GoldFix

VBL

Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

  1. 3h ago

    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

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

  2. 3d ago

    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

  3. 3d ago

    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

    The Next Metals Boom Belongs to Physical Owners

  4. 4d ago

    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

    The Fed's 1970s Nightmare Returns

  5. 5d ago

    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

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

  6. 6d ago

    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

    Chinese Households are Stacking This Dip

  7. Oct 26

    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

    Gold and Silver Draw Closer

  8. Oct 23

    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;

    Here’s What Will Turn Silver Around
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About

Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

Information

  • Creator
    VBL
  • Years Active
    2025 - 2026
  • Episodes
    701
  • Rating
    Explicit
  • Copyright
    © VBL
  • Show Website
    GoldFix

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