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GoldFix

Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

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27 okt 2026

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Avsnitt

Dan Ghali's "Silversqueeze You Can Buy Into" Revisited 30.09.2025

Housekeeping: Good Morning. Things are Happening Faster Now Topics: * 5 Weeks In for Gold * Gold Event calendar * Ghali’s “Silversqueeze You Can Buy Into” Revisited Market Analysis: Gold Chart and Calendar Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: Jobs * MONDAY, SEPT. 29 Pending home sales * TUESDAY, SEPT. 30 S&P Case-Shiller home price index (20 cities) * WEDNESDAY, OCT. 1 PMIs * THU...

***Full recap with London and China comments 29.09.2025

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

Gold Revaluation Game On 29.09.2025

Housekeeping: Good Morning. “Silver is trading at a higher level than Gold’s price on US Government’s balance sheet.- Jordan Roy-Byrne Topics: * Gold Revaluation Game On * Silver Enters a New Price Reality * New Chat format Market Analysis: Continues in Premium: Silver Enters a New Price Reality Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: Jobs * MONDAY, SEPT. 29 Pending home sales * TUE...

Hartnett: Miners #1 Performer in 2025 27.09.2025

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good morning. ***NO-SUNDAY-DISCUSSION-DUE-TO-TRAVEL-PLANS.*** Main Points Discussed: (Translations footnoted like last week) * Fed might be considering less cuts after mkt performance * **While never readers/us to buy miners, interpreting Hartnett putting clients in them these past 6 months was the...

UBS Raises Target, Sees New ATH as Silver Aligns With Gold 26.09.2025

Housekeeping: Good Morning. Things are moving faster now Topics: * UBS: Raise Targets as Silver (Finally) Falls in Line * Margin Raise Comment Market Analysis: Continues in Premium: UBS: Raise Targets as Silver (Finally) Falls in Line Related Posts: ICYMI: “We now believe that the target [for gold] is probably closer to $4,200 with a possibility of going as high as $6,000 by the end of 2029.” - JP...

Silver Hoarding Has Begun 25.09.2025

Housekeeping: Good Morning. Things are moving faster now Topics: * Gold is Overvalued Now, But This Ain’t 1979 by a Long Shot * **G7 May Use Price Floors and Hoarding to Spur Commodity Demand Market Analysis: Continues in Premium: **G7 May Use Price Floors and Hoarding to Spur Commodity Demand Full Analysis in the Premium post: Gold is Overvalued Now, But This Ain’t 1979 by a Long Shot Related Pos...

China Just Threatened The BiS 24.09.2025

Housekeeping: Good Morning. Things are moving faster now Topics: * China Enters Central Bank Gold Storage Business * China is Going After The BiS Now Market Analysis: Full Analysis in the Premium post: China Enters Central Bank Gold Storage Business continues in: China is Going After The BiS Now Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: PCE * MONDAY, SEPT. 22 Fed speakers * TUESDAY, S...

The US is Engineering a Bubble 23.09.2025

Housekeeping: Good Morning. Things are moving faster now Topics: * Market Recap * Gold's Rally is Nothing Like the 1979 Blow-off * The US is Engineering a Bubble Market Analysis: Full Analysis in the Premium post: Gold's Rally is Nothing Like the 1979 Blow-off Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: PCE * MONDAY, SEPT. 22 Fed speakers * TUESDAY, SEPT. 23 PMI, Powell speaks * WEDNESD...

Jefferies Puts Gold at $6,600, But M2 Points to Nearly $12,000 22.09.2025

Housekeeping: Good Morning. Things are moving faster now Topics: * How High Could Gold Go? $6,600 Says Jefferies, $11,900 Says Money Supply Market Analysis: Full Analysis in the Premium post: Jefferies: Gold to Peak at $6,571 Why that might be low Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: PCE * MONDAY, SEPT. 22 Fed speakers * TUESDAY, SEPT. 23 PMI, Powell speaks * WEDNESDAY, SEPT. 24...

Hartnett: Buy The Bubble, But Hedge it 21.09.2025

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good morning. Founders CFTC discussion at 2pm today. Link will be emailed shortly.

India’s Silver Story Turning Heads Again 19.09.2025

Housekeeping: Good Morning. Gold to Average $4,000, Silver $45 in 2026 Things are moving faster now Topics: * India’s Silver Story Turning Heads Again Market Analysis: Full Analysis in the Premium post: **Special Silver Comments Related Posts: ICYMI: Coming Soon/ Chat: Data on Deck: Fed Day * MONDAY, SEPT. 15 8:30 am Empire State manufacturing survey * TUESDAY, SEPT. 16 8:30 am U.S. retail sales *...

Market Rundown | 18.09.2025

Housekeeping: Good Morning. Things are moving faster now Topics: * Fed Day Recap * Gold Supplier Collapse Triggers Scandal in Shenzhen’s Shuibei Market * *Exclusive: Shuibei’s Scandal Explains LBMA Failure Market Analysis: Full Analysis in the Premium posts: * Gold Supplier Collapse Triggers Scandal in Shenzhen’s Shuibei Market * *Exclusive: Shuibei’s Scandal Explains LBMA Failure Related Posts: I...

Fed Decision Day--Get Some Popcorn 17.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Hong Kong Moves to Eliminate Dollar Use in Public Square * Fed Day Preview and the 3 R’s Market Analysis: Full Analysis in the Premium post: Hong Kong Moves to Eliminate Dollar Use in Public Square Related Posts: ICYMI: more on Hong Kong Coming Soon/ Chat: Data on Deck: Fed Day * MONDAY, SEPT. 15 8:30 am Empire State manufa...

Goldman Thinks Central Banks Will Be Buying Gold for Years 16.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Goldman: Central Banks Will Be Buying Gold for Years * Not many People Think a 50bp cut is on the table Market Analysis: * Full analysis in Premium Post: Central Banks Will Be Buying Gold for Years * ZeroHedge X- Post on topic here . * Full analysis in Premium Post: **Bank: How BLS Jobs data is cooked. Related Posts: ICYMI:...

What is the Brics Real Goal With Gold? 15.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Why The Brics Really Want Gold and Not Treasuries * Rickards: Fed Independence Has Never Really Existed Market Analysis: Full analysis in Premium Post: Full analysis in *Exclusive: China’s Next Golden Move (Beyond Basel 3) Weekend Posts: Coming Soon/ Chat: Data on Deck: Fed Day * MONDAY, SEPT. 15 8:30 am Empire State manufa...

Hartnett: Buy “Anything But Dollars” Now 14.09.2025

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

Silver $42: Breaches 14 Year High, $50 Targets Appear 12.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * *TD's Ghali: Silver Endgame Approaches * Barrick Pulls a Newmont * Updating the Chat Traders Market Analysis: Full analysis in Premium Post: *TD's Ghali: Silver Endgame Approaches Related Posts: Coming Soon/ Chat: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit * TUESDAY, SEPT. 9 NFIB optimism index * WEDNESDAY, SE...

Newmont Delists From The TSX in Cost Cutting Drive 11.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Newmont Pulls Back in Canada, Delists * Updating the Chat Traders Market Analysis: Full analysis in Premium Post: Newmont Pulls Back in Canada, Delists Related Posts: Coming Soon/ Chat: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit * TUESDAY, SEPT. 9 NFIB optimism index * WEDNESDAY, SEPT. 10 PPI * THURSDAY, SEPT....

Charlie Kirk 31, Assassinated At Public Event 10.09.2025

Video: interview with Charlie Kirk describing his motivations. (Safe for children) The next videos shown below are of graphic nature showing the moment of bullet impact. The first one is from a distance and would be inappropriate for a child without parental guidance or explanation. The second video is from extremely close-up and his graphic and will be inappropriate even for an adult whose consti...

The Silver Tariff Situation 10.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * The Silver Tariff Situation * "Private Diversification as Next Giant Leap For Gold, Commodities" * Updating the Chat Traders Market Analysis: Full analysis in Premium Post: "Private Diversification as Next Giant Leap For Gold, Commodities" Related Posts: Coming Soon: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit...

Breaking: Payrolls Revised Lowest Ever 09.09.2025

What this means: * Powell should cut 50bps * Trump wasnt crazy this mornig when he said Powell should cut 75bps. * Zero jobs for biden in his last 15 months or so * Powell is LATE cutting after swearing by BLS data Aug 25th: Our coverage and confirmation of the Goldman and BNY and ZH opinions Sep 4th: Standard Charter’s rationale for a 50bp cut Sep 3: SC’s Full analysis of why it should happen (Fo...

Gold Tops 1980 Inflationary All Time Highs 09.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Gold Tops 1980 Inflationary All Time Highs Market Analysis: Full analysis in Premium Post: Special: The "Real Money" is Buying Related Posts: Coming Soon: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer credit * TUESDAY, SEPT. 9 NFIB optimism index * WEDNESDAY, SEPT. 10 PPI * THURSDAY, SEPT. 11 CPI * FRIDAY, SEPT. 12 Cons...

What Lies Beyond $3,600 and $41.00? 08.09.2025

Housekeeping: Good Morning. The reset is a process, not an event Topics: * Silver's Future Looks Very Bright * Beyond $3,600: Gold’s Path in the Shadow of the 1970s Market Analysis: Continue reading in: Beyond $3,600: Gold’s Path in the Shadow of the 1970s Full analysis in Premium Post: Silver's Future Looks Very Bright Related Posts: Coming Soon: Data on Deck: CPI/ PPI * MONDAY, SEPT. 8 Consumer...

*Hartnett: The 1970's Are (Very) Definitely Back 07.09.2025

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good afternoon. Must Listen. This is a long one with a ton of material. It intentionally was kept to a clean translation with little digression. This is about Booms, Busts and Stagflation. It’s about Gold and how it all truly rhymes with the period of 1970-1979. We are somewhere between 1972 and 197...

**Unemployment Preview 05.09.2025

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The reset is a process, not an event Topics: * El Salvador Buys Gold * Jobs Number Preview (Premium) Market Analysis: Full analysis in Premium Post: Related Posts: This Weekend: Data on Deck: Unemployment * MONDAY, SEPT. 1 Labor Day holiday * TUESDAY, SEPT. 2 PMI * WEDNESDAY, SEPT. 3 9...

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