GoldFix
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GoldFix delivers capital markets recaps, commentary, and analysis. It is aimed at evolving traders. The podcast covers market developments and trading perspectives. It is associated with the Substack vblgoldfix.substack.com.
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Gold: It’s Probably Too Late for LBMA 09.10.2026 9dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspectives event----Wednesday, Oct. 7* 2:00 PMFederal Open Market Committee meeting minutes----* 3:00 PMConsumer CreditAug.--18.1BThursday, Oct. 8* 8:30 AMWeekly Jobless ClaimsOct. 3--197K* 10:00 AMMonthly Wholesale TradeAug.--1.3%Friday, Oct. 9* 9:30 AMFRB Kansas City President Jeffrey Schmid speaks at Kansas City Economic Outlook event----* 10:00 AMU. Michigan Prelim Consumer SurveyOct.--47.8GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internEssay: It’s Too Late for the LBMA -
Gold: China and Russia Buy the Dip Again 08.10.2026 8dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspectives event----Wednesday, Oct. 7* 2:00 PMFederal Open Market Committee meeting minutes----* 3:00 PMConsumer CreditAug.--18.1BThursday, Oct. 8* 8:30 AMWeekly Jobless ClaimsOct. 3--197K* 10:00 AMMonthly Wholesale TradeAug.--1.3%Friday, Oct. 9* 9:30 AMFRB Kansas City President Jeffrey Schmid speaks at Kansas City Economic Outlook event----* 10:00 AMU. Michigan Prelim Consumer SurveyOct.--47.8GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCHINA HAS SET THE PRICE -
China Sets the Gold Price Now 07.10.2026 11dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspectives event----Wednesday, Oct. 7* 2:00 PMFederal Open Market Committee meeting minutes----* 3:00 PMConsumer CreditAug.--18.1BThursday, Oct. 8* 8:30 AMWeekly Jobless ClaimsOct. 3--197K* 10:00 AMMonthly Wholesale TradeAug.--1.3%Friday, Oct. 9* 9:30 AMFRB Kansas City President Jeffrey Schmid speaks at Kansas City Economic Outlook event----* 10:00 AMU. Michigan Prelim Consumer SurveyOct.--47.8GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCHINA HAS SET THE PRICE -
Here’s Why The LBMA is in Big Trouble 06.10.2026 11dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Title story at bottom of postFeatured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspectives event----Wednesday, Oct. 7* 2:00 PMFederal Open Market Committee meeting minutes----* 3:00 PMConsumer CreditAug.--18.1BThursday, Oct. 8* 8:30 AMWeekly Jobless ClaimsOct. 3--197K* 10:00 AMMonthly Wholesale TradeAug.--1.3%Friday, Oct. 9* 9:30 AMFRB Kansas City President Jeffrey Schmid speaks at Kansas City Economic Outlook event----* 10:00 AMU. Michigan Prelim Consumer SurveyOct.--47.8GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internGoldFix expects LBMA to win the North Mara lawsuit. Even with a legal victory, does the case expose vulnerabilities in the association, and what are they? -
Bessent Backtracks: “I Can’t Control the Bond Market” 05.10.2026 9dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: FOMC MinutesMonday, Oct. 5* 9:45 AMUS Services PMISep--56.5* 10:00 AMISM Report On Business Services PMISep--55.4Tuesday, Oct. 6* 8:30 AMU.S. Trade BalanceAug.---88.6B* 6:00 PMFRB Dallas President Lorie Logan participates in Global Perspectives event----Wednesday, Oct. 7* 2:00 PMFederal Open Market Committee meeting minutes----* 3:00 PMConsumer CreditAug.--18.1BThursday, Oct. 8* 8:30 AMWeekly Jobless ClaimsOct. 3--197K* 10:00 AMMonthly Wholesale TradeAug.--1.3%Friday, Oct. 9* 9:30 AMFRB Kansas City President Jeffrey Schmid speaks at Kansas City Economic Outlook event----* 10:00 AMU. Michigan Prelim Consumer SurveyOct.--47.8GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
Founders: CFTC CoT Discussion and Technical comments 05.10.2026 3dkThis 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* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: Bond commentWHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?Some charts by Founder Randy Brown* Day 1- dn day, OI dn 0.8k- longs close..some buying dip* Day 2- dn/doji, OI dn 3.5k- longs close.. shorts cover some* Day 3- up/doji, OI dn 1.0k- shorts close* Day 4- dn, OI dn 2k…suggests new CTA shorts got in based on size of move* Day 5- up, OI up 1.2k.. longs catch knives.. good sign???* Day 6 - dn, OI dn 9.1k.. big players throw in towel* Day 7- up, OI dn 3.2k.. shorts cover somewhat, longs sell into strength* Day 8- dn, OI up 1.4k.. obvious fresh shorts entering marketNotes:* some got out of the pool as we hit the 50 and 100 dma* we were undoing the increases in OI from august… until friday when shorts decided to play again* that is fish hook material though not excited yet.. Gold needs more shorts IMO* lets see if Day 4,5 low holds again before getting bullish (if a fishhook fails to materialize right here)* notice how the market just kind of liquidated somewhat as the 50 and 100 DMA were flirted with.. the fact we sold off TELLS you there are more longs considering selling than there are new longs with dry powder seeking to buy this level..* The question is.. what level will they buy, and do they have to puke more before they do?* Days 7 and 8 were first time in a while “The shorts were in control” for two days in a row as they drove direction higher first then lower after.. fresh shorts (dry powder when the vibe turns)WHAT DID EACH COHORT DO THIS DOWN WEEK?* Endusers- sold/puked longs out* Producers - covered shorts, booked profits* Long Dealers- added longs on the dip* Short Dealers- covered shorts, booked profits* Long Funds - puked longs out* Short Funds- ADDED in down move* Long Macro - puked longs somewhat* Short Macro - Booked profits* Retail- puked and have more to goNotes:* normal week with one sign of a flip in dominance* the shorts added in a down move which will eventually be dry powder for a rally.* BUT this is the first day its happened.. assume they have more to sell first and will add on weakness as is typicalWHAT DID OPEN INTEREST DO?* Can definitely remove that dotted line now.. The green line heldPersonal:* No trades this week. was biased bullish a bit too long and missed the selloffoff topic..seems they prefer a flatter yield curve at a higher level if they can get away with it.. ratchet up yield curve (broken bond ladder) then lower rates after mission is accomplished or when stocks crack.Therefore assume the whole curve will go higher.. maybe not flat but higher over the next year.. if they can get away with it…. followed by aggressive rate cuts which would re-steepen the curve at a higher long bond yield.VERY confident of this..From 2022:////////////////////////////////////////////////////////////////// -
THIS Is What Financial Repression Looks Like 02.10.2026 9dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis: In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWednesday, Sep. 30* 8:30 AM3rd estimate GDP2Q-1.5%1.5%* 8:30 AMPCE Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Price Idx, Y/Y%Aug.-3.6%3.7%* 8:30 AMPCE Core Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Core Price Idx, Y/Y%Aug.-3.2%3.3%Thursday, Oct. 1* 8:30 AMWeekly Jobless ClaimsSept. 26-200K197K* 9:45 AMUS Manufacturing PMISep--53.9* 10:00 AMISM Report On Business Manufacturing PMISep-54.854.6* 10:00 AMConstruction SpendingAug.-0.1%-0.5%Friday, Oct. 2* 8:30 AMEmployment ReportSep-83K162K* 8:30 AMUnemployment RateSep-4.1%4.1%* 8:30 AMAvg Hourly Earnings, M/M%Sep-0.3%0.3%* 8:30 AMAvg Hourly Earnings, Y/Y%Sep--3.1%* 10:00 AMFactory OrdersAug.-0.2%0.9%GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
This is Gold’s Sell-Season. Buy-Season is Next 01.10.2026 15dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWednesday, Sep. 30* 8:30 AM3rd estimate GDP2Q-1.5%1.5%* 8:30 AMPCE Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Price Idx, Y/Y%Aug.-3.6%3.7%* 8:30 AMPCE Core Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Core Price Idx, Y/Y%Aug.-3.2%3.3%Thursday, Oct. 1* 8:30 AMWeekly Jobless ClaimsSept. 26-200K197K* 9:45 AMUS Manufacturing PMISep--53.9* 10:00 AMISM Report On Business Manufacturing PMISep-54.854.6* 10:00 AMConstruction SpendingAug.-0.1%-0.5%Friday, Oct. 2* 8:30 AMEmployment ReportSep-83K162K* 8:30 AMUnemployment RateSep-4.1%4.1%* 8:30 AMAvg Hourly Earnings, M/M%Sep-0.3%0.3%* 8:30 AMAvg Hourly Earnings, Y/Y%Sep--3.1%* 10:00 AMFactory OrdersAug.-0.2%0.9%GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
JPM: Copper Prices Face a Triple Threat 30.09.2026 8dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWednesday, Sep. 30* 8:30 AM3rd estimate GDP2Q-1.5%1.5%* 8:30 AMPCE Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Price Idx, Y/Y%Aug.-3.6%3.7%* 8:30 AMPCE Core Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Core Price Idx, Y/Y%Aug.-3.2%3.3%Thursday, Oct. 1* 8:30 AMWeekly Jobless ClaimsSept. 26-200K197K* 9:45 AMUS Manufacturing PMISep--53.9* 10:00 AMISM Report On Business Manufacturing PMISep-54.854.6* 10:00 AMConstruction SpendingAug.-0.1%-0.5%Friday, Oct. 2* 8:30 AMEmployment ReportSep-83K162K* 8:30 AMUnemployment RateSep-4.1%4.1%* 8:30 AMAvg Hourly Earnings, M/M%Sep-0.3%0.3%* 8:30 AMAvg Hourly Earnings, Y/Y%Sep--3.1%* 10:00 AMFactory OrdersAug.-0.2%0.9%GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internTechnical Charts -
Here’s What Happened in Gold Yesterday 29.09.2026 7dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWednesday, Sep. 30* 8:30 AM3rd estimate GDP2Q-1.5%1.5%* 8:30 AMPCE Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Price Idx, Y/Y%Aug.-3.6%3.7%* 8:30 AMPCE Core Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Core Price Idx, Y/Y%Aug.-3.2%3.3%Thursday, Oct. 1* 8:30 AMWeekly Jobless ClaimsSept. 26-200K197K* 9:45 AMUS Manufacturing PMISep--53.9* 10:00 AMISM Report On Business Manufacturing PMISep-54.854.6* 10:00 AMConstruction SpendingAug.-0.1%-0.5%Friday, Oct. 2* 8:30 AMEmployment ReportSep-83K162K* 8:30 AMUnemployment RateSep-4.1%4.1%* 8:30 AMAvg Hourly Earnings, M/M%Sep-0.3%0.3%* 8:30 AMAvg Hourly Earnings, Y/Y%Sep--3.1%* 10:00 AMFactory OrdersAug.-0.2%0.9%GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internSLIDES: -
Miners: Canada’s Tax Change Transforms Them 28.09.2026 11dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Unemployment, PCEMonday, Sep. 28* none scheduledTuesday, Sep. 29* 9:00 AMS&P Cotality Case-Shiller Home Px IndexJul.--0.5%* 10:00 AMConference Bd - Consumer ConfidenceSep-89.289.4* 10:00 AMJob Openings & Labor Turnover SurveyAug.-7.2M7.3MWednesday, Sep. 30* 8:30 AM3rd estimate GDP2Q-1.5%1.5%* 8:30 AMPCE Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Price Idx, Y/Y%Aug.-3.6%3.7%* 8:30 AMPCE Core Price Idx, M/M%Aug.-0.3%0.2%* 8:30 AMPCE Core Price Idx, Y/Y%Aug.-3.2%3.3%Thursday, Oct. 1* 8:30 AMWeekly Jobless ClaimsSept. 26-200K197K* 9:45 AMUS Manufacturing PMISep--53.9* 10:00 AMISM Report On Business Manufacturing PMISep-54.854.6* 10:00 AMConstruction SpendingAug.-0.1%-0.5%Friday, Oct. 2* 8:30 AMEmployment ReportSep-83K162K* 8:30 AMUnemployment RateSep-4.1%4.1%* 8:30 AMAvg Hourly Earnings, M/M%Sep-0.3%0.3%* 8:30 AMAvg Hourly Earnings, Y/Y%Sep--3.1%* 10:00 AMFactory OrdersAug.-0.2%0.9%GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
Founders: Why Canada’s Mining Proposal is “Transformative” 27.09.2026 5dkThis is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribeFounders Housekeeping: Due to spotty connectivity No Founders discussion todayCanada is proposing a permanent 100% first-year write-off for much of miners’ capital spending, and GoldFix sees the same capex incentive that helped ignite America’s AI investment cycle now being applied to mining.TL;DR* Canada is proposing permanent first-year expensing for most new depreciable assets and Canadian development expenses. Finance Canada says about two-thirds of capital investment would qualify, at an estimated federal cost of $36 billion over five years. The government’s marginal effective tax rate estimate falls from 13.0% to 6.4% under the proposal. Canada* Mining gets a direct benefit. The Mining Association of Canada says immediate deductions for mine equipment, infrastructure and development spending will improve cash flow and project net present values and could move marginal mine expansions across internal investment thresholds. The Mining Association of Canada* The central analogy is U.S. capex policy. The One Big Beautiful Bill made 100% first-year depreciation permanent for qualifying U.S. property acquired after January 19, 2025. The GoldFix thesis is that Canada is now creating a similar incentive for capital-intensive mining investment. IRS* The early beneficiaries should be the miners that already have cash. We favor larger Canadian miners with strong free cash flow and balance sheets. More speculative companies may participate later by raising equity or debt, but that is a second-stage trade rather than the initial one.REMINDER: FOUNDERS SUNDAY DISCUSSION RETURNS NEXT WEEKBONUS BELOW -
Silver: 5 Years of Supply Left ? 25.09.2026 8dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Services PMISep-55.956.8Thursday, Sep. 24* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----* 10:00 AMNew Home SalesAug.-620K607K* 11:00 AMKansas City Fed SurveySep--17Friday, Sep. 25* 8:30 AMDurable GoodsAug.--0.3%1.1%* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
Migratory Replacement is Here 24.09.2026 13dkHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Services PMISep-55.956.8Thursday, Sep. 24* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----* 10:00 AMNew Home SalesAug.-620K607K* 11:00 AMKansas City Fed SurveySep--17Friday, Sep. 25* 8:30 AMDurable GoodsAug.--0.3%1.1%* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead 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: Jefferies’ Chris Wood Says $10,000 is Inevitable 23.09.2026 10dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Services PMISep-55.956.8Thursday, Sep. 24* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----* 10:00 AMNew Home SalesAug.-620K607K* 11:00 AMKansas City Fed SurveySep--17Friday, Sep. 25* 8:30 AMDurable GoodsAug.--0.3%1.1%* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
Shanghai Controls Silver Pricing Now 22.09.2026 10dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Services PMISep-55.956.8Thursday, Sep. 24* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----* 10:00 AMNew Home SalesAug.-620K607K* 11:00 AMKansas City Fed SurveySep--17Friday, Sep. 25* 8:30 AMDurable GoodsAug.--0.3%1.1%* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
Saudis Quit Brics Project; What it Means 21.09.2026 8dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Monday, Sep. 21* No events scheduledTuesday, Sep. 22* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----Wednesday, Sep. 23* 9:45 AMUS Flash Manufacturing PMISep-53.553.2* 9:45 AMUS Flash Services PMISep-55.956.8Thursday, Sep. 24* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----* 10:00 AMNew Home SalesAug.-620K607K* 11:00 AMKansas City Fed SurveySep--17Friday, Sep. 25* 8:30 AMDurable GoodsAug.--0.3%1.1%* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern -
Founders: Why Silver Wants to Go Up 21.09.2026 5dkThis 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* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: silver macro ideaWHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?Some charts by Founder Randy Brown* Day 1- up day, oi out 2.9k* Day 2- dn day oi dn 0.1k* Day 3- up day, oi dn 2.7k - (short covering)* Day 4- dn day, oi dn 1.1k -
Rick Rule: Unlocking the Power of Compounding in Resources and the Importance of Long-Term Thinking 18.09.2026 5dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comIn 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 -
The Silver Interest is (Very) Bullish 18.09.2026 10dkThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good MorningFeatured Analysis:In Other News: Data on Deck: Fed Decision DayMonday, Sep. 14Tuesday, Sep. 15* 8:30 AMEmpire State Manufacturing SurveyWednesday, 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---3.8Thursday, 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 scheduledGoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix 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 ratesRead 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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