GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Evening

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Allergy season. After this [Ukraine] war is over, “money” will never be the same again… -Zoltan Pozsar Today: * Premium: GS on Aussie Gold and Lithium * Commentary: Gold levels Markets Yesterday: US equities rose on Thursday ahead of the jobs report Premium: Goldman Sachs on Australian...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “Just a reminder the fed has been fighting "transitory" inflation since 4th quarter 2022. We are now entering 2nd quarter 2024 - inflation is still red hot... and now this clown comes out and says "its [gonna] take longer". That’s 6 quarters of ineffective solution to inflation. Meanwh...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: Starbucks and Stagflation * Commentary: China Gold Influence Markets Yesterday: US equities declined on Tuesday ahead of the Federal Reserve's rate decision Markets: China Gold Correlations Premium: Is Starbucks a Short?...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: BMO Silver Analysis * Commentary: Echobay Mines Markets Yesterday: US equities advanced on Monday ahead of the Federal Reserve's latest rate decision on Wednesday. Markets: Memory Lane… Premium: The SilverPages is a compr...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: UBS Reasons to own Gold miners * Commentary: Yen Crashing

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This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com If you spent $100 every second of every day it would take you 1,966 years to equal the $6.2 trillion the US government has spent the past 12 months -M. Hartnett Overview: Hartnett’s Weekly report is presented 3 ways here. The video walk-through includes our translation of Hartnett’s lingo with some commentary. it...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. There will be multiple premium posts today as we share the new topical analysis worth viewing Bretton Woods Three is a Process, Not an Event Today: * Premium: Why Mining Stocks Now. * Commentary: UBS on Miners with Commentary Markets Yesterday: US equities were mixed on Wednesday ahead...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: Mining Catalyst’s apparent * Commentary: China Sanctions are bad, Biden’s Tax Hike is worse Markets Yesterday: US equities were mixed on Wednesday ahead of the Q1 reading of US gross domestic product. Premium: Mining Cata...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: TS Lombard on the very real possibility of the second wave of inflation * Commentary: Gold demonization persists

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Bretton Woods Three is a Process, Not an Event Today: * Premium: Geopolitical Analysis from BOA. RBC, and TSLombard * Commentary: Someone Cried Uncle and that's not good

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon Main Points: * OI Analysis: Macro is selling, who is buying dips then? * CFTC Report: Banks are getting their short calls back somewhat * Sunday Spike and Slam: Someone got burned Sunday Night. Not a fund * “Sideways is the new down” based on OI and briefness of current dips * The thi...