GoldFix

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: Getting the most out of Oliver (Starts 19:00) * Commentary: Gold and Silver at mid-year Session Recap: US equities advanced Monday on the first trading day of 2H 2024, with the Nasdaq Comp clos...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. China isn’t Cornering Gold and Silver, The West is too over leveraged and is cornering itself. Today: * Premium: Uranium Bull Market * Commentary: Gold/ Uranium Session Recap: US equities retreated on Friday after data showed a slowdown in inflation and better than expected consumer se...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon Lots of questions by Founders, with long responses. Michael Oliver’s MSA Weekly 360 came out as we finished this. Find a couple comments from the metals section attached at bottom. Cheat Sheet COT: 6/20 to 6/25 inclusive * 6/20 up, long funds buy. short banks add * 6/21- down, long fu...

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. Silver is Number One….

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Cheers Contents: * Morning Musings on China’s Gold * Western Misunderstanding and China's Strategy * Learning from Past Crises * Nationalism and Economic Strategy * China’s Hidden Gold Reserves * Conclusion: The Enigma of China’s Gold

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Debate: At this point, seeing what we saw last night, it is as much a comment on Joe Biden's ability to command as it is on the deep state of Apparatchiks who need him to win to keep their own power. There are institutions that will do anything to make sure that they don't lose command...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. China isn’t Cornering Gold and Silver, The West is too over leveraged and is cornering itself. Today: * Premium: The JPM View * Commentary: JPM on Commodities, Gold Seasonality, Yen Financial Repression Session Recap: US equities advanced on Wednesday, led higher by Big Tech stocks. Pr...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. China isn’t Cornering Gold and Silver, The West is too over leveraged and is cornering itself. Today: * Premium: Goldman on Tesla * Commentary: China and the missing gold Session Recap: US equities advanced on Tuesday amid a rebound in Nvidia (+6.76%). Premium / Markets: China’s Gold R...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. After Getting His Clock Cleaned on Bitcoin, Biden moves to minimize further Blindside Smackdowns by Trump headed into Debate Today: * Premium: GS on CTA flows * Commentary: Biden's Assange Pardon Makes Him Look Weak Session Recap: The S&P 500 and Nasdaq Comp retreated on Monday amid a...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. [Gold] sellers have little to show for their constant efforts. - Michael Oliver Today: * Commentary: Sideways is Bullish again * Premium: Michael Oliver Update Session Recap: US equities retreated on Friday as Nvidia fell for a second straight day. Premium / Markets: Repeating Patterns...

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 Founders: This recording may never see the light of day except here. We are pleased with the content, but not the format. No editing has been done, and that is desperately needed. The editing process may take some time putting into digestible chunk...

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. TL; DR * More Gen Z/Millennial voters than Boomers now and their priorities are both different...

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: French Conservative Change * Premium: CITI on Gold Session Recap: Dip then late day rally in US stocks Premium / Markets: The Future is Now French bonds and bank stocks rocked by political turmoil French markets endured a...

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: BRICS, FED * Premium: Commodities, Fed, Oil Session Recap: The S&P 500 and Nasdaq Comp closed at record highs on Wednesday even after the Federal Reserve signaled one rate cut this year, down from 3 in March. Premium / Ma...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Transcript attached What is this? A handicapping of future market behavior based on the major participants needs. The analysis timeframe uses observed and identified market drivers between December 3rd and last week. If successful, the listener will leave with a much deeper understandi...

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: Fed Day * Premium: ING’s Fed assessment and commodity assessment Session Recap: The S&P 500 and Nasdaq Comp closed at record highs on Tuesday ahead of the Fed's rate decision and May's consumer inflation report. 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 Housekeeping: This will be shared with Premium in 2 days under the same name. Also find: CPI preview reports from GS, BOA, and CITI at bottom. Comment: Tomorrow is also Fed Day at 2pm. Be ready for amateur hour at 8:30 on CPI. We will cover Fed Day...

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: Follow the money * Premium: BOA CTA Analysis Session Recap: US equities closed at record highs on Monday ahead of the Fed's 2-day monetary policy meeting. Premium / Markets: Follow the Money About the epicenter of gold in...

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: CTAs sold, Levels to Hold * Premium: Michael Oliver Gets Bold Session Recap: US equities retreated on Friday ahead of May's inflation data and the Fed's rate decision/guidance this week Premium / Markets: MSA Update Gold:...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Here is an analysis and risk assessment of China’s stoppage on public gold purchases. Transcript attached. TL; DR * The halt in gold purchases is possibly/likely a part of China’s multifaceted strategy to support the digital yuan, manage market prices, and prepare for a multipolar wo...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Podcast Topics: * Context and Background * Mercantilism vs. Globalism * Terminology * Janet Yellen's Statements and Their Implications * April and May Statements * April 5th Statement * Contradiction of Orthodoxy * Mercantilism and Trade Protectionism * Economic Engine Shift * Impact on Trade * Global Supply Chai...

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. Hartnett’s Flow Show: One Flow Over the Cuckoo’s Nest “[It’s] little wonder gold & crypto are...

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 Stops Buying Gold? * Premium: DB on metals.. summary and comment Session Recap: US equities rallied on Wednesday, with the S&P 500 closing at a record high after weak economic data raised hopes of a Fed rate cut lat...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “Your task will not be an easy one. Your enemy is well trained, well equipped, and battle-hardened. He will fight savagely ... I have full confidence in your courage, devotion to duty and skill in battle. We will accept nothing less than full Victory! Good Luck! And let us all beseech...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Gold Revaluation is a process and an event. Today: * Commentary: Silver and Gold Market Comment * Premium: Crescat Chart Walkthrough Session Recap: US equities were mixed on Monday amid falling oil prices. Premium / Markets: Crescat Charts/ Silver Charts Historical analogs, industry, a...