GoldFix

VBL
  • 0.0 (0)
  • Business
  • Updated Daily

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

  1. 2d ago

    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.com In 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 gold is his savings defense, with Franco-Nevada and Agnico Eagle as the leveraged layer. They also cover the copper and uranium supply deficits left by decades of underinvestment, why silver's big moves follow generalist money chasing gold, the contrarian case for Canadian oil and gas, and how much speculation to carry. Timestamps: 00:00:00 - Introduction 00:00:15 - Dollar Value and Washington 00:05:23 - Deflation Versus Inflation Forces 00:08:13 - Gold Commodities and Resources 00:10:50 - Gold Stocks in 1970s 00:13:20 - Interest Rates Impact on Gold 00:16:48 - Geopolitics and Energy Security 00:21:47 - Uranium Market Dynamics 00:27:06 - Uranium Production Deficit 00:34:08 - Silver Supply Realities 00:39:51 - Canadian Oil and Gas 00:42:40 - Investing in Resource Companies 00:52:36 - Resource Bull Market Outlook 00:55:05 - Wrap Up

  2. 2d ago

    The Silver Interest is (Very) Bullish

    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 Decision Day Monday, Sep. 14 Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, 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 AMNAHB Housing Market IndexSep-3435 * 2:00 PMFederal Reserve economic projections---3.8% * 2:00 PMU.S. interest rate decision---3.8 Thursday, Sep. 17 * 8:30 AMHousing StartsAug.-1.3M1.2M * 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4 * 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K * 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3% Friday, Sep. 18 * 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2% * 9:15 AMCapacity Utilization %Aug.-76.5%76.3% * 10:00 AMLeading IndicatorsAug.-0.2%0.2% No events scheduled 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 Silver Interest is (Very) Bullish

  3. 3d ago

    Breaking Down Goldman’s Gold Prediction

    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 Decision Day Monday, Sep. 14 Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, 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 AMNAHB Housing Market IndexSep-3435 * 2:00 PMFederal Reserve economic projections---3.8% * 2:00 PMU.S. interest rate decision---3.8 Thursday, Sep. 17 * 8:30 AMHousing StartsAug.-1.3M1.2M * 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4 * 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K * 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3% Friday, Sep. 18 * 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2% * 9:15 AMCapacity Utilization %Aug.-76.5%76.3% * 10:00 AMLeading IndicatorsAug.-0.2%0.2% No events scheduled ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern SLIDE DECK BELOW ACCOMPANIES REPORT BREAKDOWN

    Breaking Down Goldman’s Gold Prediction

  4. 4d ago

    Goldman: One (Rate Hike) and Done

    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 Decision Day Monday, Sep. 14 Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, 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 AMNAHB Housing Market IndexSep-3435 * 2:00 PMFederal Reserve economic projections---3.8% * 2:00 PMU.S. interest rate decision---3.8 Thursday, Sep. 17 * 8:30 AMHousing StartsAug.-1.3M1.2M * 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4 * 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K * 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3% Friday, Sep. 18 * 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2% * 9:15 AMCapacity Utilization %Aug.-76.5%76.3% * 10:00 AMLeading IndicatorsAug.-0.2%0.2% No events scheduled ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    Goldman: One (Rate Hike) and Done

  5. 5d ago

    China’s Gold Plan Threatens Bessent’s Balancing Act

    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 Decision Day Monday, Sep. 14 No events scheduled Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, 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 AMNAHB Housing Market IndexSep-3435 * 2:00 PMFederal Reserve economic projections---3.8% * 2:00 PMU.S. interest rate decision---3.8 Thursday, Sep. 17 * 8:30 AMHousing StartsAug.-1.3M1.2M * 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4 * 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K * 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3% Friday, Sep. 18 * 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2% * 9:15 AMCapacity Utilization %Aug.-76.5%76.3% * 10:00 AMLeading IndicatorsAug.-0.2%0.2% ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    China’s Gold Plan Threatens Bessent’s Balancing Act

  6. 6d ago

    Dollar Strength Will Kill Gold Until Fed Day

    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 Decision Day Monday, Sep. 14 No events scheduled Tuesday, Sep. 15 * 8:30 AMEmpire State Manufacturing Survey Wednesday, 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 AMNAHB Housing Market IndexSep-3435 * 2:00 PMFederal Reserve economic projections---3.8% * 2:00 PMU.S. interest rate decision---3.8 Thursday, Sep. 17 * 8:30 AMHousing StartsAug.-1.3M1.2M * 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4 * 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K * 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3% Friday, Sep. 18 * 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2% * 9:15 AMCapacity Utilization %Aug.-76.5%76.3% * 10:00 AMLeading IndicatorsAug.-0.2%0.2% ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    Dollar Strength Will Kill Gold Until Fed Day

  7. Sep 11

    China Continues to Buy Gold; Drawing Trendlines

    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: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, 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 releases THURSDAY, SEPTEMBER 10 * Today’s August PPI consensus, due at 8:30 a.m. ET, is: * Headline PPI: +0.4% MoM, +5.3% YoY * Core PPI: +0.3% MoM, +4.6% YoY * PPI excluding food, energy and trade: +0.3% MoM, +4.4% YoY FRIDAY, SEPTEMBER 11 Today’s August CPI consensus, due at 8:30 a.m. ET: * Headline CPI: +0.4% month-over-month; +3.4% year-over-year * Core CPI: +0.2% month-over-month; +2.4% year-over-year Gasoline is expected to drive the headline increase, while core inflation should ease slightly. A core reading above 0.2% would be the key hawkish surprise and could strengthen expectations for a September Fed rate hike. ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    China Continues to Buy Gold; Drawing Trendlines

  8. Sep 10

    How They Suppress Silver— Whack-a-Mole

    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: CPI MONDAY, SEPTEMBER 7 * Labor Day, US markets closed TUESDAY, 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 releases THURSDAY, SEPTEMBER 10 * Today’s August PPI consensus, due at 8:30 a.m. ET, is: * Headline PPI: +0.4% MoM, +5.3% YoY * Core PPI: +0.3% MoM, +4.6% YoY * PPI excluding food, energy and trade: +0.3% MoM, +4.4% YoY FRIDAY, SEPTEMBER 11 * 8:30a CPI (Aug.) (prev 0.1%) * 8:30a Core CPI, M/M% (Aug.) (prev 0.2%) * 8:30a CPI, Y/Y% (Aug.) (prev 3.4%) * 8:30a CPI Core, Y/Y% (Aug.) (prev 2.5%) * 10a U. Michigan Prelim Consumer Survey (Sep) (prev 51) * 2p Monthly Treasury Balance (Aug.) (prev -432B) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    How They Suppress Silver— Whack-a-Mole
See All (696)

About

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

Information

  • Creator
    VBL
  • Years Active
    2025 - 2026
  • Episodes
    696
  • Rating
    Clean
  • Copyright
    © VBL
  • Show Website
    GoldFix

You Might Also Like