From "End of Gold" to Return of the King

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Afternoon Please excuse the allergy season symptoms“ We remain H1 buyers of dips in bonds, international & gold, sellers of SPX/US$ rallies…”Hartnett’s Key Points:* BiG and Sell SPX until one of several things happen* Those “things”- Trump/Fed/Consumer/5690 in Spoos* Dollar Decline- All secular drivers converge on one thing. Lower DX* Global Rebalancing- in stocks, bonds, FX, inflation etc* Gold: Return of the King- we explain how Gold predicted all thisTopics Discussed:1:20- Scores on the doors: Trump's polling numbers 8:36- Tail of the tape- Why he feels this way, what changes his mind 12:41- The Price is Right 13:41- The Biggest Picture 17:50- Weekly Flows: Crypto Makes Us Buy American (Bonds) Again Main Section Starts- Elaborating on what changes his mind 30:15- Fed Cuts- agree 32:48- Trump/Xi Talks- agree 33:32- Consumer Resilience- disagree 41:31- "We've Never Had it so good" 52:31- Why The dollar Must Keep Dropping **58:29 to End- The Return of King Gold**