GoldFix

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

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: Why are Copper Prices Rising * Commentary: Chart Break Markets Yesterday: US equities were flat on Friday as investors continued to negotiate economic data and the Fed's next rate moves. Premium/Markets: Copper, Silver,  an...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The IGWT Report is out. You can download it here . We also have a pdf of it at bottom for weekend reading. We will cover this all next week as there is lots to read. Gold Revaluation is a Process, Not an Event. Today: * Premium: Copper situation explained in context of Silver- (starts...

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 Gold Rush * Commentary: Checkpoints, Neel Kashkari is a moron Markets Yesterday: US equities rallied on Wednesday after the latest CPI report showed inflation eased in April Premium/Markets: * Silver: Highest Close in...

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: Copper * Commentary: Goldman, BOA Nail Copper Comex Squeeze Markets Yesterday: US equities rallied on Tuesday ahead of April's consumer price index report out on Wednesday. Premium/Markets: What is Going on With Copper?...

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: CPI/ UBS reaffirms Gold Target of $2500 * Commentary: What to look for in CPI Markets Yesterday: US equities advanced on Friday as investors continued to negotiate Fed rate decisions and incoming US economic data Premium...

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: Pozsar Excerpt, ING Bank on Gold * Commentary: Pozsar, Gold charts Markets Yesterday: US equities were mixed on Wednesday amid a slew of corporate earnings reports. Premium/Markets: Pozsar Weighs in There are two ways to...

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: Rabobank on Global Monetary Reserves * Commentary: LBMA welcomes China even more Markets Yesterday: US equities were mixed on Wednesday amid a slew of corporate earnings reports. Premium/Markets: Fragmented Money The cur...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Afternoon. Intro: Companion piece to the post entitled **Special Gold CTA Analysis 1st Look . Important details in the video. GoldFix Key Points: * Precious 1: are in mid-stream of reducing longs. Given the relative strength of them so far, it would suggest CTA selling is not as important as it...

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. BW3 is Gold Revaluation Today: * Premium: Goldman Raises Cameco Price Target * Commentary: HSBC on Silver, Disney, China, Brics Markets Yesterday: US equities were mixed on Tuesday as investors continued to assess corporate earnings repor...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “[T]he average price in April (with two more months to go in Q2) is around $260 higher than in Q1.” -Fred Hickey Today: * Premium: Why Fred Hickey Likes Miners Now * Commentary: 1970s and 2000s analogs Markets Yesterday: US equities continued to rally on Monday after Friday's weaker th...

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: BOA CTA Analysis * Commentary: Yellen’s Yen Degeneration Markets Yesterday: US equities rallied on Friday after a weaker than expected jobs report as investors continued to consider when the Fed will cut rates Premium/Mar...

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...