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, 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...

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: * Premium: BOA Precious Metals Weekly * Commentary: Why does India Wants [More] of the Gold ? Session Recap: US equities mostly rose on Friday after the Federal Reserve's preferred inflation measure came in around forecasts. Premium Mar...

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: Pain = Gain Buy any-dip in bond prices…for stocks “sell the first cut” i...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The first attacks on the territory of the Russian Federation using US weapons may begin within hours or days", according to Sky News Arabia Today: * Premium: The Election will Not be over until January * Commentary: Trump Verdict, Divided We fall Session Recap: US equities retreated o...

Transcript attached. 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. BW3 is a process, not an event. Today: * Premium: Goldman’s 5 Ds on Commodities, ING on China effect * Commentary: Silver and Gold are better than almost all other investments Session Recap: US equities retreated on Wednesday as Treasury yields increased. Premium Markets: Goldman’s 5 D...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a process, not an event. Today: * Premium: MUFG on Asian Commodities * Commentary: BRICS is Making Real Progress, Bend and Snap, Session Recap: The combination of rising consumer confidence, hawkish Fed commentary, weak Treasury auction results, and increasing oil prices contrib...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “If you sell too soon, you're probably going to miss the boat.” -Summarizing Michael Oliver’s latest Today: * Premium: Silver * Commentary: Charts, News Markets Yesterday: US equity futures are in the green after Friday’s rally Premium/Markets: * Silver’s Rally Monday * The Shanghai Co...

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: Magnificent Inflation Policymakers (and investors) know US “too big to f...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Today: * Premium: **Very nice slide deck by MUFG at Bottom** * Commentary: Geopolitics Markets Yesterday: US equities retreated on Thursday as investors weighed positive economic data against the timing of Fed rate cuts. Premium/Markets: China Tipping Po...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Between earth and moon will be business. Nasa will control the rest- Shatner Today: * Premium: MUFG Commodity Weekly on Metals * Commentary: China Post Divorce Flex Markets Yesterday: US equities retreated on Wednesday as investors considered monetary po...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Today: * Premium: The BRICS G7 Divorce Agreement * Commentary: The BRICS G7 Divorce Agreement Markets Yesterday: US equities advanced on Tuesday as the S&P 500 and Nasdaq Comp closed at record highs. Premium/Markets: BRICS G7 Divorce What is in the joint...

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. The Video walk-through is above, his main points broken are out below, and the original format is at bottom. Enjoy. Hartnett’s Flow Show: The Hard Hedge Gold in early secular bull… alternative to US dollar, like crypto = hedge against “bea...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. BW3 is a Process, Not an Event. Today: * Premium: an important update excerpted from Michael Oliver’s MSA Weekly Report * Commentary: We’ve come a long way, We have a long way to go Markets Yesterday: US equities were mixed on Monday, but the Nasdaq Comp closed at a new high as Nvidia...