Picks And Shovels

Housekeeping: Good Morning. “Begun, the Mineral Wars have.”Topics: * Digital Gold Rush* What it does for Gold* Why it’s like 1986* Epstein flip/flop/flipMarket Analysis: The title of the report, “During a gold rush, sell shovels,” frames Bank of America’s investment thesis. The focus is not on which stablecoin will dominate, but on who enables stablecoin usage. Cited infrastructure beneficiaries include issuers, custodians, and Network providers who will benefit most.Full Analysis in Premium’s BOA: What to Buy During a Digital Gold RushRelated Posts:Top NewsTrump is set to open the US retirement market to crypto investments with Trump preparing an executive order to allow 401k plans to tap a broad pool of alternative assets, according to FT.Fed Chair Powell rebutted the Trump administrations accusations that he misled Congress over a $2.5bn refurbishment of the central bank’s HQ, The Fed’s Christopher Waller called for a quarter-point rate cut this monthChina’s exports of rare-earth products jumped in June,China trimmed its US Treasury holdings for a third straight month in MayThe EU has reached an agreement on a new sanctions package against RussiaAll of this will be in premium subscribers mailboxes over the next 3 days…Data on Deck: CPI/ PPI* MONDAY, JULY 14 None scheduled * TUESDAY, JULY 15 8:30 am Consumer price index* WEDNESDAY, JULY 16 8:30 am Producer price index * THURSDAY, JULY 17 8:30 am Retail sales* FRIDAY, JULY 18 8:30 am Housing starts* Full calendarCharts and Final Market Check 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