoording is then shared with Premium Subscribers. Note: This week’s two hour+ session enjoyed a very active discussion with...

Housekeeping: Good Morning. “黄金重置是一个过程，而不是一个事件” 与金砖国家的冷战：对黄金和油价意味着什么 标题部分于 4:09 时间开始 文字已转录 FINAL MARKET CHECK Premium: 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: Cold War 2.0 * Analysis: New Silver Bulls Discussion: Cold War 2.0 Premium Analysis: Equity Recap: US equities rallied on Friday after the September jobs report beat expectations. 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 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.

“黄金的 重估是一个过程，而不是一个事件” “Can silver mine supply meet increasing industrial demand?” [all emphasis and comments added] The silver market is experiencing its fourth consecutive year of structural deficit, driven primarily by increasing industrial demand. This deficit is expected to persist and so notably deplete above ground stocks. A critical question now facing the market is whethe...

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: * Analysis: Silver Supply * Premium Discussion: Silver Charts Premium Analysis: Only Above Ground Stocks Can Save Silver Supply Now Video is intented to be companion piece to this post Charts: News Analysis: Equity Recap: US equities r...

“黄金的 重估是一个过程，而不是一个事件” 讨论的话题 11月以来稳步上升 中国在全球黄金市场中的新兴角色 接下来的 500 美元——可能会更高 美国基金加入涨势 过去两天的市场格局 买家共同关注的焦点：美国大选和美联储降息 500 美元的潜力和 100 美元的风险 关键水平和市场情绪 这对白银和矿工意味着什么 大局观：选举和黄金管制 最后的想法：为不稳定的旅程做好准备 谢谢 Subtitles: * Steady Rise Since November * China’s Emerg...

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: * Analysis: The Next $500 and The Next $100 * Premium Discussion: The Next $3.3Billion of In flows Premium Analysis: The Next $500 and The Next $100 (Transcription attached at Bottom) News Analysis: Equity Recap: US equities closed mos...

石油处于非常危险的境地 The risk to Oil to go higher in price is not just from Israel/Iran risk, but from likely initial compliance by junior OPEC+ members to the recent Saudi warning. This also reflects max pain to short CTAs. Event risk warns of $5 moves either way if war escalates or alternatively if OPEC+ frays more. First the Facts: * Prices are near the lows of their range for the past 3 year...

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: * Analysis: Oil’s Current Situation * Premium Discussion: Oil Deep-Dive Geopol, Flow, Premium Analysis: Oil’s Current Situation The risk to Oil is higher not just from Israel/Iran risk, but from likely initial compliance by junior OPEC...

Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today: * Premium Analysis: Goldman’s Report in Buy-Season context * Discussion: "The ‘secret’ buyer has elevated prices and reset the [Gold] relationship" Premium Analysis: * Goldman raises target from $2700 to $2900 * Goldman Identifies “Secret” Buyer * The Gold Reset is Announced * Goldman Reveals New Gold-Model Fundamentals...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today: * Premium Analysis: Why The UBS Target Raise is Important * Discussion: Why The UBS Target Raise is Important Premium Analysis: Why The UBS Target Raise is important Targets: * •2,750 by end-2024 from 2,600) * •2,850 by mid-2025 (from 2,700) * •2,900 by end-3Q25 (from 2,750) Fro...

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 light comments 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. The Flow Show’s Flow * Between Fed easing and China stimulus inflation will continue taking commods, Gold with...