GoldFix
GoldFix delivers capital markets recaps, commentary, and analysis. It is aimed at evolving traders. The podcast covers market developments and trading perspectives. It is associated with the Substack vblgoldfix.substack.com.
Episodes
The World Needs More Copper
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: CPI, PPIMonday, Oct. 12* No events scheduledTuesday, Oct. 13* 6:00 AMNFIB Index of Small Business OptimismSep--98.7* 10:00 AMExisting Home SalesSep-4.0M4.0M* 2:00 PMMonthly Treasury BalanceSep---167BWednesday, Oct. 14* 8:30 AMCPISep-0.6%0.
CNBC Connects the Dots Between Gold and the Yuan
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: CPI, PPIMonday, Oct. 12* No events scheduledTuesday, Oct. 13* 6:00 AMNFIB Index of Small Business OptimismSep--98.7* 10:00 AMExisting Home SalesSep-4.0M4.0M* 2:00 PMMonthly Treasury BalanceSep---167BWednesday, Oct. 14* 8:30 AMCPISep-0.6%0.
Silver Ripe for a Reversal?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: CPI, PPIMonday, Oct. 12* No events scheduledTuesday, Oct. 13* 6:00 AMNFIB Index of Small Business OptimismSep--98.7* 10:00 AMExisting Home SalesSep-4.0M4.0M* 2:00 PMMonthly Treasury BalanceSep---167BWednesday, Oct. 14* 8:30 AMCPISep-0.6%0.
Founders Pod: What Will “Unstick” Silver?
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** NO FOUNDERS DISCUSSION TODAY **Find attached a complete video walkthrough of this report as well as some commentary on both the ZH and TME analyses to complement the original report (which is) below. A written version will be released for Premiu
Gold: It’s Probably Too Late for LBMA
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspec
Gold: China and Russia Buy the Dip Again
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspec
China Sets the Gold Price Now
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspec
Here’s Why The LBMA is in Big Trouble
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Title story at bottom of postFeatured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan p
Bessent Backtracks: “I Can’t Control the Bond Market”
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspectiv
Founders: CFTC CoT Discussion and Technical comments
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* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: Bond commentWHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?Some charts by Founder Randy Brown* Day 1-
THIS Is What Financial Repression Looks Like
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWed
This is Gold’s Sell-Season. Buy-Season is Next
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWedn
JPM: Copper Prices Face a Triple Threat
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWedn
Here’s What Happened in Gold Yesterday
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWedn
Miners: Canada’s Tax Change Transforms Them
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWedn
Founders: Why Canada’s Mining Proposal is “Transformative”
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/subscribeFounders Housekeeping: Due to spotty connectivity No Founders discussion todayCanada is proposing a permanent 100% first-year write-off for much of miners’ capital spending, and GoldFix sees the same capex incentive that helped ignite America’s AI i
Silver: 5 Years of Supply Left ?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Se
Migratory Replacement is Here
Housekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Services PMISep-55.956.8Thursday, Sep. 24* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196
Gold: Jefferies’ Chris Wood Says $10,000 is Inevitable
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Se
Shanghai Controls Silver Pricing Now
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Se
Saudis Quit Brics Project; What it Means
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Se
Founders: Why Silver Wants to Go Up
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* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: silver macro ideaWHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?Some charts by Founder Randy Brown* Da
Rick Rule: Unlocking the Power of Compounding in Resources and the Importance of Long-Term Thinking
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comIn this week's GoldFix Competent Investor interview, Tom Bodrovics sits down with Rick Rule. Rule argues a dollar that buys less is inevitable: with $40 trillion of on-balance-sheet debt and $120 trillion in off-balance-sheet liabilities, Washington will inflate rather than default, a replay of the 1970s. Physical
The Silver Interest is (Very) Bullish
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Fed Decision DayMonday, Sep. 14Tuesday, Sep. 15* 8:30 AMEmpire State Manufacturing SurveyWednesday, Sep. 16* 8:30 AMRetail SalesAug.-0.8%-0.6%* 8:30 AMImport PricesAug.--0.1%-0.4%* 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%0%* 10:00
Breaking Down Goldman’s Gold Prediction
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Fed Decision DayMonday, Sep. 14Tuesday, Sep. 15* 8:30 AMEmpire State Manufacturing SurveyWednesday, Sep. 16* 8:30 AMRetail SalesAug.-0.8%-0.6%* 8:30 AMImport PricesAug.--0.1%-0.4%* 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%0%* 10:00
Goldman: One (Rate Hike) and Done
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Fed Decision DayMonday, Sep. 14Tuesday, Sep. 15* 8:30 AMEmpire State Manufacturing SurveyWednesday, Sep. 16* 8:30 AMRetail SalesAug.-0.8%-0.6%* 8:30 AMImport PricesAug.--0.1%-0.4%* 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%0%* 10:00
China’s Gold Plan Threatens Bessent’s Balancing Act
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Fed Decision DayMonday, Sep. 14No events scheduledTuesday, Sep. 15* 8:30 AMEmpire State Manufacturing SurveyWednesday, Sep. 16* 8:30 AMRetail SalesAug.-0.8%-0.6%* 8:30 AMImport PricesAug.--0.1%-0.4%* 10:00 AMManufacturing & Trade: Inventories
Dollar Strength Will Kill Gold Until Fed Day
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Fed Decision DayMonday, Sep. 14No events scheduledTuesday, Sep. 15* 8:30 AMEmpire State Manufacturing SurveyWednesday, Sep. 16* 8:30 AMRetail SalesAug.-0.8%-0.6%* 8:30 AMImport PricesAug.--0.1%-0.4%* 10:00 AMManufacturing & Trade: Inventories
China Continues to Buy Gold; Drawing Trendlines
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: CPIMONDAY, SEPTEMBER 7* Labor Day, US markets closedTUESDAY, SEPTEMBER 8* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)* 3p Consumer Credit (Jul.) (prev 14.2B)WEDNESDAY, SEPTEMBER 9* No major US releasesTHURSDAY, SEPTEMBER 10*
How They Suppress Silver— Whack-a-Mole
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: CPIMONDAY, SEPTEMBER 7* Labor Day, US markets closedTUESDAY, SEPTEMBER 8* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)* 3p Consumer Credit (Jul.) (prev 14.2B)WEDNESDAY, SEPTEMBER 9* No major US releasesTHURSDAY, SEPTEMBER 10*
Here is China’s Plan for Gold.
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: CPIMONDAY, SEPTEMBER 7* Labor Day, US markets closedTUESDAY, SEPTEMBER 8* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)* 3p Consumer Credit (Jul.) (prev 14.2B)WEDNESDAY, SEPTEMBER 9* No major US releasesTHURSDAY, SEPTEMBER 10*
Gold and Silver Reloaded for New Highs
Housekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, SEPTEMBER 7* Labor Day, US markets closedTUESDAY, SEPTEMBER 8* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)* 3p Consumer Credit (Jul.) (prev 14.2B)WEDNESDAY, SEPTEMBER 9* No major US releasesTHURSDAY, SEPTEMBER 10* 8:30a Weekly Jobless Claims (Sept. 5) (prev 206K)* 8:30a PPI (Aug.) (prev 0%)* 8:
Founders: Sunday CFTC Discussion
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* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: Macro fund world now WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?Some charts by Founder Randy Brown
Why is the US Losing Gold Custody?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, SEPTEMBER 7* Labor Day, US markets closedTUESDAY, SEPTEMBER 8* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)* 3p Consumer Credit (Jul.) (prev 14.2B)WEDNESDAY, SEPTEMBER 9* No major US releasesTHURSDAY, SEPTEMBER 10
Doomberg: Russia Still Holds The Key to Inflation and Millions Freezing this Winter
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comPlease enjoy the latest interview by Tom Bodrovics in our GoldFix/Competent Investor seriesThe Doomberg Interview with Tom BodrovicsTom Bodrovics of the Competent Investor speaks with Doomberg about how the Ukraine war is reshaping global energy markets and raising the risk of another inflationary shock. Doomberg
UBS: Gold Rally Not Done Yet
Housekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment/ NFPMonday, Aug. 31* No events scheduledTuesday, Sep. 1* 9:45 AMUS Manufacturing PMIAug.--53.9* 10:00 AMISM Report On Business Manufacturing PMIAug.-55.155.6* 10:00 AMConstruction SpendingJul.--0.1%-0.1%* 10:00 AMJob Openings & Labor Turnover SurveyJul.-7.4M7.4MWednesday, Sep. 2* 8:15 AMADP National Employment
Netherlands Is Pulling Gold From America. Here’s What It Means
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment/ NFPMonday, Aug. 31* No events scheduledTuesday, Sep. 1* 9:45 AMUS Manufacturing PMIAug.--53.9* 10:00 AMISM Report On Business Manufacturing PMIAug.-55.155.6* 10:00 AMConstruction SpendingJul.--0.1%-0.1%* 10:00 AMJob Openings &
Gold: Dollar Debasement Works Both Ways
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment/ NFPMonday, Aug. 31* No events scheduledTuesday, Sep. 1* 9:45 AMUS Manufacturing PMIAug.--53.9* 10:00 AMISM Report On Business Manufacturing PMIAug.-55.155.6* 10:00 AMConstruction SpendingJul.--0.1%-0.1%* 10:00 AMJob Openings &
Gas Prices are High, But The Real Problem is Diesel
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment/ NFPMonday, Aug. 31* No events scheduledTuesday, Sep. 1* 9:45 AMUS Manufacturing PMIAug.--53.9* 10:00 AMISM Report On Business Manufacturing PMIAug.-55.155.6* 10:00 AMConstruction SpendingJul.--0.1%-0.1%* 10:00 AMJob Openings &
Gold: $5100 Call-Buyers Keep Bull Intact for Now
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment/ NFPMonday, Aug. 31* No events scheduledTuesday, Sep. 1* 9:45 AMUS Manufacturing PMIAug.--53.9* 10:00 AMISM Report On Business Manufacturing PMIAug.-55.155.6* 10:00 AMConstruction SpendingJul.--0.1%-0.1%* 10:00 AMJob Openings &
Silver Breaks Through $70 Waiting for Warsh
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Monday, Aug. 24* No events scheduledTuesday, Aug. 25* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJun.--0.9%* 10:00 AMNew Home SalesJul.--628K* 10:00 AMConference Bd - Consumer ConfidenceAug.--90.8Wednesday, Aug. 26* 8:30 AMDurable GoodsJu
Druckenmiller: Beware of Full-Blown YCC
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Monday, Aug. 24* No events scheduledTuesday, Aug. 25* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJun.--0.9%* 10:00 AMNew Home SalesJul.--628K* 10:00 AMConference Bd - Consumer ConfidenceAug.--90.8Wednesday, Aug. 26* 8:30 AMDurable GoodsJu
How China Will Make The World Use Yuan
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Monday, Aug. 24* No events scheduledTuesday, Aug. 25* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJun.--0.9%* 10:00 AMNew Home SalesJul.--628K* 10:00 AMConference Bd - Consumer ConfidenceAug.--90.8Wednesday, Aug. 26* 8:30 AMDurable GoodsJu
Gold: Banks Get Bullish as Fidelity Doubles Exposure
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Monday, Aug. 24* No events scheduledTuesday, Aug. 25* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJun.--0.9%* 10:00 AMNew Home SalesJul.--628K* 10:00 AMConference Bd - Consumer ConfidenceAug.--90.8Wednesday, Aug. 26* 8:30 AMDurable GoodsJu
Hartnett: “Long gold remains the cleanest dollar debasement trade”
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: good morning.
Silver at $75.00 in Seventy-Five Days
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMonday, Aug. 17* 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6* 10:00 AMNAHB Housing Market IndexAug.-3334Tuesday, Aug. 18* 8:30 AMHousing StartsJul.-1.3M1.4M* 8:30 AMImport PricesJul.-0.1%0.3%* 9:15 AMIndustrial Production, M/M%Ju
Gold at $4500: “Not the Last Price Spike”
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMonday, Aug. 17* 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6* 10:00 AMNAHB Housing Market IndexAug.-3334Tuesday, Aug. 18* 8:30 AMHousing StartsJul.-1.3M1.4M* 8:30 AMImport PricesJul.-0.1%0.3%* 9:15 AMIndustrial Production, M/M%Ju
Breaking: US To Take Custody of Venezuela’s $4.3 Billion Gold
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMonday, Aug. 17* 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6* 10:00 AMNAHB Housing Market IndexAug.-3334Tuesday, Aug. 18* 8:30 AMHousing StartsJul.-1.3M1.4M* 8:30 AMImport PricesJul.-0.1%0.3%* 9:15 AMIndustrial Production, M/M%Ju
Why Gold Belongs in a Class of Its Own
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMonday, Aug. 17* 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6* 10:00 AMNAHB Housing Market IndexAug.-3334Tuesday, Aug. 18* 8:30 AMHousing StartsJul.-1.3M1.4M* 8:30 AMImport PricesJul.-0.1%0.3%* 9:15 AMIndustrial Production, M/M%Ju
Founders Sunday Discussion
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/subscribeHousekeeping: MSTrader and GSTrader at bottom on equities* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: still range boundWHO CONTROLLED DIRECTION AND WHO INCREA
Silver's Bull Re-Engages Above $64.92
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMonday, Aug. 17* 8:30 AMEmpire State Manufacturing SurveyAug.-1215.6* 10:00 AMNAHB Housing Market IndexAug.-3334Tuesday, Aug. 18* 8:30 AMHousing StartsJul.-1.3M1.4M* 8:30 AMImport PricesJul.-0.1%0.3%* 9:15 AMIndustrial Production, M/M%Ju
China Is Building a New Gold and Currency Order
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, AUGUST 10* 9:45a Cleveland Fed Inflation Expectations (prev 3.7%)* 3p FOMC Member Hammack SpeaksTUESDAY, AUGUST 11* 10a Existing Home Sales (prev 4.09M → est 4.05M)WEDNESDAY, AUGUST 12* 8:30a Core CPI m/m (prev 0.0% → est 0.2%)
Silver: Was That the Top (For Now)?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, AUGUST 10* 9:45a Cleveland Fed Inflation Expectations (prev 3.7%)* 3p FOMC Member Hammack SpeaksTUESDAY, AUGUST 11* 10a Existing Home Sales (prev 4.09M → est 4.05M)WEDNESDAY, AUGUST 12* 8:30a Core CPI m/m (prev 0.0% → est 0.2%)
Gold Breaks $4400, Silver $66 With Inflation Expected to Cool
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, AUGUST 10* 9:45a Cleveland Fed Inflation Expectations (prev 3.7%)* 3p FOMC Member Hammack SpeaksTUESDAY, AUGUST 11* 10a Existing Home Sales (prev 4.09M → est 4.05M)WEDNESDAY, AUGUST 12* 8:30a Core CPI m/m (prev 0.0% → est 0.2%)
Silver Could Hit $68.72 and Gold $4,500 Next
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, AUGUST 10* 9:48a Cleveland Fed Inflation Expectations (prev 3.7%)* 3p FOMC Member Hammack SpeaksTUESDAY, AUGUST 11* 10a Existing Home Sales (prev 4.09M → est 4.05M)WEDNESDAY, AUGUST 12* 8:30a Core CPI m/m (prev 0.0% → est 0.2%)
Founders: Sunday CFTC Discussion
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/subscribeVideo piece covering this data:
China Leaves LBMA For Hong Kong
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, AUG. 10 None scheduled TUESDAY, AUG. 11 * 6:00 am NFIB optimism index July 97.2 97.4 * 10:00 am Existing home sales July 4.01 million 4.09 million WEDNESDAY, AUG. 12 * 8:30 am Consumer price index July 0.1% -0.4% * 8:30 am CPI yea
Silver up 5% as Physical Demand Triggers CTA Panic
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: UnemploymentMONDAY, AUGUST 3* 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8)* 10a ISM Manufacturing PMI (prev 53.3 → est 54.0)* 10a ISM Manufacturing Prices (prev 73.0 → est 70.0)* 10a Construction Spending m/m (prev 0.1% → est 0.2
Recap: Gold Closes up $171; Up Another $20 Today
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: UnemploymentMONDAY, AUGUST 3* 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8)* 10a ISM Manufacturing PMI (prev 53.3 → est 54.0)* 10a ISM Manufacturing Prices (prev 73.0 → est 70.0)* 10a Construction Spending m/m (prev 0.1% → est 0.2
Silver, Gold Breakout, Soar 2 to 4 %
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: UnemploymentMONDAY, AUGUST 3* 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8)* 10a ISM Manufacturing PMI (prev 53.3 → est 54.0)* 10a ISM Manufacturing Prices (prev 73.0 → est 70.0)* 10a Construction Spending m/m (prev 0.1% → est 0.2
Bank: "Gold's Explosive Phase Intact"
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: UnemploymentMONDAY, AUGUST 3* 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8)* 10a ISM Manufacturing PMI (prev 53.3 → est 54.0)* 10a ISM Manufacturing Prices (prev 73.0 → est 70.0)* 10a Construction Spending m/m (prev 0.1% → est 0.2
Gold Should Move Large if it Breaks These Levels
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Nonfarm EmploymentMONDAY, AUGUST 3* 9:45 am S&P final U.S. manufacturing PMI July -- 53.9 * 10:00 am ISM manufacturing July 54.0% 53.3% * 10:00 am Construction spending June 0.3% 0.1% * TBA Auto sales July -- 16.5 millionTUESDAY, AUGUST 4* 8
Tether Gold's Islamic IPO Arrives
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 27* 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%)* 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%)TUESDAY, JULY 28* 8:30a Advanced retail inventories (June) (prev 0.5% → act 0
Bonds, Gold Punish Warsh's Non-Hike
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 27* 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%)* 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%)TUESDAY, JULY 28* 8:30a Advanced retail inventories (June) (prev 0.5% → act 0
Will The Fed Hike and Dump Gold Today?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 27* 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%)* 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%)TUESDAY, JULY 28* 8:30a Advanced retail inventories (June) (prev 0.6%)* 9a S&
JPMorgan's Oil Warning
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 27* 8:30a Durable-goods orders (June) (prev -4.5% → est 2.1%)* 8:30a Durable-goods minus transportation (June) (prev 1.3%)TUESDAY, JULY 28* 8:30a Advanced retail inventories (June) (prev 0.6%)* 9a S&P Case-Shiller home pr
Gold Trader: "I Think It's Time to Start Nibbling"
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 27* 8:30a Durable-goods orders (June) (prev -4.5% → est 2.1%)* 8:30a Durable-goods minus transportation (June) (prev 1.3%)TUESDAY, JULY 28* 8:30a Advanced retail inventories (June) (prev 0.6%)* 9a S&P Case-Shiller home pr
Founders CFTC CoT Sunday Video
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
Luke Gromen: China’s Domination During the US’s Middle East Distraction
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comThe following is a special presentation of the GoldFix/Competent Man Interview Joint Venture:Luke Gromen, president of Forest for the Trees, joins Tom Bodrovics to discuss the fiscal and monetary pressures facing the United States. With national debt at $39.5 trillion and rates elevated, Gromen argues policymakers
Gold Bounces, Needs to Break $4068 as Oil Retreats
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: InitialMONDAY, JULY 20* 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0% → act -0.2%)TUESDAY, JULY 21* No major US releasesWEDNESDAY, JULY 22* No major US releasesTHURSDAY, JULY 23* 8:30a Initial jobless claims (July 18) (
Rick Rule: Why the Metals Aren't Dead and When I'm Buying More
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comRick Rule reflects on his recent investment symposium, where seasoned gold investors viewed the 30% price decline as a buying opportunity while newer participants remained uneasy. He also noted that quality mining companies continue to attract capital, increasingly from majors and family offices rather than specul
Hong Kong Expands Gold Corridor
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: MONDAY, JULY 20* 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0%)TUESDAY, JULY 21* No major US releasesWEDNESDAY, JULY 22* No major US releasesTHURSDAY, JULY 23* 8:30a Initial jobless claims (July 18) (prev 208,000 → est
China 'Secretly' Stacked 48 Tonnes of Gold in May
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: MONDAY, JULY 20* 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0%)TUESDAY, JULY 21* No major US releasesWEDNESDAY, JULY 22* No major US releasesTHURSDAY, JULY 23* 8:30a Initial jobless claims (July 18) (prev 208,000 → est
Gold's Bull Market on Pause
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, JULY 13* 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks* 12:30p Federal Reserve governor Christopher Waller speaksTUESDAY, JULY 14* 8:30a Consumer price index (June) (prev 0.5% → est -0.2% → act -0.4%)* 8
Bessent's Fort Knox Showdown
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, JULY 13* 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks* 12:30p Federal Reserve governor Christopher Waller speaksTUESDAY, JULY 14* 8:30a Consumer price index (June) (prev 0.5% → est -0.2% → act -0.4%)* 8
Gold Rallies $50 on CPI
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, JULY 13* 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks* 12:30p Federal Reserve governor Christopher Waller speaksTUESDAY, JULY 14* 8:30a Consumer price index (June) (prev 0.5% → est -0.2%)* 8:30a CPI yea
CPI Expected to Cool, But Not Really
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPIMONDAY, JULY 13* 5:25a Federal Reserve Vice Chair for Supervision Michelle Bowman speaks* 12:30p Federal Reserve governor Christopher Waller speaksTUESDAY, JULY 14* 8:30a Consumer price index (June) (prev 0.5% → est -0.2%)* 8:30a CPI yea
Copper to Soar, Silver to Sink?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: CPI/ PPI Warsh SpeaksMONDAY, JULY 13* 12:30p Fed Waller Speaks* 2:00 pm Monthly U.S. federal budgetTUESDAY, July 14* 8:30 am Consumer price index June* 10:00 am Federal Reserve Chairman Kevin Warsh testifies to CongressWEDNESDAY, JULY 15* 8:
Gold's Bull-Bear Battle Has Just Begun
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 6TUESDAY, JULY 7WEDNESDAY, JULY 8THURSDAY, JULY 9FRIDAY, JULY 10* none scheduled ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
Mining: Genesis Leapfrogs Regis For Vault Minerals
Housekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: FOMCMONDAY, JULY 6* No major US releasesTUESDAY, JULY 7* 9:45a S&P Global Services PMI (prev 51.3 → est 51.3)* 10a ISM Non-Manufacturing PMI (prev 54.5 → est 54.2)* 11a Fed Waller SpeaksWEDNESDAY, JULY 8* 7a FOMC Member Bowman Speaks* 8:30a Trade Balance (prev -54.60B → est -78.30B)THURSDAY, JULY 9* 2p FOMC Meeting Minute
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