GoldFix

Stocks Crushed With Gold (and Miners) Strong

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! ZeroHedge on Stocks here Featured Analysis: In Other News: Data on Deck: Unemployment Report Monday, Nov. 2 * 9:45 AMUS Manufacturing PMIOct.--55.9 * 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5 * 10:00 AMConstruction SpendingSep-0.4%0.9% Tuesday, Nov. 3 * 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M * 10:00 AMFactory OrdersSep-1.5%0.1% Wednesday, Nov. 4 * 8:15 AMADP National Employment ReportOct.--90,000 * 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B * 9:45 AMUS Services PMIOct.--58.8 * 10:00 AMISM Report On Business Services PMIOct.-54.654.9 Thursday, Nov. 5 * 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4% * 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K * 8:50 AMFed speech: Cleveland Fed President Beth Hammack---- Friday, Nov. 6 * 8:30 AMEmployment ReportOct.-55K29K * 8:30 AMUnemployment RateOct.-4.2%4.2% * 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1% * 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0% * 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event---- * 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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Gold Shorts Scramble as Silver Breaks Higher

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Unemployment Report Monday, Nov. 2 * 9:45 AMUS Manufacturing PMIOct.--55.9 * 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5 * 10:00 AMConstruction SpendingSep-0.4%0.9% Tuesday, Nov. 3 * 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M * 10:00 AMFactory OrdersSep-1.5%0.1% Wednesday, Nov. 4 * 8:15 AMADP National Employment ReportOct.--90,000 * 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B * 9:45 AMUS Services PMIOct.--58.8 * 10:00 AMISM Report On Business Services PMIOct.-54.654.9 Thursday, Nov. 5 * 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4% * 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K * 8:50 AMFed speech: Cleveland Fed President Beth Hammack---- Friday, Nov. 6 * 8:30 AMEmployment ReportOct.-55K29K * 8:30 AMUnemployment RateOct.-4.2%4.2% * 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1% * 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0% * 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event---- * 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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King Kong: "Watergate Times 100" and Gold Hasn't Priced It In

In this GoldFix interview, Vince Lanci sits down with Eric “King Kong” Yeung, who joins from Hong Kong. Eric argues the Democrats’ midterm sweep is not yet priced in, and compares what comes next to Nixon and Carter, when presidents lost control and gold repriced. They then walk through Project Ensemble, Hong Kong’s new gold hub, the LBMA and Bank of England collateral push, and why tokenization matters for rehypothecation and gold as HQLA. Eric also shares what he is seeing on the ground in Hong Kong. 00:00 The election, and what is not priced in 02:12 Lame duck and the Nixon parallel 06:06 When gold disconnects from equities 07:02 Semi-tightening and a president losing control 13:37 Gridlock, the Fed and data centers 15:21 The Gerald Ford risk for gold 17:30 Gold revaluation 19:33 What Project Ensemble is 21:14 Hong Kong's new gold hub 22:46 How China rolls things out versus the West 25:07 Tokenization and limited rehypothecation 29:12 The Ming Dynasty silver lesson 33:51 Gold as stable collateral, price discovery first 37:03 LBMA and Bank of England gold collateral 37:33 Tier 1 capital versus HQLA 41:08 Haircuts: gold versus US Treasuries 46:28 Gold, the RMB and project finance 49:49 Survival, not winning: why China needs gold collateral 55:27 Why Eric holds gold, silver and miners 1:00:03 What is changing on the ground in Hong Kong 1:04:29 Bloomberg, Singapore and Hong Kong jobs 1:08:21 Where to find Eric 1:08:42 How Vince and Eric write together Follow Eric: @KingKong9888 on X | Eric Yeung on Substack 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

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Gold Jumps $115 on Dem “Blue Tsunami”

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Unemployment Report Monday, Nov. 2 * 9:45 AMUS Manufacturing PMIOct.--55.9 * 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5 * 10:00 AMConstruction SpendingSep-0.4%0.9% Tuesday, Nov. 3 * 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M * 10:00 AMFactory OrdersSep-1.5%0.1% Wednesday, Nov. 4 * 8:15 AMADP National Employment ReportOct.--90,000 * 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B * 9:45 AMUS Services PMIOct.--58.8 * 10:00 AMISM Report On Business Services PMIOct.-54.654.9 Thursday, Nov. 5 * 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4% * 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K * 8:50 AMFed speech: Cleveland Fed President Beth Hammack---- Friday, Nov. 6 * 8:30 AMEmployment ReportOct.-55K29K * 8:30 AMUnemployment RateOct.-4.2%4.2% * 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1% * 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0% * 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event---- * 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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Gold, Silver CTAs: Shortest They’ve Been in 12 Months

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Unemployment Report Monday, Nov. 2 * 9:45 AMUS Manufacturing PMIOct.--55.9 * 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5 * 10:00 AMConstruction SpendingSep-0.4%0.9% Tuesday, Nov. 3 * 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M * 10:00 AMFactory OrdersSep-1.5%0.1% Wednesday, Nov. 4 * 8:15 AMADP National Employment ReportOct.--90,000 * 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B * 9:45 AMUS Services PMIOct.--58.8 * 10:00 AMISM Report On Business Services PMIOct.-54.654.9 Thursday, Nov. 5 * 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4% * 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K * 8:50 AMFed speech: Cleveland Fed President Beth Hammack---- Friday, Nov. 6 * 8:30 AMEmployment ReportOct.-55K29K * 8:30 AMUnemployment RateOct.-4.2%4.2% * 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1% * 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0% * 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event---- * 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern Goldman’ Gold CTA Analysis

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Media: The Real Story with Michelle Makori

In this interview, Michelle Makori of Miles Franklin Media sits down with GoldFix publisher Vince Lanci on the sell-off in gold and silver, the cracks showing in credit and Treasury markets, and why he sees $10,000 gold with 10% inflation inside the next two to five years. Vince explains why the metals are falling into rising inflation and geopolitical risk, names the levels where he is preparing to buy (gold $3,500 to $3,800, silver $43 to $48), and walks through China's Hong Kong gold build-out and the tokenization of physical metals. Timestamps: 00:00 Coming Up 01:37 Introduction 03:43 Why Metals Are Selling 07:43 Fed Warsh Macro Shift 16:42 Something Is Breaking 19:48 Less Fed Handholding 24:37 War Oil And Gold Link 28:37 Deploying Dry Powder 32:12 Europe Inflation Lagarde 41:42 Europe unrest and ECB shift 43:05 Binance hack shockwaves 45:01 UAE Trump Binance ties 47:33 Decentralization myth exposed 49:40 Bitcoin vs custody risks 53:12 Fusion made gold debate 01:01:24 Ghana joins BRICS 01:03:16 China pivots to Hong Kong gold 01:09:00 LME tokenized metals 01:15:59 Biggest risks for gold 01:22:05 Wrap up and where to follow Miles Franklin Media | Michelle Makori GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. 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

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London vs. Hong Kong: The Race to Make Gold Money Again

Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Unemployment Report Monday, Nov. 29:45 AMUS Manufacturing PMIOct.--55.910:00 AMISM Report On Business Manufacturing PMIOct.-54.554.510:00 AMConstruction SpendingSep-0.4%0.9% Tuesday, Nov. 310:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M10:00 AMFactory OrdersSep-1.5%0.1% Wednesday, Nov. 48:15 AMADP National Employment ReportOct.--90,0008:30 AMU.S. Trade BalanceSep--107.8B-105.6B9:45 AMUS Services PMIOct.--58.810:00 AMISM Report On Business Services PMIOct.-54.654.9 Thursday, Nov. 58:30 AMPreliminary Productivity and Costs3Q-2.5%1.4%8:30 AMWeekly Jobless ClaimsOct. 31-198K194K8:50 AMFed speech: Cleveland Fed President Beth Hammack---- Friday, Nov. 68:30 AMEmployment ReportOct.-55K29K8:30 AMUnemployment RateOct.-4.2%4.2%8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1%8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0%9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event----10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.312:15 PMFed speech: Fed governor Michelle Bowman----3:00 PMConsumer CreditSep-11.5B8.3B GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern 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

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Adam Hamilton: Gold Cracks Below $4,000 | Buy Signal or Trap?

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com In this week's GoldFix Competent Investor interview, Tom Bodrovics sits down with Adam Hamilton. The Zeal LLC founder explains why gold's break below $4,000 stopped him out of positions, and walks through the backwards war trade: war pushes oil up, rate hike odds rise, the dollar strengthens and gold gets crushed. He rejects the sterile asset argument with data from every Fed hike cycle since 1971, calls gold miners wildly profitable at 11 to 13 times earnings, and in an 18 minute bonus section for subscribers lays out how he builds a gold stock portfolio. Timestamps: 00:00:00 - Intro: Adam Hamilton on Gold Markets 00:00:34 - Gold's Breakdown Below $4,000 00:03:26 - Potential Catalyst for Gold Plunge 00:06:50 - Anomalous Backward War Trade 00:10:29 - France's Debt Crisis Impact 00:12:15 - High Rates as Gold Tailwind? 00:16:19 - Gold Seasonality and Tax Loss Selling 00:18:27 - Gold Miners' Profitability at $4,000 00:21:16 - Risk of Diesel Shortages for Miners 00:23:28 - Who's Buying at Oversold Levels? 00:25:59 - Fed Rate Cuts: What Would Trigger? 00:28:06 - Midterm Election Impact on Trump 00:30:05 - Biggest Market Risks: AI Bubble 00:33:36 - Bonus Section: Building a Gold Stock Portfolio 00:37:25 - Explorers vs Producers and the Lassonde Curve 00:40:13 - Weighing Jurisdictional Risk 00:42:20 - Balancing Risk and Trailing Stops 00:47:12 - The Case for a 5 to 10% Gold Allocation 00:49:18 - What Would Make Adam Bearish on Gold? 00:50:40 - Adam's Products and Contact Info

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The Next Metals Boom Belongs to Physical Owners

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Transcript of opening monologue at bottom. Featured Analysis: In Other News: Data on Deck: Fed Week, PCE, GDP Monday, Oct. 26No events scheduled Tuesday, Oct. 27 * 8:30 AMDurable GoodsSep-1.2%0%9:00 AMS&P Cotality Case-Shiller Home Px IndexAug.--0.0% * 10:00 AMNew Home SalesSep-655K684K * 10:00 AMConference Bd - Consumer ConfidenceOct.-81.281.9 * TBA U.S. Federal Open Market Committee meeting??? Wednesday, Oct. 28 * 8:30 AMAdvance U.S. Trade Balance in GoodsSep---132.6B * 8:30 AMWholesale InventoriesSep--0.7% * 8:30 AMRetail InventoriesSep--0.3% * 2:00 PMU.S. interest rate decision---3.75%-4% Thursday, Oct. 29 * 8:30 AMAdvance estimate GDP3Q-3.2%2.2% * 8:30 AMWeekly Jobless ClaimsOct. 24-200K194K * 8:30 AMPersonal Income, M/M%Sep-0.3%0.2% * 8:30 AMConsumer Spending, M/M%Sep-0.6%0.9% * 8:30 AMPCE Price Idx, M/M%Sep-0.5%0.3% * 8:30 AMPCE Price Idx, Y/Y%Sep-3.7%3.4% * 8:30 AMPCE Core Price Idx, M/M%Sep-0.3%0.2% * 8:30 AMPCE Core Price Idx, Y/Y%Sep-3.1%3% Friday, Oct. 30 * 8:30 AMEmployment Cost Index3Q-0.8%0.9% * 9:45 AMChicago Business Barometer - ISM-Chicago Business Survey - Chicago PMIOct.--58.8 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern The Next Metals Boom Belongs to Physical Owners

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The Fed's 1970s Nightmare Returns

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Transcript of opening monologue at bottom. Featured Analysis: In Other News: Data on Deck: Fed Week, PCE, GDP Monday, Oct. 26No events scheduled Tuesday, Oct. 27 * 8:30 AMDurable GoodsSep-1.2%0%9:00 AMS&P Cotality Case-Shiller Home Px IndexAug.--0.0% * 10:00 AMNew Home SalesSep-655K684K * 10:00 AMConference Bd - Consumer ConfidenceOct.-81.281.9 * TBA U.S. Federal Open Market Committee meeting??? Wednesday, Oct. 28 * 8:30 AMAdvance U.S. Trade Balance in GoodsSep---132.6B * 8:30 AMWholesale InventoriesSep--0.7% * 8:30 AMRetail InventoriesSep--0.3% * 2:00 PMU.S. interest rate decision---3.75%-4% Thursday, Oct. 29 * 8:30 AMAdvance estimate GDP3Q-3.2%2.2% * 8:30 AMWeekly Jobless ClaimsOct. 24-200K194K * 8:30 AMPersonal Income, M/M%Sep-0.3%0.2% * 8:30 AMConsumer Spending, M/M%Sep-0.6%0.9% * 8:30 AMPCE Price Idx, M/M%Sep-0.5%0.3% * 8:30 AMPCE Price Idx, Y/Y%Sep-3.7%3.4% * 8:30 AMPCE Core Price Idx, M/M%Sep-0.3%0.2% * 8:30 AMPCE Core Price Idx, Y/Y%Sep-3.1%3% Friday, Oct. 30 * 8:30 AMEmployment Cost Index3Q-0.8%0.9% * 9:45 AMChicago Business Barometer - ISM-Chicago Business Survey - Chicago PMIOct.--58.8 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern The 1979 Confession That Still Haunts the Fed Warsh Just Reopened the Fed’s Most Uncomfortable Chapter

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Why Does Jamie Dimon Want Foreign Gold to Stay in America?

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Fed Week, PCE, GDP Monday, Oct. 26No events scheduled Tuesday, Oct. 27 * 8:30 AMDurable GoodsSep-1.2%0%9:00 AMS&P Cotality Case-Shiller Home Px IndexAug.--0.0% * 10:00 AMNew Home SalesSep-655K684K * 10:00 AMConference Bd - Consumer ConfidenceOct.-81.281.9 * TBA U.S. Federal Open Market Committee meeting??? Wednesday, Oct. 28 * 8:30 AMAdvance U.S. Trade Balance in GoodsSep---132.6B * 8:30 AMWholesale InventoriesSep--0.7% * 8:30 AMRetail InventoriesSep--0.3% * 2:00 PMU.S. interest rate decision---3.75%-4% Thursday, Oct. 29 * 8:30 AMAdvance estimate GDP3Q-3.2%2.2% * 8:30 AMWeekly Jobless ClaimsOct. 24-200K194K * 8:30 AMPersonal Income, M/M%Sep-0.3%0.2% * 8:30 AMConsumer Spending, M/M%Sep-0.6%0.9% * 8:30 AMPCE Price Idx, M/M%Sep-0.5%0.3% * 8:30 AMPCE Price Idx, Y/Y%Sep-3.7%3.4% * 8:30 AMPCE Core Price Idx, M/M%Sep-0.3%0.2% * 8:30 AMPCE Core Price Idx, Y/Y%Sep-3.1%3% Friday, Oct. 30 * 8:30 AMEmployment Cost Index3Q-0.8%0.9% * 9:45 AMChicago Business Barometer - ISM-Chicago Business Survey - Chicago PMIOct.--58.8 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern The Only 2 Charts That Matter Right Now

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Chinese Households are Stacking This Dip

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: Right now VBS says be short Silver and Gold In Other News: Data on Deck: Fed Week, PCE, GDP Monday, Oct. 26No events scheduled Tuesday, Oct. 27 * 8:30 AMDurable GoodsSep-1.2%0%9:00 AMS&P Cotality Case-Shiller Home Px IndexAug.--0.0% * 10:00 AMNew Home SalesSep-655K684K * 10:00 AMConference Bd - Consumer ConfidenceOct.-81.281.9 * TBA U.S. Federal Open Market Committee meeting??? Wednesday, Oct. 28 * 8:30 AMAdvance U.S. Trade Balance in GoodsSep---132.6B * 8:30 AMWholesale InventoriesSep--0.7% * 8:30 AMRetail InventoriesSep--0.3% * 2:00 PMU.S. interest rate decision---3.75%-4% Thursday, Oct. 29 * 8:30 AMAdvance estimate GDP3Q-3.2%2.2% * 8:30 AMWeekly Jobless ClaimsOct. 24-200K194K * 8:30 AMPersonal Income, M/M%Sep-0.3%0.2% * 8:30 AMConsumer Spending, M/M%Sep-0.6%0.9% * 8:30 AMPCE Price Idx, M/M%Sep-0.5%0.3% * 8:30 AMPCE Price Idx, Y/Y%Sep-3.7%3.4% * 8:30 AMPCE Core Price Idx, M/M%Sep-0.3%0.2% * 8:30 AMPCE Core Price Idx, Y/Y%Sep-3.1%3% Friday, Oct. 30 * 8:30 AMEmployment Cost Index3Q-0.8%0.9% * 9:45 AMChicago Business Barometer - ISM-Chicago Business Survey - Chicago PMIOct.--58.8 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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Gold and Silver Draw Closer

Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Fed Week, PCE, GDP Monday, Oct. 26No events scheduled Tuesday, Oct. 27 * 8:30 AMDurable GoodsSep-1.2%0%9:00 AMS&P Cotality Case-Shiller Home Px IndexAug.--0.0% * 10:00 AMNew Home SalesSep-655K684K * 10:00 AMConference Bd - Consumer ConfidenceOct.-81.281.9 * TBA U.S. Federal Open Market Committee meeting??? Wednesday, Oct. 28 * 8:30 AMAdvance U.S. Trade Balance in GoodsSep---132.6B * 8:30 AMWholesale InventoriesSep--0.7% * 8:30 AMRetail InventoriesSep--0.3% * 2:00 PMU.S. interest rate decision---3.75%-4% Thursday, Oct. 29 * 8:30 AMAdvance estimate GDP3Q-3.2%2.2% * 8:30 AMWeekly Jobless ClaimsOct. 24-200K194K * 8:30 AMPersonal Income, M/M%Sep-0.3%0.2% * 8:30 AMConsumer Spending, M/M%Sep-0.6%0.9% * 8:30 AMPCE Price Idx, M/M%Sep-0.5%0.3% * 8:30 AMPCE Price Idx, Y/Y%Sep-3.7%3.4% * 8:30 AMPCE Core Price Idx, M/M%Sep-0.3%0.2% * 8:30 AMPCE Core Price Idx, Y/Y%Sep-3.1%3% Friday, Oct. 30 * 8:30 AMEmployment Cost Index3Q-0.8%0.9% * 9:45 AMChicago Business Barometer - ISM-Chicago Business Survey - Chicago PMIOct.--58.8 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern 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

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Here’s What Will Turn Silver Around

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Monday, Oct. 19 * 10:00 AMNAHB Housing Market IndexOct.-3132 Tuesday, Oct. 20 * 8:30 AMHousing StartsSep-1.3M1.3M * 10:00 AMPending Home Sales Idx, M/M%Sep--0.3%0.3% Wednesday, Oct. 21 * No events scheduled Thursday, Oct. 22 * 8:30 AMWeekly Jobless ClaimsOct. 17-200K199K * 10:00 AMLeading IndicatorsSep--0.1%-0.1% * 11:00 AMKansas City Fed SurveyOct.--20 Friday, Oct. 23 * 9:45 AMUS Flash Manufacturing PMIOct.-55.357 * 9:45 AMUS Flash Services PMIOct.-58.158.7 * 10:00 AMU. Michigan Final Consumer SurveyOct.-46.348.1 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern Why Does Silver Keep Falling? TL/DR;

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Gold Scandal Breaks Wide Open

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Monday, Oct. 19 * 10:00 AMNAHB Housing Market IndexOct.-3132 Tuesday, Oct. 20 * 8:30 AMHousing StartsSep-1.3M1.3M * 10:00 AMPending Home Sales Idx, M/M%Sep--0.3%0.3% Wednesday, Oct. 21 * No events scheduled Thursday, Oct. 22 * 8:30 AMWeekly Jobless ClaimsOct. 17-200K199K * 10:00 AMLeading IndicatorsSep--0.1%-0.1% * 11:00 AMKansas City Fed SurveyOct.--20 Friday, Oct. 23 * 9:45 AMUS Flash Manufacturing PMIOct.-55.357 * 9:45 AMUS Flash Services PMIOct.-58.158.7 * 10:00 AMU. Michigan Final Consumer SurveyOct.-46.348.1 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern List: GoldFix Reporting on The LBMA Faulty Operations

Peter Schiff: Worse Than 2008 | The $3 Trillion Mortgage Bomb

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com In this week's GoldFix Competent Investor interview, Tom Bodrovics sits down with Peter Schiff. Schiff argues the US is caught in a doom loop: rising rates swell the government's interest bill, which forces bigger deficits, which feed more inflation, ending in a sovereign debt crisis or hyperinflation. He sees the Fed behind the curve and calls the mortgage market worse than 2008, with trillions in unrealized losses on low-yield loans threatening lenders as home prices reset lower. He also covers Fannie and Freddie, gold and silver, AI, and why he expects the midterms to bring even larger deficits. Timestamps: 00:00:00 - Introduction 00:00:37 - Sovereign Debt Crisis Risks 00:03:25 - Inflation and Rate Hikes 00:08:04 - Market Reactions to Data 00:09:34 - Stock Market Breadth Concerns 00:11:50 - Mortgage Market Crisis 00:22:10 - Housing Wealth Effect Reversal 00:26:16 - Fannie Freddie Privatization 00:31:04 - Government Deficits and Taxes 00:42:24 - Gold Silver Investment Opportunities 00:49:20 - AI Impacts and Outlook 00:59:28 - Midterms & Concluding Thoughts

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Silver Output Remains Halted at Mexico’s San Dimas Mine

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Monday, Oct. 19 * 10:00 AMNAHB Housing Market IndexOct.-3132 Tuesday, Oct. 20 * 8:30 AMHousing StartsSep-1.3M1.3M * 10:00 AMPending Home Sales Idx, M/M%Sep--0.3%0.3% Wednesday, Oct. 21 * No events scheduled Thursday, Oct. 22 * 8:30 AMWeekly Jobless ClaimsOct. 17-200K199K * 10:00 AMLeading IndicatorsSep--0.1%-0.1% * 11:00 AMKansas City Fed SurveyOct.--20 Friday, Oct. 23 * 9:45 AMUS Flash Manufacturing PMIOct.-55.357 * 9:45 AMUS Flash Services PMIOct.-58.158.7 * 10:00 AMU. Michigan Final Consumer SurveyOct.-46.348.1 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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The World Wants Its Gold Back

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Monday, Oct. 19 * 10:00 AMNAHB Housing Market IndexOct.-3132 Tuesday, Oct. 20 * 8:30 AMHousing StartsSep-1.3M1.3M * 10:00 AMPending Home Sales Idx, M/M%Sep--0.3%0.3% Wednesday, Oct. 21 * No events scheduled Thursday, Oct. 22 * 8:30 AMWeekly Jobless ClaimsOct. 17-200K199K * 10:00 AMLeading IndicatorsSep--0.1%-0.1% * 11:00 AMKansas City Fed SurveyOct.--20 Friday, Oct. 23 * 9:45 AMUS Flash Manufacturing PMIOct.-55.357 * 9:45 AMUS Flash Services PMIOct.-58.158.7 * 10:00 AMU. Michigan Final Consumer SurveyOct.-46.348.1 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern Central Banks Keep Buying OTC Gold as Custody Debate Broadens

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Shelton's Gold Bonds: The Plumbing Behind a Gold Deal With China

Good morning. Over the last two weeks, Luke Gromen has been talking about how the gold market, the price of gold, could be used to facilitate or offset our debt and at the same time make peace in the trade wars with China. We agree fully with him and we’d like to offer some insight into how the mechanics of that could be happening right now, how the plumbing for that could be being built right now, and how the plumbing for that will mesh or intermingle to make what he’s talking about happen. The story this has to do with that describes the plumbing underlying what Luke is talking about is titled Judy Shelton’s Gold Bonds May Have Found Their Moment, which describes the bonds and how they would work for people who bought them and how they would work for the U.S. government. Her proposal, 50-year zero-coupon bonds redeemable in the owner’s choice of either dollars or gold bullion, could become an instrument in negotiations with China. Domestically, this idea is to use gold to make treasuries more attractive and reduce our borrowing costs. Investors get a treasury bond essentially with a gold option embedded in it. Internationally, There’s another possibility. If Treasuries take Shelton’s proposal seriously, and they should, (and her hiring also suggests it deserves attention), Eric Yeung, Luke Gromen, and I, from different points of view, see an opening. The U.S. could approach China and say, you want to make gold more liquid, correct? We can help by offering gold-linked Treasury bonds as collateral in your system. That could help turn China’s initiative into a global system with the U.S. participating and gold playing the larger role that it should. China would benefit if the arrangement supported higher gold prices, which it will. The U.S. would benefit by connecting gold’s appeal to the liquidity of the Treasury market. That’s the potential bargain. China expands gold’s financial role while the U.S. strengthens demand for its debt. I’m not saying this will happen. I’m saying that it’s feasible. And if we want to do this and we take what Judy Shelton is talking about seriously, something like that can be done. This plays into something that Eric Young and I talked about specifically over the last several months, and that is the fact that China... China wants gold to be a repo-able asset. China wants gold to be HQLA, a high quality liquid asset, internationally recognized, not just regionally recognized. And one of the ways to do that is for the U.S. to come in and say, well, we’ll let you make gold an internationally recognized high quality liquid asset if we bond it with the U.S. Treasury bond, because the U.S. Treasury bond is a high quality liquid asset. And if you take our 50 years zero coupon gold bonds, In your system, or Judy Shelton’s TPPs, Then what you have is you have the best of both worlds and you basically can create a hybrid situation where using gold’s appeal makes treasuries more attractive. Using gold, using treasuries liquidity makes gold more liquid. And you have a market that’s much more robust and internationally appealing, making concepts like m-bridge obsolete. 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

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Are There Too Many Silver Shorts?

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning! Featured Analysis: In Other News: Data on Deck: Monday, Oct. 19 * 10:00 AMNAHB Housing Market IndexOct.-3132 Tuesday, Oct. 20 * 8:30 AMHousing StartsSep-1.3M1.3M * 10:00 AMPending Home Sales Idx, M/M%Sep--0.3%0.3% Wednesday, Oct. 21 * No events scheduled Thursday, Oct. 22 * 8:30 AMWeekly Jobless ClaimsOct. 17-200K199K * 10:00 AMLeading IndicatorsSep--0.1%-0.1% * 11:00 AMKansas City Fed SurveyOct.--20 Friday, Oct. 23 * 9:45 AMUS Flash Manufacturing PMIOct.-55.357 * 9:45 AMUS Flash Services PMIOct.-58.158.7 * 10:00 AMU. Michigan Final Consumer SurveyOct.-46.348.1 GoldFix Members: Exclusive Bullion Pricing Now Available GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates Read full story ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern TL;DR- Shenzen Story

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