GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today: * Analysis: Oil’s Current Situation * Premium Discussion: Oil Deep-Dive Geopol, Flow, Premium Analysis: Oil’s Current Situation The risk to Oil is higher not just from Israel/Iran risk, but from likely initial compliance by junior OPEC...

Housekeeping: Good Morning. “The Gold reset is a process, not an event” Today: * Premium Analysis: Goldman’s Report in Buy-Season context * Discussion: "The ‘secret’ buyer has elevated prices and reset the [Gold] relationship" Premium Analysis: * Goldman raises target from $2700 to $2900 * Goldman Identifies “Secret” Buyer * The Gold Reset is Announced * Goldman Reveals New Gold-Model Fundamentals...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today: * Premium Analysis: Why The UBS Target Raise is Important * Discussion: Why The UBS Target Raise is Important Premium Analysis: Why The UBS Target Raise is important Targets: * •2,750 by end-2024 from 2,600) * •2,850 by mid-2025 (from 2,700) * •2,900 by end-3Q25 (from 2,750) Fro...

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 light comments 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. The Flow Show’s Flow * Between Fed easing and China stimulus inflation will continue taking commods, Gold with...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. We will be doing a breakdown on Swap dealer risk and roles tomorrow on this program Today: * Premium Analysis: Citi analysis * Discussion: Swap Dealers are Unhedged Bookies Now Premium Analysis: Swap Dealers are Unhedged Bookies Now Quick note: Gold and Silver margins were raised by Co...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. We will be doing a breakdown on Swap dealer risk and roles tomorrow on this program Today: * Premium Analysis: Bank Commodity Flow Analysis * News: Bretton Woods 3 in Russia? Premium Analysis: Bank Commodity Flow Analysis The Fed delivered a 50 bps cut and highlighted its ‘dual mandate...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today: * Premium Analysis: Spooky Parallels to the 1970s * News: China’s Bazooka Fires Silver Bullets Premium Analysis: Spooky Parallels Between the 1970’s and Now Arthur F. Burns, was Chairman of the Board of Governors of the Federal Reserve System from 1970 to 1978. The paper referen...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. The Free version is significantly shorter than usual today. Today: * Premium Analysis: Silver Bullet * News: China Bazooka Premium Analysis: Silver Bullet In a report Goldman Sachs published for institutional clients yesterday they said: Prior to the September Federal Reserve meeting,...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: This is long. You’ve been warned Some quotes: Highers Lows in Oi and Price with shorter cycle duration= Event Hoarding.. And they’re baaaaaack..banks must be shitting a brick now as FOMC, bullish as it was, triggered profit-taking but funds starting buying it back up 2 days later. That is predictive...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good morning. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with light comments 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Main Flow Show Points: * Powell cut was to rescue small biz and prevent them from too many layoffs; no other reas...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. **Please excuse the false starts today** Today: * Premium Analysis: Powell Killed His Credibility This Week * News: Gold and Silver Charts Premium Analysis: Powell Killed His Credibility This Week Yesterday, in Powell's 50bps Cut is Contradictory we summarized Michael Every’s post Fed...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. **ONLY OTHER EMAIL TODAY WILL BE PM POST** Today: * Premium Analysis: He Chose inflation **Special Comment: Gold Block Trades** * News: Rundown and recap Premium Analysis: He Chose Inflation Inflation is NOT dead…. it is the lesser evil for Powell now, whether he sees something he does...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today: * Premium Analysis: Fed to Announce Cut at 2p.m. * **Bonus: Goldman’s New Gold Model** * News: Israel Detonates Hezbollah Pagers Premium Analysis: Fed to Announce Cut at 2p.m. * The discussion is over whether the Fed will cut 25 bps or 50 bps. * The rhetoric behind Democrat sena...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today: * Premium Analysis: UBS Maintains * News: G7 mBridge answer, Russian gold, Tax abolition Premium Analysis: UBS Maintains UBS updated its view on Gold on September 12th. In a 2 page note from its CIO it reiterated to clients its current position on Gold post the rally. * UBS main...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning. Today: * Premium Analysis: Short Gold Swap Stress * News: ZH Breaks down a GS silver commen t. Premium Analysis: Excerpted from the Sunday CoT Discussion Sideways/higher week with significant fund churning with long and short funds adding small… But Short swap dealers covered aggressiv...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com “At least one of them, as was said before, probably more/most of them now. And those that aren't in trouble will frontrun other banks. They're not friends right now. It's an every-man-for-himself situation that's growing. CFTC CoT Report Slide Deck Sideways/higher week with significant fund churning and long/shor...

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 [starts 9:33 mark] with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Topics covered: Commodities, Bull/Bear macro debate, Election Soft Landing...

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com The Quiet Part: “Fears” where confidence in the USD-backed monetary system is challenged, “wealth” accumulation by EM central banks catalysed on sanctions angst, alongside the 2024 drivers of gold, will catapult bullion higher in 2025 In Other words: Continuing Dedollarization due to global mistrust, new USD mone...

Housekeeping: Good Morning. Today: * Premium Analysis: Very special piece of the puzzle just dropped * News: Gold market Recap Premium Analysis: MUFG Outlook Very special piece of the puzzle just dropped hinting at the Buy-Season allocations * Set to breach the USD3,000/oz handle in 2025 "Fears" where confidence in the USD-backed monetary system is challenged, alongside the 2024 drivers of gold, w...

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 Analysis: CPI Prep: The "Possible Tiebreaker" * News: Debate Data Premium Analysis: CPI Prep: The "Possible Tiebreaker" * HEADLINE CPI expected * 3.2% YoY. (same as July) * equals +0.2% M/M * CORE CPI expected * 2.5% YoY, (dow...

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 Analysis: UAE Moves to Lock-Up African Gold * News: Russia Selling oil for Gold in September Premium Analysis: Why The UAE African Gold Play is a Big Deal Topically * BRICS Replacing the USD in Trade: * An Alternative to the U...

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 Analysis: Remembering the"Silver Mafia" * News: Sell Season Sucks So Far Premium Analysis: The "Silver Mafia" News: Sell Season Starts With Whimper Continues at bottom Equity Recap: US equities sold off sharply on Friday after...

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

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 Analysis: To Cut or Not to Cut, That is the Question * News: What Today's Data Means for Gold

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 Analysis: The 1974 US Plan to “Raid Gold’s Price Once and for All * Bonus NFP prep in less than 50 words * News: RUSSIA INCREASES GOLD BUYS 600+% Premium Analysis: The 1974 US Plan to “Raid Gold’s Price Once and for All” In Ma...