GoldFix
Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com
10
Silver’s Shorts Face a December Test
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! BiS selling means it’s not buy season yet.</p><p>Featured Analysis:</p><p></p><p>In Other News:</p><p>Data on Deck: CPI, PPI</p><p>Monday, Nov. 9</p><p>* 10:00 AMMonthly Wholesale TradeSep--0.5%</p><p>* 10:00 AMFederal Reserve Bank of Chicago President Austan Goolsbee speaks at Leadership Greater Chicago event----</p><p>* 12:15 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the Greater Greer Chamber of Commerce----</p><p>* 12:15 PMFed speech: Richmond Fed President Tom Ba...
Is Gold Being Spoofed Lower Again?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! BiS selling means it’s not buy season yet.</p><p>Featured Analysis:</p><p>In Other News:</p><p> </p><p>Data on Deck: CPI, PPI</p><p>Monday, Nov. 9</p><p>* 10:00 AMMonthly Wholesale TradeSep--0.5%</p><p>* 10:00 AMFederal Reserve Bank of Chicago President Austan Goolsbee speaks at Leadership Greater Chicago event----</p><p>* 12:15 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the Greater Greer Chamber of Commerce----</p><p>* 12:15 PMFed speech: Richmond Fed President Tom Ba...
Is Trump Nixon 2.0 For Gold?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! </p><p>Featured Analysis:</p><p>In Other News:</p><p> </p><p>Data on Deck: CPI, PPI</p><p>Monday, Nov. 9</p><p>* 10:00 AMMonthly Wholesale TradeSep--0.5%</p><p>* 10:00 AMFederal Reserve Bank of Chicago President Austan Goolsbee speaks at Leadership Greater Chicago event----</p><p>* 12:15 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the Greater Greer Chamber of Commerce----</p><p>* 12:15 PMFed speech: Richmond Fed President Tom Barkin----</p><p>Tuesday, Nov. 10</p><p>* 6:00 AMNFIB Index...
Founders: Banks Booked Profits, Time to Spec Long
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<br/><br/><p>Housekeeping: zoom link at bottom for 2pm ET</p><p>* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?</p><p>* WHAT DID EACH COHORT DO THIS WEEK?</p><p>* WHAT DID OPEN INTEREST DO?</p><p>* Personal: time to get long</p><p>WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?</p><p>Some charts by Founder Randy Brown</p><p>* Day 1- up/doji day, oi up 1.0k, longs net added<...
China Bought 25.8 Tons of Gold in October
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! </p><p>Featured Analysis:</p><p></p><p>In Other News:</p><p> </p><p>Data on Deck: CPI, PPI</p><p>Monday, Nov. 9</p><p>* 10:00 AMMonthly Wholesale TradeSep--0.5%</p><p>* 10:00 AMFederal Reserve Bank of Chicago President Austan Goolsbee speaks at Leadership Greater Chicago event----</p><p>* 12:15 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the Greater Greer Chamber of Commerce----</p><p>* 12:15 PMFed speech: Richmond Fed President Tom Barkin----</p><p>Tuesday, Nov. 10</p><p>* 6:00...
Stocks Crushed With Gold (and Miners) Strong
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! ZeroHedge on Stocks here</p><p>Featured Analysis:</p><p></p><p>In Other News:</p><p> </p><p>Data on Deck: Unemployment Report</p><p>Monday, Nov. 2</p><p>* 9:45 AMUS Manufacturing PMIOct.--55.9</p><p>* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5</p><p>* 10:00 AMConstruction SpendingSep-0.4%0.9%</p><p>Tuesday, Nov. 3</p><p>* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M</p><p>* 10:00 AMFactory OrdersSep-1.5%0.1%</p><p>Wednesday, Nov. 4</p><p>* 8:15 AMADP National Employment ReportOct.--90,000</p><p>* 8:30 AMU...
Gold Shorts Scramble as Silver Breaks Higher
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! </p><p>Featured Analysis:</p><p>In Other News:</p><p> </p><p>Data on Deck: Unemployment Report</p><p>Monday, Nov. 2</p><p>* 9:45 AMUS Manufacturing PMIOct.--55.9</p><p>* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5</p><p>* 10:00 AMConstruction SpendingSep-0.4%0.9%</p><p>Tuesday, Nov. 3</p><p>* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M</p><p>* 10:00 AMFactory OrdersSep-1.5%0.1%</p><p>Wednesday, Nov. 4</p><p>* 8:15 AMADP National Employment ReportOct.--90,000</p><p>* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B</p><...
King Kong: "Watergate Times 100" and Gold Hasn't Priced It In
<p>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.</p><p>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.</p><p>00:00 The election, and what is not priced in 02:12...
Gold Jumps $115 on Dem “Blue Tsunami”
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com<br/><br/><p>Housekeeping: Good Morning! </p><p>Featured Analysis:</p><p></p><p>In Other News:</p><p> </p><p>Data on Deck: Unemployment Report</p><p>Monday, Nov. 2</p><p>* 9:45 AMUS Manufacturing PMIOct.--55.9</p><p>* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5</p><p>* 10:00 AMConstruction SpendingSep-0.4%0.9%</p><p>Tuesday, Nov. 3</p><p>* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M</p><p>* 10:00 AMFactory OrdersSep-1.5%0.1%</p><p>Wednesday, Nov. 4</p><p>* 8:15 AMADP National Employment ReportOct.--90,000</p><p>* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6...
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<br/><br/><p>Housekeeping: Good Morning! </p><p>Featured Analysis:</p><p></p><p>In Other News:</p><p> </p><p>Data on Deck: Unemployment Report</p><p>Monday, Nov. 2</p><p>* 9:45 AMUS Manufacturing PMIOct.--55.9</p><p>* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5</p><p>* 10:00 AMConstruction SpendingSep-0.4%0.9%</p><p>Tuesday, Nov. 3</p><p>* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M</p><p>* 10:00 AMFactory OrdersSep-1.5%0.1%</p><p>Wednesday, Nov. 4</p><p>* 8:15 AMADP National Employment ReportOct.--90,000</p><p>* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6...
