GoldFix

VBL

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

  1. *CTAs: Too Many Shorts in Gold & Silver

    قبل ٣ ساعات

    *CTAs: Too Many Shorts in Gold & Silver

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

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  2. قبل يومين

    Gold Up $50, Silver Trades $62.50 as Jobs Crater

    Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Nonfarm MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 55.7) * 10a CB Consumer Confidence (prev 90.6 → est 94.4) * 10a JOLTS Job Openings (prev 7.585M → est 7.280M) THURSDAY, JULY 2 FRIDAY, JULY 3 * Bank Holiday ***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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  3. قبل ٣ أيام

    Divers Find 400 Year Silver Bar Worth $100k

    Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Nonfarm MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 55.7) * 10a CB Consumer Confidence (prev 90.6 → est 94.4) * 10a JOLTS Job Openings (prev 7.585M → est 7.280M) THURSDAY, JULY 2 * 9a Fed Governor Warsh Speaks * 3:15p U.S. President Trump Speaks FRIDAY, JULY 3 * 8:30a Nonfarm Payrolls (prev 172K → est 114K) * 8:30a Unemployment Rate (prev 4.3% → est 4.3%) ***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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  4. Barclays Bank Likes The Gold Today

    قبل ٤ أيام

    Barclays Bank Likes The Gold Today

    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: Nonfarm Payrolls MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 55.7) THURSDAY, JULY 2 * 9a Fed Governor Warsh Speaks * 9:45a S&P Global Manufacturing PMI (prev 55.1 → est 55.7) FRIDAY, JULY 3 * 8:30a Nonfarm Payrolls (prev 172K → est 114K) * 8:30a Unemployment Rate (prev 4.3% → est 4.3%) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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  5. Jesse Felder: This is the Type of Setup You Look For as an Investor

    قبل ٥ أيام

    Jesse Felder: This is the Type of Setup You Look For as an Investor

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com A GoldFix- Competent Investor Joint Presentation Tom Bodrovics sat down with Jesse Felder, founder, editor, and publisher of The Felder Report, for a wide-ranging discussion on oil, market sentiment, AI, and where investors may be missing the real opportunity. The conversation focused on the sharp disconnect in today’s energy market. Jesse discussed how oil inventories have fallen toward historic lows while institutional investors remain deeply bearish on the sector. That gap between fundamentals and positioning, he argued, may be one of the most important signals in markets today. They also covered the potential impact of depleted strategic petroleum reserves, future demand for oil, and the geopolitical backdrop that could continue to pressure supply. Jesse explained why energy may still be undervalued even after a strong five-year run, especially as investor attention remains concentrated on AI and a narrow group of technology stocks. The discussion also touched on cash flow, capital discipline, and the broader risk of investors chasing the most crowded parts of the market while ignoring sectors with improving fundamentals. For viewers looking to better understand today’s market setup, Jesse brings a seasoned, contrarian perspective shaped by years in hedge funds, research, and publishing. Tom Bodrovics Jesse Felder

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  6. Gold Traders Bet on $15,000 Again

    قبل ٥ أيام

    Gold Traders Bet on $15,000 Again

    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: NFP MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 60.0) THURSDAY, JULY 2 * 8:15a ADP Nonfarm Employment Change (prev 122K → est 118K) * 9a Fed Governor Warsh Speaks * 9:45a S&P Global Manufacturing PMI (prev 55.7 → est 55.7) FRIDAY, JULY 3 * 8:30a Nonfarm Payrolls (prev 172K → est 114K) * 8:30a Unemployment Rate (prev 4.3% → est 4.3%) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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  7. CFTC Analysis: Banks are Selling Short Again

    قبل ٦ أيام

    CFTC Analysis: Banks are Selling Short Again

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Week Snapshot: Battle * Day 1- down… OI comes in 1.5k as longs puke * Day 2- down, OI +5k as shorts pile in * Day 3- Longs buy in AM, Shorts sell in PM. OI +7k * Day 4+ 5- shorts add more in down move +1.5k * Day 6- shorts add again 5.5k in down move * Day 7- New Longs buy into short selling- possible fish hook * Day 8- New longs buy into selling- fish hook… banks covered some as well * Failed fish hooks become bear flags * market has to rally tonight or its LIKELY another cycle lower and the news is not good so far on war front.. last time it was bullish for Gold CFTC COT FLOWS * Producers: closed shorts for profits * Endusers: Added to Longs losing * Short Banks: Opened shorts for profits * Long Banks: puked longs lost money * Long Funds: Added to losers * Short Funds: Added to winners * Macro D- Added longs and shorts * Retail: puked longs Terminology: * Closed shorts = winner; Covered shorts = loser * Got Long = Winner; puked longs = loser Conclusions: * Producers and endusers are back to regular business * Banks are playing short and getting increasingly confident BUT

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  8. July 4th Shelton Gold-Trust Bond Watch

    قبل ٦ أيام

    July 4th Shelton Gold-Trust Bond Watch

    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: NFP/ Employment MONDAY, JUNE 29 * 12:35p FOMC Member Barkin Speaks TUESDAY, JUNE 30 * No major US releases WEDNESDAY, JULY 1 * 9:45a Chicago PMI (prev 62.7 → est 60.0) THURSDAY, JULY 2 * 9a Fed Governor Warsh Speaks * 9:45a S&P Global Manufacturing PMI (prev 55.7 → est 55.7) FRIDAY, JULY 3 * 8:30a Nonfarm Payrolls (prev 172K → est 114K) * 8:30a Unemployment Rate (prev 4.3% → est 4.3%) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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

المعلومات

  • صناع العمل
    VBL
  • سنوات النشاط
    ٢٠٢٥ - ٢٠٢٦
  • الحلقات
    ٦٨٧
  • التقييم
    ملائم
  • حقوق النشر
    © VBL
  • موقع البرنامج على الويب
    GoldFix

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