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GoldFix
Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com
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The Gold Gaslighting Continues 23.04.2024 18:16
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
Part 2: "Is Gold Headed for a Rug Pull?" 22.04.2024 17:20
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
Analysis: Who is Buying if Gold Funds Are Now Selling? 21.04.2024 4:50
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...
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