GoldFix

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...

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...