GoldFix

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...

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...