Special: Replacement Migration Was Planned

Housekeeping: Good Morning. The reset is a process, not an eventTopics: * Replacement Migration Was Part of the Plan* Canada Exports More Gold to China Than Anything Else* US Imports of Swiss Gold Surge 51 Tons in July* Jackson Hole Final Breakdown* Gold and Silver Chart CommentMarket Analysis: More in the Premium Post: Canada Exported 10x More Gold To China Than StatedMore in the Premium Post: US Imports of Swiss Gold Surge 51 Tons in JulyRelated Posts:This Weekend:Data on Deck: Housing/ Jackson Hole* MONDAY, AUG. 18 10:00 am Home builder confidence * TUESDAY, AUG. 19 8:30 am Housing starts July* WEDNESDAY, AUG. 20 2:00 pm Minutes of July FOMC meeting* THURSDAY, AUG. 21 PMIs , Housing data* FRIDAY,AUG. 22None scheduledCommunity Chat:Charts and Final Market Check: Bollinger bands daily/weeklyJackson Hole. Per yesterday: Markets are expecting a very dovish Powell based on STIRS, and the anticipation of further revisions downward in employment.Several Banks are less sanguine however, now thinking Powell will likely punt his bias on rate cuts until last minute given he has two more data points (NFP and CPI) to squeeze in before he announces in September. We will see 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