GoldFix

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Tether’s Gold Buying Nears $20 Billion Zerohedge — China PBOC Buys Gold 18 Months Straight, Adds 8.1 Tonnes Yahoo — Modi Targets Bullion Imports as India Raises Gold, Silver Duties to 15% X.com — UBS Warns Silver Upside Is Narrowing FastFeatured Analysis: News & Analysis: Coming SoonData on Deck: CPI/ PPI* MONDAY, MAY 11 Existing home sales* TUESDAY, MAY 12 CPI year over year* WEDNESDAY, MAY 13 PPI year over year* THURSDAY, MAY 14 U.S. retail sales* FRIDAY, MAY 15 Empire State manufacturing ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Tether’s Gold Buying Nears $20 Billion Zerohedge — China PBOC Buys Gold 18 Months Straight, Adds 8.1 Tonnes Yahoo — CPI: Goldman Sees Inflation Broaden Beyond Energy X.com — India’s Golden Balancing ActFeatured Analysis: News & Analysis: Coming SoonData on Deck: CPI/ PPI* MONDAY, MAY 11 Existing home sales* TUESDAY, MAY 12 CPI year over year* WEDNESDAY, MAY 13 PPI year over year* THURSDAY, MAY 14 U.S. retail sales* FRIDAY, MAY 15 Empire State manufacturing ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Tether’s Gold Buying Nears $20 Billion Zerohedge — China PBOC Buys Gold 18 Months Straight, Adds 8.1 Tonnes Yahoo — Barrick Launches $3 Billion Buyback Ahead of North American Gold IPO X.com — The Xi Factor: Markets Bet on Beijing to Break the Hormuz DeadlockFeatured Analysis: News & Analysis: Coming SoonData on Deck: CPI/ PPI* MONDAY, MAY 11 Existing home sales* TUESDAY, MAY 12 CPI year over year* WEDNESDAY, MAY 13 PPI year over year* THURSDAY, MAY 14 U.S. retail sales* FRIDAY, MAY 15 Empire State manufacturing ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, MAY 1110:00 amExisting home salesApril* TUESDAY, MAY 126:00 amNFIB optimism indexApril95.88:30 amConsumer price indexApril0.9%8:30 amCPI year over year3.3%8:30 amCore CPIApril0.2%8:30 amCore CPI year over year1:00 pmChicago Fed President Austan Goolsbee speech2:00 pmMonthly U.S. federal budgetApril-$164 billion* WEDNESDAY, MAY 138:30 amProducer price indexApril0.5%8:30 amCore PPIApril0.2%8:30 amPPI year over year4.0%8:30 amCore PPI year over year3.6%11:30 amBoston Fed President Susan Collins speech* THURSDAY, MAY 148:30 amU.S. retail salesApril1.7%8:30 amRetail sales minus autosApril1.9%8:30 amInitial jobless claimsMay 98:30 amImport price indexApril0.8%8:30 amImport price index minus fuelApril0.6%10:00 amBusiness inventoriesMarch0.4%1:00 pmCleveland Fed President Beth Hammack opening remarks7:00 pmFederal Reserve Governor Michael Barr speech* FRIDAY, MAY 158:30 amEmpire State manufacturing surveyMay11.09:15 amIndustrial productionApril-0.5%9:15 amCapacity utilizationApril75.7%10:00 amHome builder confidence indexMay34 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Tether’s Gold Buying Nears $20 Billion Zerohedge — China PBOC Buys Gold 18 Months Straight, Adds 8.1 Tonnes Yahoo — No Normalisation Yet: Oil Rebounds as Hormuz Tensions Escalate X.com — No Normalisation Yet: Oil Rebounds as Hormuz Tensions Escalate Featured Analysis: News & Analysis: Coming SoonData on Deck: CPI/ PPI* MONDAY, MAY 11 Existing home sales* TUESDAY, MAY 12 CPI year over year* WEDNESDAY, MAY 13 PPI year over year* THURSDAY, MAY 14 U.S. retail sales* FRIDAY, MAY 15 Empire State manufacturing ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: *No Founders Class Today.* Happy Mother’s DayThe Flow Show | Living in a Material World

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comJohn Rubino: What If Central Banks Lose Control?In this week’s episode of the Competent Investor in collaboration with Gold Fix, Tom welcomes former Wall Street analyst John Rubino (Dollar Collapse) to discuss his long-term bullish outlook for gold and silver, with base case targets of $10,000 for gold and $2,000 to $3,000 for silver. Rubino argues that daily market fluctuations driven by geopolitical news, such as the conflict in Iran, are inherently unpredictable and warns against trading on short-term headlines. Instead, he advocates for a long-term perspective, focusing on the structural problems of overspending and overborrowing by major governments, which he believes will lead to a significant financial crisis that benefits commodities like gold and silver. He emphasizes the importance of managing emotions during inevitable bull market corrections, viewing them as buying opportunities for high-quality mining stocks.

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Interview: Why Companies Are Stockpiling Silver Zerohedge — Gold and Silver Explode Higher as Indian Premiums Soar Yahoo — The Pivot Eastward Gets a Price Tag: India Targets $25 Billion With Vietnam by 2030 X.com — The Metals Never CloseFeatured Analysis: News & Analysis: Coming SoonData on Deck: Unemployment* MONDAY, MAY 4 John Williams speech* TUESDAY, MAY 5 ISM services* WEDNESDAY, MAY 6 Chicago Fed President Austan Goolsbee speech* THURSDAY, MAY 7 Construction spending* FRIDAY, MAY 8 Unemployment***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Interview: Why Companies Are Stockpiling Silver Zerohedge — The End of US Subsidy and the Global Reset Yahoo — Gold Rush: More Gold to Hong Kong as Metal Keeps Moving East X.com — Regis-Vault Merger Reshapes Australian Gold Sector

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — $8,000 Gold and the Beginning of History Zerohedge — CITI: Gold Prices Stagflation ($7,000 Upside) Yahoo — The End of US Subsidy and a Global Reset X.com — Central Bank Gold Holdings Expand in Q1 as Buying Base Broadens Across Emerging MarketsFeatured Analysis: News & Analysis: Coming SoonData on Deck: Unemployment* MONDAY, MAY 4 John Williams speech* TUESDAY, MAY 5 ISM services* WEDNESDAY, MAY 6 Chicago Fed President Austan Goolsbee speech* THURSDAY, MAY 7 Construction spending* FRIDAY, MAY 8 Unemployment***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:Can Gold Make New Highs?

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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — $8,000 Gold and the Beginning of History Zerohedge — DB: $8,000 and The Beginning of Gold History Yahoo — Central Bank Gold Holdings Expand in Q1 as Buying Base Broadens Across Emerging Markets X.com — Central Bank Gold Holdings Expand in Q1 as Buying Base Broadens Across Emerging MarketsFeatured Analysis: News & Analysis: Coming SoonData on Deck: Unemployment* MONDAY, MAY 4 John Williams speech* TUESDAY, MAY 5 ISM services* WEDNESDAY, MAY 6 Chicago Fed President Austan Goolsbee speech* THURSDAY, MAY 7 Construction spending* FRIDAY, MAY 8 Unemployment***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 27None scheduled* TUESDAY, APRIL 289:00 amS&P Case-Shiller home price index (20 cities)Feb.1.2%10:00 amConsumer confidenceApril91.8* WEDNESDAY, APRIL 298:30 amDurable-goods ordersMarch-1.4%8:30 amDurable-goods minus transportationMarch0.8%8:30 amHousing starts (delayed report)Feb.1.49 million8:30 amBuilding permits (delayed report)Feb.1.38 million8:30 amHousing startsMarch--8:30 amBuilding permitsMarch--8:30 amAdvanced U.S. trade balance in goodsMarch8:30 amAdvanced retail inventoriesMarch--8:30 amAdvanced wholesale inventoriesMarch0.8%2:00 pmFOMC interest-rate decision2:30 pmFed Chair Powell press conference* THURSDAY, APRIL 308:30 amInitial jobless claimsApril 258:30 amEmployment cost indexQ10.7%8:30 amGDPQ10.5%8:30 amPersonal incomeMarch-0.1%8:30 amPersonal spendingMarch0.5%8:30 amPCE indexMarch0.4%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexMarch0.4%8:30 amCore PCE (year-over-year)3.0%9:45 amChicago Business Barometer (PMI)April52.810:00 amU.S. leading economic indicatorsFeb.-0.1%* FRIDAY, May 1None scheduled 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning. The Flow Show | The Boom LoopScores on the Doors: oil 83.9%, commodities 62.4%, ACWI 9.7%, gold 6.9%, SPX 5.3%, HY 1.2%, cash 1.2%, IG 0.1%, US$ -0.2%, govt bonds -0.4%, bitcoin -12.8% YTD.

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comGood Morning. To broaden and deepen GoldFix content; We are pleased to announce a joint venture with Tom Bordovics’ Competent Investor Podcast. We will host a series of Tom’s interviews exclusively for GoldFix/Competent Man Premium subscribers.In this one with David Morgan, the focus is as you might expect on Silver. But David and Tom touch on several other areas listed below.Timestamps:* 00:00:00 - Introduction* 00:00:56 - Dangerous Investment Premises* 00:04:43 - $100 Silver Party Recap* 00:11:59 - Preserving Purchasing Power* 00:12:45 - Metals in Crises* 00:15:56 - Sovereign Debt Risks* 00:19:56 - Bond Market Vulnerabilities* 00:23:44 - Fed System & Liquidity* 00:29:14 - Silver Price Projections* 00:34:05 - Financial Reset Outlook* 00:39:00 - China & Export Bans* 00:42:00 - Silver Substitution* 00:45:10 - Sulphuric Acid Concerns* 00:48:36 - Comex Concerns & Chart* 01:00:39 - Concluding Thoughts

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — $8,000 Gold and the Beginning of History Zerohedge — DB: $8,000 and The Beginning of Gold History Yahoo — From Buyer to Seller: Azerbaijan's Oil Fund Reverses Course on Gold X.com — Bearish Gold Trade Emerges as Markets Await Feder…

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — $8,000 Gold and the Beginning of History Zerohedge — DB: $8,000 and The Beginning of Gold History Yahoo — $8,000 Gold and the Beginning of History X.com — Bearish Gold Trade Emerges as Markets Await Federal Reserve Decision Featured Analysis: News & Analysis: Coming SoonData on Deck: Fed Decision Day* MONDAY, APRIL 27 None scheduled* TUESDAY, APRIL 28 S&P Case-Shiller home price index Consumer confidence* WEDNESDAY, APRIL 29 FOMC interest-rate decision* THURSDAY, APRIL 308:30 PCE index * FRIDAY, May 1 None scheduled***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:Moscow Eyes Yuan Reserve Analysis

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Breaking: Publicly Traded Company Adds Silver to Treasury Reserve Zerohedge — Silver: Publicly Traded Company Adds Precious metals and Rare Earths to Treasury Yahoo — Goldman, DB Raise Oil Targets With $120 on Radar X.com — ING Lifts Oil Forecasts as Hormuz Disruption Enters Third Month Featured Analysis: News & Analysis: Coming SoonData on Deck: Fed Decision Day* MONDAY, APRIL 27 None scheduled* TUESDAY, APRIL 28 S&P Case-Shiller home price index Consumer confidence* WEDNESDAY, APRIL 29 FOMC interest-rate decision* THURSDAY, APRIL 308:30 PCE index * FRIDAY, May 1 None scheduled***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 27None scheduled* TUESDAY, APRIL 289:00 amS&P Case-Shiller home price index (20 cities)Feb.1.2%10:00 amConsumer confidenceApril91.8* WEDNESDAY, APRIL 298:30 amDurable-goods ordersMarch-1.4%8:30 amDurable-goods minus transportationMarch0.8%8:30 amHousing starts (delayed report)Feb.1.49 million8:30 amBuilding permits (delayed report)Feb.1.38 million8:30 amHousing startsMarch--8:30 amBuilding permitsMarch--8:30 amAdvanced U.S. trade balance in goodsMarch8:30 amAdvanced retail inventoriesMarch--8:30 amAdvanced wholesale inventoriesMarch0.8%2:00 pmFOMC interest-rate decision2:30 pmFed Chair Powell press conference* THURSDAY, APRIL 308:30 amInitial jobless claimsApril 258:30 amEmployment cost indexQ10.7%8:30 amGDPQ10.5%8:30 amPersonal incomeMarch-0.1%8:30 amPersonal spendingMarch0.5%8:30 amPCE indexMarch0.4%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexMarch0.4%8:30 amCore PCE (year-over-year)3.0%9:45 amChicago Business Barometer (PMI)April52.810:00 amU.S. leading economic indicatorsFeb.-0.1%* FRIDAY, May 1None scheduled 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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Breaking: Publicly Traded Company Adds Silver to Treasury Reserve Zerohedge — Silver: Publicly Traded Company Adds Precious metals and Rare Earths to Treasury Yahoo — Silver Market Tightens as Supply Struggles to Meet Demand X.com — Tight Supply Lifts India Gold Premiums as China Physical Demand ReboundsFeatured Analysis: News & Analysis: Coming SoonData on Deck: Fed Decision Day* MONDAY, APRIL 27 None scheduled* TUESDAY, APRIL 28 S&P Case-Shiller home price index Consumer confidence* WEDNESDAY, APRIL 29 FOMC interest-rate decision* THURSDAY, APRIL 308:30 PCE index * FRIDAY, May 1 None scheduled***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 27None scheduled* TUESDAY, APRIL 289:00 amS&P Case-Shiller home price index (20 cities)Feb.1.2%10:00 amConsumer confidenceApril91.8* WEDNESDAY, APRIL 298:30 amDurable-goods ordersMarch-1.4%8:30 amDurable-goods minus transportationMarch0.8%8:30 amHousing starts (delayed report)Feb.1.49 million8:30 amBuilding permits (delayed report)Feb.1.38 million8:30 amHousing startsMarch--8:30 amBuilding permitsMarch--8:30 amAdvanced U.S. trade balance in goodsMarch8:30 amAdvanced retail inventoriesMarch--8:30 amAdvanced wholesale inventoriesMarch0.8%2:00 pmFOMC interest-rate decision2:30 pmFed Chair Powell press conference* THURSDAY, APRIL 308:30 amInitial jobless claimsApril 258:30 amEmployment cost indexQ10.7%8:30 amGDPQ10.5%8:30 amPersonal incomeMarch-0.1%8:30 amPersonal spendingMarch0.5%8:30 amPCE indexMarch0.4%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexMarch0.4%8:30 amCore PCE (year-over-year)3.0%9:45 amChicago Business Barometer (PMI)April52.810:00 amU.S. leading economic indicatorsFeb.-0.1%* FRIDAY, May 1None scheduled 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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — More States Consider Gold and Silver As Legal Tender Zerohedge — Paper: Replacement Migration was Planned in 2001 Yahoo — China Hands Foreign Investors a Long-Sought Hedging Tool X.com — Revolut Discontinues Precious-Metals Trading for Small Group of European Customers Featured Analysis: News & Analysis: Coming SoonData on Deck: Fed Decision Day* MONDAY, APRIL 27 None scheduled* TUESDAY, APRIL 28 S&P Case-Shiller home price index Consumer confidence* WEDNESDAY, APRIL 29 FOMC interest-rate decision* THURSDAY, APRIL 308:30 PCE index * FRIDAY, May 1 None scheduled***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 27None scheduled* TUESDAY, APRIL 289:00 amS&P Case-Shiller home price index (20 cities)Feb.1.2%10:00 amConsumer confidenceApril91.8* WEDNESDAY, APRIL 298:30 amDurable-goods ordersMarch-1.4%8:30 amDurable-goods minus transportationMarch0.8%8:30 amHousing starts (delayed report)Feb.1.49 million8:30 amBuilding permits (delayed report)Feb.1.38 million8:30 amHousing startsMarch--8:30 amBuilding permitsMarch--8:30 amAdvanced U.S. trade balance in goodsMarch8:30 amAdvanced retail inventoriesMarch--8:30 amAdvanced wholesale inventoriesMarch0.8%2:00 pmFOMC interest-rate decision2:30 pmFed Chair Powell press conference* THURSDAY, APRIL 308:30 amInitial jobless claimsApril 258:30 amEmployment cost indexQ10.7%8:30 amGDPQ10.5%8:30 amPersonal incomeMarch-0.1%8:30 amPersonal spendingMarch0.5%8:30 amPCE indexMarch0.4%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexMarch0.4%8:30 amCore PCE (year-over-year)3.0%9:45 amChicago Business Barometer (PMI)April52.810:00 amU.S. leading economic indicatorsFeb.-0.1%* FRIDAY, May 1None scheduled 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — More States Consider Gold and Silver As Legal Tender Zerohedge — Paper: Replacement Migration was Planned in 2001 Yahoo — More States Consider Gold and Silver As Legal Tender X.com — LCH Projects Yuan to Move Ahead of Yen in Foreign-Exchange Options Trading Featured Analysis: News & Analysis: Coming SoonData on Deck: * MONDAY, APRIL 20 None scheduled* TUESDAY, APRIL 218:30 am U.S. retail sales * WEDNESDAY, APRIL 22 None scheduled* THURSDAY, APRIL 23 S&P flash PMI* FRIDAY, APRIL 24 Consumer sentiment (final)April47.6***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:Personal Experience: Silver’s New Reality in a Copper ContextMSA argues silver has exited its decades-long range and is entering a new pricing regime, with recent volatility signaling consolidation; supported by monetary expansion and gold ratio breakouts, the move could extend toward a $300–$500 equilibrium. We add some color from that time as traders of both Copper and Silver.

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — More States Consider Gold and Silver As Legal Tender Zerohedge — Silver Institute: Silver Enters a Squeeze Regime Yahoo — More States Consider Gold and Silver As Legal Tender X.com — Uganda Buys Its Own Gold For FX Reserves. Featured Analysis: News & Analysis: Coming SoonData on Deck: * MONDAY, APRIL 20 None scheduled* TUESDAY, APRIL 218:30 am U.S. retail sales * WEDNESDAY, APRIL 22 None scheduled* THURSDAY, APRIL 23 S&P flash PMI* FRIDAY, APRIL 24 Consumer sentiment (final)April47.6***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 20None scheduled* TUESDAY, APRIL 218:30 amU.S. retail salesMarch0.6%8:30 amRetail sales minus autosMarch0.5%10:00 amBusiness inventoriesFeb.-0.1%10:00 amU.S. leading economic indicatorsFeb.-0.1%10:00 amPending home salesMarch1.8%* WEDNESDAY, APRIL 22None scheduled* THURSDAY, APRIL 238:30 amInitial jobless claimsApril 189:45 amS&P flash U.S. services PMIApril49.89:45 amS&P flash U.S. manufacturing PMIApril52.3* FRIDAY, APRIL 2410:00 amConsumer sentiment (final)April47.6 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comGood Morning. To broaden and deepen GoldFix content; We are pleased to announce a joint venture with Tom Bordovics’ Competent Man Podcast. We will host a series of Tom’s interviews exclusively for GoldFix/Competent Man Premium subscribers. Kicking this idea off is none other than Tom Luongo. Please enjoy- VBLHere is Tom Bodrovics to intro the video…Hey FolksI sat down with Tom Luongo on the latest episode of his Competent Man Podcast to break down gold, geopolitics, and powerThis is a direct conversation on how global leverage actually works and how investors should think about it.Topics discussed:* Gold’s role in global power dynamics* U.S. military influence and policy strategy* Trump’s negotiating framework and leverage* The overlap between civilian and military assets* How modern conflict reshapes financial markets* What investors are missing about real power* Positioning portfolios in a geopolitical worldKey idea from Tom:“Who actually has the ability to enforce their will on the world?”If you’re trying to connect geopolitics to markets, this is worth your time.Tom BodrovicsAbout Tom Luongo Publisher of the Gold Goats and Guns NewsletterTom Luongo is a Research Chemist, Amateur Dairy Goat Farmer, Anarcho-Libertarian, and Obstreperous Austrian Economist whose work can be found on sites like ZeroHedge, Lewrockwell.com, Bitcoin Magazine, and Newsmax Media.Professionally, he has spent a lot of his waking hours inside various analytic laboratories testing your water and soil for contaminants. He watched an industry be created by government fiat and destroyed in the same manner.He ran for Florida House once and got 2.7% of the vote on Guy Fawkes Day and says, "I've since grown up a lot."Then he spent 5+ years solving the puzzle of an electroless Nickel-Boron coating that has intriguing wear-resistance properties. Too bad, the coating was better than the company's business model.Today, he is the publisher of the Gold Goats ‘n Guns Newsletter, in which he attempts to connect the false narratives of geopolitics to viable long-term investment theses.As for politics, his position is well-known through his past writings at Lewrockwell.com, Seeking Alpha, and the aforementioned erstwhile blogs.To sum up: "Individuals are the only people with enough knowledge about their own lives to have a hope of making the right decisions for themselves, and no amount of guidance or central planning can help that process along."He built the house he lives in and raises goats and milks them.In short, he says, "I'm a libertarian who distrusts all human organizations larger than a two-handed game of poker."Lastly, He states, "I own a few guns."

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Silver Institute: Silver Enters a Squeeze Regime Zerohedge — Silver Institute: Silver Enters a Squeeze Regime Yahoo — Uganda Buys Its Own Gold For FX Reserves X.com — Uganda Buys Its Own Gold For FX Reserves. Featured Analysis: News & Analysis: Coming SoonData on Deck: * MONDAY, APRIL 20 None scheduled* TUESDAY, APRIL 218:30 am U.S. retail sales * WEDNESDAY, APRIL 22 None scheduled* THURSDAY, APRIL 23 S&P flash PMI* FRIDAY, APRIL 24 Consumer sentiment (final)April47.6***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 20None scheduled* TUESDAY, APRIL 218:30 amU.S. retail salesMarch0.6%8:30 amRetail sales minus autosMarch0.5%10:00 amBusiness inventoriesFeb.-0.1%10:00 amU.S. leading economic indicatorsFeb.-0.1%10:00 amPending home salesMarch1.8%* WEDNESDAY, APRIL 22None scheduled* THURSDAY, APRIL 238:30 amInitial jobless claimsApril 189:45 amS&P flash U.S. services PMIApril49.89:45 amS&P flash U.S. manufacturing PMIApril52.3* FRIDAY, APRIL 2410:00 amConsumer sentiment (final)April47.6 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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Silver Institute: Silver Enters a Squeeze Regime Zerohedge — Silver Institute: Silver Enters a Squeeze Regime Yahoo — In Another Blow to USD, UAE Threatens to Abandon Peg for Yuan Trades X.com — In Another Blow to USD, UAE Threatens to Abandon Peg for Yuan TradesFeatured Analysis: News & Analysis: Coming SoonData on Deck: * MONDAY, APRIL 20 None scheduled* TUESDAY, APRIL 218:30 am U.S. retail sales * WEDNESDAY, APRIL 22 None scheduled* THURSDAY, APRIL 23 S&P flash PMI* FRIDAY, APRIL 24 Consumer sentiment (final)April47.6***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:* MONDAY, APRIL 20None scheduled* TUESDAY, APRIL 218:30 amU.S. retail salesMarch0.6%8:30 amRetail sales minus autosMarch0.5%10:00 amBusiness inventoriesFeb.-0.1%10:00 amU.S. leading economic indicatorsFeb.-0.1%10:00 amPending home salesMarch1.8%* WEDNESDAY, APRIL 22None scheduled* THURSDAY, APRIL 238:30 amInitial jobless claimsApril 189:45 amS&P flash U.S. services PMIApril49.89:45 amS&P flash U.S. manufacturing PMIApril52.3* FRIDAY, APRIL 2410:00 amConsumer sentiment (final)April47.6 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Silver Institute: Silver Enters a Squeeze Regime Zerohedge — Silver Institute: Silver Enters a Squeeze Regime Yahoo — Silver Report: There Just Isn't Enough X.com — Oil Slips on Ceasefire Extension Hopes as Physical Tightness Persists Featured Analysis: News & Analysis: Coming SoonData on Deck: * MONDAY, APRIL 20 None scheduled* TUESDAY, APRIL 218:30 am U.S. retail sales * WEDNESDAY, APRIL 22 None scheduled* THURSDAY, APRIL 23 S&P flash PMI* FRIDAY, APRIL 24 Consumer sentiment (final)April47.6***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: NEXT SUNDAY DISCUSSION APRIL 25thThe Flow Show | Stocksmaxxing

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Swiss Bank Calls for $6,000 Gold Zerohedge — Swiss Bank Calls for $6,000 Gold by Year End Yahoo — Silver Report: There Just Isn't Enough X.com — Oil Slips on Ceasefire Extension Hopes as Physical Tightness Persists Featured Analysis: News & Analysis: Coming SoonBofA: Oil Futures are Way too CheapEmail goes out 11:30 AMData on Deck: PPI, Speakers* MONDAY, APRIL 13 10:00 am Existing home sales* TUESDAY, APRIL 14 PPI* WEDNESDAY, APRIL 15 Manufacturing* THURSDAY, APRIL 16 Jobless claims* FRIDAY, APRIL 17 Housing Starts***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: plus a little bonus for premium subs today below

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Swiss Bank Calls for $6,000 Gold Zerohedge — Swiss Bank Calls for $6,000 Gold by Year End Yahoo — Silver Institute Projects Widening Supply Gap Through 2026 X.com — Central Banks Pivot to Selective Selling After Historic 2026 Gold Rally Featured Analysis: News & Analysis: Coming SoonData on Deck: PPI, Speakers* MONDAY, APRIL 13 10:00 am Existing home sales* TUESDAY, APRIL 14 PPI* WEDNESDAY, APRIL 15 Manufacturing* THURSDAY, APRIL 16 Jobless claims* FRIDAY, APRIL 17 Housing Starts***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, APRIL 1310:00 amExisting home salesMarch4.09 million6:20 pmFed governor Stephen Miran speaks* TUESDAY, APRIL 146:00 amNFIB optimism index98.88:30 amProducer price indexMarch0.7%8:30 amCore PPIMarch0.5%8:30 amPPI year over year3.4%8:30 amCore PPI year over year3.5%11:15 amChicago Fed President Austan Goolsbee speaks12:45 pmFed governor Michael Barr speaks1:00 pmBoston Fed President Susan Collins, Richmond Fed President Tom Barkin and Philadelphia Fed President Anna Paulson on a panel about rural economy* WEDNESDAY, APRIL 158:30 amImport price indexMarch1.3%8:30 amImport price index minus fuelMarch1.1%8:30 amEmpire State manufacturing surveyApril-0.2%8:30 amFed governor Michael Barr speaks10:00 amHome builder confidence indexApril381:45 pmFed Vice Chair for Supervision Michelle Bowman speaks2:00 pmFed Beige Book* THURSDAY, APRIL 168:30 amInitial jobless claimsApril 118:30 amPhiladelphia Fed manufacturing surveyApril18.18:35 pmNew York Fed President John Williams speaks9:15 amIndustrial productionMarch0.2%9:15 amCapacity utilizationMarch76.3%10:35 amFed governor Stephen Miran speaks* FRIDAY, APRIL 178:30 amHousing startsMarch1.49 million8:30 amBuilding permitsMarch1.38 million12:15 pmRichmond Fed president Tom Barkin speaks2:00 pmFed governor Christopher Waller speaks 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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Gold’s Record Resilience Signals a Permanent Shift in Sovereign Risk Management Zerohedge — Swiss Bank Calls for $6,000 Gold by Year End Yahoo — China Bans Acid Exports to Preserve Metals and Fertilizer Supply X.com — China Raises Gold, Silver Margins to ~19% and ~22% to Cool Volatility Featured Analysis: News & Analysis: Coming SoonData on Deck: PPI, Speakers* MONDAY, APRIL 13 10:00 am Existing home sales* TUESDAY, APRIL 14 PPI* WEDNESDAY, APRIL 15 Manufacturing* THURSDAY, APRIL 16 Jobless claims* FRIDAY, APRIL 17 Housing Starts***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: Caveat; this signal is for 3 to 5 days. Yes the market can go higher after that. But please remember this is not what happened late last year. Late last year we had two or three things that were different. One was China had lower margins encouraging speculation. Two was China had a fund that was conducive to access speculation. Three London lease rates were high, and London had no metal. Since then, LBMA has gotten some metal from the US JP Morgan, probably, China has essentially shut down that UBS fund, and margins in Asia are much higher. We cannot count on the Asian hours to follow through as much as we used to. Put it this way if it does follow through be pleasantly surprised, just do not expect us to have what we had happen before happen a second time.* MONDAY, APRIL 1310:00 amExisting home salesMarch4.09 million6:20 pmFed governor Stephen Miran speaks* TUESDAY, APRIL 146:00 amNFIB optimism index98.88:30 amProducer price indexMarch0.7%8:30 amCore PPIMarch0.5%8:30 amPPI year over year3.4%8:30 amCore PPI year over year3.5%11:15 amChicago Fed President Austan Goolsbee speaks12:45 pmFed governor Michael Barr speaks1:00 pmBoston Fed President Susan Collins, Richmond Fed President Tom Barkin and Philadelphia Fed President Anna Paulson on a panel about rural economy* WEDNESDAY, APRIL 158:30 amImport price indexMarch1.3%8:30 amImport price index minus fuelMarch1.1%8:30 amEmpire State manufacturing surveyApril-0.2%8:30 amFed governor Michael Barr speaks10:00 amHome builder confidence indexApril381:45 pmFed Vice Chair for Supervision Michelle Bowman speaks2:00 pmFed Beige Book* THURSDAY, APRIL 168:30 amInitial jobless claimsApril 118:30 amPhiladelphia Fed manufacturing surveyApril18.18:35 pmNew York Fed President John Williams speaks9:15 amIndustrial productionMarch0.2%9:15 amCapacity utilizationMarch76.3%10:35 amFed governor Stephen Miran speaks* FRIDAY, APRIL 178:30 amHousing startsMarch1.49 million8:30 amBuilding permitsMarch1.38 million12:15 pmRichmond Fed president Tom Barkin speaks2:00 pmFed governor Christopher Waller speaks 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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Gold’s Record Resilience Signals a Permanent Shift in Sovereign Risk Management Zerohedge — Comex Deathwatch: China Sets The Gold Price Yahoo — China Bans Acid Exports to Preserve Metals and Fertilizer Supply X.com — Washington’s Naval Pivot Drives Sharpest Oil Rally of 2026 Featured Analysis:Special: Uranium Bull Case Gets Big Boost from Iran WarNews & Analysis: Coming SoonData on Deck: PPI, Speakers* MONDAY, APRIL 13 10:00 am Existing home sales* TUESDAY, APRIL 14 PPI* WEDNESDAY, APRIL 15 Manufacturing* THURSDAY, APRIL 16 Jobless claims* FRIDAY, APRIL 17 Housing Starts***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, APRIL 1310:00 amExisting home salesMarch4.09 million6:20 pmFed governor Stephen Miran speaks* TUESDAY, APRIL 146:00 amNFIB optimism index98.88:30 amProducer price indexMarch0.7%8:30 amCore PPIMarch0.5%8:30 amPPI year over year3.4%8:30 amCore PPI year over year3.5%11:15 amChicago Fed President Austan Goolsbee speaks12:45 pmFed governor Michael Barr speaks1:00 pmBoston Fed President Susan Collins, Richmond Fed President Tom Barkin and Philadelphia Fed President Anna Paulson on a panel about rural economy* WEDNESDAY, APRIL 158:30 amImport price indexMarch1.3%8:30 amImport price index minus fuelMarch1.1%8:30 amEmpire State manufacturing surveyApril-0.2%8:30 amFed governor Michael Barr speaks10:00 amHome builder confidence indexApril381:45 pmFed Vice Chair for Supervision Michelle Bowman speaks2:00 pmFed Beige Book* THURSDAY, APRIL 168:30 amInitial jobless claimsApril 118:30 amPhiladelphia Fed manufacturing surveyApril18.18:35 pmNew York Fed President John Williams speaks9:15 amIndustrial productionMarch0.2%9:15 amCapacity utilizationMarch76.3%10:35 amFed governor Stephen Miran speaks* FRIDAY, APRIL 178:30 amHousing startsMarch1.49 million8:30 amBuilding permitsMarch1.38 million12:15 pmRichmond Fed president Tom Barkin speaks2:00 pmFed governor Christopher Waller speaks 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comWeek: Normal Variation LowerBy Day * short covering rally* long liquidation* closed* Squaring up* Squaring up* The comex futures are “impaired” (bank term). That is why noone big is trading them* * impaired= illiquid due to little marketmaking* Comex is broken similarly but to a lesser extent like the LBMA* Comex is a vault with a futures contract attached now, The whole complex is unwinding* Thats not to say it is shutting down or it is useless. It is to say that the data is less reliable on the futures side, and simultaneously, the moves can be bigger due to lack of bank participation* Further manifestation of the death of Comex* Where did those flows go? Some left, some went to shfe, some went OTC, some play options only* Bank Shorts- covered* Bank longs- sold* Long Funds- added* Shortt funds- added* Macro Discretionary longs- closed* Mac D shorts- added* Chop city as players run for exits* Decent fund to fund options trading* Everybody continues to get out of the pool* Banks are increasingly ignoring their duties as marektmakers in fact trading OTC and front running buy side flows on the exchange.* One can assume not only is the exchange dying, but someth8ing else is getting ready ot be launched and they must keep their powder dry for it.. but what… Tether product… physical for sure.. but where/what

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — China Update: Insurance Buying Grows Zerohedge — Comex Deathwatch: China Sets The Gold Price Yahoo — Eight Fiscal and Monetary Indicators Signal Structural Pressure on U.S. Dollar and Sovereign Debt Position X.com — Oil Rallies as Saudi Infrastructure Damage Hits Export Capacity Featured Analysis:News & Analysis: Data on Deck: PPI, Speakers* MONDAY, APRIL 13 10:00 am Existing home sales* TUESDAY, APRIL 14 PPI* WEDNESDAY, APRIL 15 Manufacturing* THURSDAY, APRIL 16 Jobless claims* FRIDAY, APRIL 17 Housing Starts***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: WGC: Western ETF Liquidation Shock Balanced by Eastern Inflows March saw record gold ETF outflows driven by Western liquidation, rising rates, and dollar strength, cutting quarterly inflows sharply. However, strong Asian demand, resilient market liquidity, and historical flow patterns indicate a positioning reset rather than structural weakness, keeping the broader bullish framework for gold intact despite near-term volatility.

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping:The Flow Show | The Stock Vigilantes

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Central Bank Gold Demand Reaccelerates in February Despite Turkey Selling Zerohedge — China's PBOC Aggressively Buys March Gold Dip Yahoo — Gold’s Record Resilience Signals a Permanent Shift in Sovereign Risk Management X.com — Gold’s Record Resilience Signals a Permanent Shift in Sovereign Risk Management Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: FOMC, CPI, PCE* MONDAY, APRIL 6 None scheduled* TUESDAY, APRIL 7 Durable-goods orders* WEDNESDAY, APRIL 8 Minutes of Fed’s May FOMC meeting* THURSDAY, APRIL 9 PCE* FRIDAY, APRIL 10 CPI***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: Today

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Central Bank Gold Demand Reaccelerates in February Despite Turkey Selling Zerohedge — The Petrodollar Breakdown is Real Yahoo — BRICS+ Nations Lead the Charge Away from Dollar-Denominated Assets X.com — China Bought the March Gold Dip Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: FOMC, CPI, PCE* MONDAY, APRIL 6 None scheduled* TUESDAY, APRIL 7 Durable-goods orders* WEDNESDAY, APRIL 8 Minutes of Fed’s May FOMC meeting* THURSDAY, APRIL 9 PCE* FRIDAY, APRIL 10 CPI***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, APRIL 6None scheduled* TUESDAY, APRIL 78:30 amDurable-goods ordersFeb.0.0%8:30 amDurable-goods minus transportationFeb0.4%12:35 pmChicago Fed President Austan Goolsbee speaks3:00 pmConsumer creditFeb.$8.1 billion* WEDNESDAY, APRIL 82:00 pmMinutes of Fed’s May FOMC meeting* THURSDAY, APRIL 98:30 amPersonal incomeFeb.0.4%8:30 amPersonal spendingFeb.0.4%8:30 amPCE indexFeb.0.3%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexFeb.0.4%8:30 amCore PCE (year-over-year)3.1%8:30 amGDP (second revision)Q40.7%8:30 amInitial jobless claimsApril 410:00 amWholesale inventoriesFeb.-0.5%* FRIDAY, APRIL 108:30 amConsumer price indexMarch0.3%8:30 amCPI year over year2.4%8:30 amCore CPIMarch0.2%8:30 amCore CPI year over year2.5%10:00 amFactory ordersFeb.0.1%10:00 amConsumer sentiment (prelim)April55.5 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

Housekeeping: Support Independent MediaThe Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Goldman Pushes Back on Gold-Doubters Zerohedge — The French (Gold) Deflection Yahoo — The Petrodollar Breakdown is Real X.com — Trump Demands Hormuz Sovereignty as Tehran Rejects Temporary Truce Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: FOMC, CPI, PCE* MONDAY, APRIL 6 None scheduled* TUESDAY, APRIL 7 Durable-goods orders* WEDNESDAY, APRIL 8 Minutes of Fed’s May FOMC meeting* THURSDAY, APRIL 9 PCE* FRIDAY, APRIL 10 CPI***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, APRIL 6None scheduled* TUESDAY, APRIL 78:30 amDurable-goods ordersFeb.0.0%8:30 amDurable-goods minus transportationFeb0.4%12:35 pmChicago Fed President Austan Goolsbee speaks3:00 pmConsumer creditFeb.$8.1 billion* WEDNESDAY, APRIL 82:00 pmMinutes of Fed’s May FOMC meeting* THURSDAY, APRIL 98:30 amPersonal incomeFeb.0.4%8:30 amPersonal spendingFeb.0.4%8:30 amPCE indexFeb.0.3%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexFeb.0.4%8:30 amCore PCE (year-over-year)3.1%8:30 amGDP (second revision)Q40.7%8:30 amInitial jobless claimsApril 410:00 amWholesale inventoriesFeb.-0.5%* FRIDAY, APRIL 108:30 amConsumer price indexMarch0.3%8:30 amCPI year over year2.4%8:30 amCore CPIMarch0.2%8:30 amCore CPI year over year2.5%10:00 amFactory ordersFeb.0.1%10:00 amConsumer sentiment (prelim)April55.5 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

Housekeeping: SCAM ALERTHi everyone, It has recently come to our attention that spam accounts are impersonating GoldFix on platforms like Telegram and possibly Discord. For clarity: we do not have chat rooms on any other platforms, and we will never solicit members through instant messages or DMs. Please ignore these accounts. Unfortunately, scammers and hackers are active in this space, and we want to make sure no one in our community is taken advantage of while learning about commodities. Thank you all for your continued support and contributions to the GoldFix community.The Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Goldman Pushes Back on Gold-Doubters Zerohedge — Gold's Next Leg— The 1970s Playbook is Back Yahoo — Citigroup’s London Gold Gambit X.com — Iran War Stalls Barrick Project Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: FOMC, CPI, PCE* MONDAY, APRIL 6 None scheduled* TUESDAY, APRIL 7 Durable-goods orders* WEDNESDAY, APRIL 8 Minutes of Fed’s May FOMC meeting* THURSDAY, APRIL 9 PCE* FRIDAY, APRIL 10 CPI***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, APRIL 6None scheduled* TUESDAY, APRIL 78:30 amDurable-goods ordersFeb.0.0%8:30 amDurable-goods minus transportationFeb0.4%12:35 pmChicago Fed President Austan Goolsbee speaks3:00 pmConsumer creditFeb.$8.1 billion* WEDNESDAY, APRIL 82:00 pmMinutes of Fed’s May FOMC meeting* THURSDAY, APRIL 98:30 amPersonal incomeFeb.0.4%8:30 amPersonal spendingFeb.0.4%8:30 amPCE indexFeb.0.3%8:30 amPCE (year-over-year)2.8%8:30 amCore PCE indexFeb.0.4%8:30 amCore PCE (year-over-year)3.1%8:30 amGDP (second revision)Q40.7%8:30 amInitial jobless claimsApril 410:00 amWholesale inventoriesFeb.-0.5%* FRIDAY, APRIL 108:30 amConsumer price indexMarch0.3%8:30 amCPI year over year2.4%8:30 amCore CPIMarch0.2%8:30 amCore CPI year over year2.5%10:00 amFactory ordersFeb.0.1%10:00 amConsumer sentiment (prelim)April55.5 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Special: Turkey Sold US Treasuries to Raise Cash… Zerohedge — Europe Debases Silver Coins as Prices Surge Yahoo — Globalism Was Never Built to Last X.com — Rubio vs. CK Hutchison Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: FOMC, CPI, PCE* MONDAY, APRIL 6 None scheduled* TUESDAY, APRIL 7 Durable-goods orders* WEDNESDAY, APRIL 8 Minutes of Fed’s May FOMC meeting* THURSDAY, APRIL 9 PCE* FRIDAY, APRIL 10 CPI***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: About That French RepatriationAccording to Reuters, the Bank of France completed a program that replaced gold previously held in New York with newly acquired, internationally compliant bars now stored in Paris.

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Happy Easter and a good PassoverThe Flow Show | Vitamin Cs

Housekeeping: Support Independent Media. The Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Special: Turkey Sold US Treasuries to Raise Cash… Zerohedge — Europe Debases Silver Coins as Prices Surge Yahoo — World Gold Council's Gold Market Primer X.com — Why Standard Chartered Sees a Long-Term Floor for Bullion Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: Jobs* MONDAY, MARCH 3010:30 am Federal Reserve Chair Jerome Powell speaks4:00 pmNew York Fed President John Williams speaks* TUESDAY, MARCH 31 9:00 am S&P Case-Shiller home price index* WEDNESDAY, APRIL 18:30 am U.S. retail sales * THURSDAY, APRIL 2 U.S. trade deficit Feb* FRIDAY, APRIL 3 8:30 am U.S. employment report March45,000-92,000 Unemployment 4.5%***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, MARCH 3010:30 amFederal Reserve Chair Jerome Powell speaks4:00 pmNew York Fed President John Williams speaks* TUESDAY, MARCH 319:00 amS&P Case-Shiller home price index (20 cities)Jan.--1.4%9:45 amChicago Business Barometer (PMI)March--57.710:00 amJob openingsFeb.7.0 million6.9 million10:00 amConsumer confidenceMarch88.091.212:00 pmChicago Fed President Austan Goolsbee speaks3:00 pmFed governor Michael Barr speaks5:10 pmFed Vice Chair for Supervision Michelle Bowman speaks* WEDNESDAY, APRIL 18:30 amU.S. retail sales (delayed report)Feb.0.4%-0.2%8:30 amRetail sales minus autosFeb0.3%0.0%8:30 amADP jobsMarch--63,0009:05 amSt. Louis Fed President Alberto Musalem speaks9:10 amFed governor Michael Barr speaks9:45 amS&P final U.S. manufacturing PMIMarch--51.610:00 amISM manufacturingMarch52.0%52.4%10:00 amBusiness inventories (delayed report)Jan.--0.1%* THURSDAY, APRIL 28:30 amInitial jobless claimsMarch 28210,000210,0008:30 amU.S. trade deficitFeb.-$61.7 billion-$54.5 billion* FRIDAY, APRIL 38:30 amU.S. employment reportMarch45,000-92,0008:30 amU.S. unemployment rateMarch4.5%4.4%8:30 amU.S. hourly wagesMarch0.3%0.4%8:30 amHourly wages year over year--3.8%9:45 amS&P final U.S. services PMIMarch--51.7 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

Housekeeping: Support Independent Media. The Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — Special: Turkey Sold US Treasuries to Raise Cash… Zerohedge — Europe Debases Silver Coins as Prices Surge Yahoo — Brent Falls Below $100 as Trump Signals Iran Exit While Gold Extends Recovery Above $4,700 X.com — Rogoff Interview: Yuan To Achieve Reserve Status in 5 YearsFeatured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: Jobs* MONDAY, MARCH 3010:30 am Federal Reserve Chair Jerome Powell speaks4:00 pmNew York Fed President John Williams speaks* TUESDAY, MARCH 31 9:00 am S&P Case-Shiller home price index* WEDNESDAY, APRIL 18:30 am U.S. retail sales * THURSDAY, APRIL 2 U.S. trade deficit Feb* FRIDAY, APRIL 3 8:30 am U.S. employment report March45,000-92,000 Unemployment 4.5%***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: * MONDAY, MARCH 3010:30 amFederal Reserve Chair Jerome Powell speaks4:00 pmNew York Fed President John Williams speaks* TUESDAY, MARCH 319:00 amS&P Case-Shiller home price index (20 cities)Jan.--1.4%9:45 amChicago Business Barometer (PMI)March--57.710:00 amJob openingsFeb.7.0 million6.9 million10:00 amConsumer confidenceMarch88.091.212:00 pmChicago Fed President Austan Goolsbee speaks3:00 pmFed governor Michael Barr speaks5:10 pmFed Vice Chair for Supervision Michelle Bowman speaks* WEDNESDAY, APRIL 18:30 amU.S. retail sales (delayed report)Feb.0.4%-0.2%8:30 amRetail sales minus autosFeb0.3%0.0%8:30 amADP jobsMarch--63,0009:05 amSt. Louis Fed President Alberto Musalem speaks9:10 amFed governor Michael Barr speaks9:45 amS&P final U.S. manufacturing PMIMarch--51.610:00 amISM manufacturingMarch52.0%52.4%10:00 amBusiness inventories (delayed report)Jan.--0.1%* THURSDAY, APRIL 28:30 amInitial jobless claimsMarch 28210,000210,0008:30 amU.S. trade deficitFeb.-$61.7 billion-$54.5 billion* FRIDAY, APRIL 38:30 amU.S. employment reportMarch45,000-92,0008:30 amU.S. unemployment rateMarch4.5%4.4%8:30 amU.S. hourly wagesMarch0.3%0.4%8:30 amHourly wages year over year--3.8%9:45 amS&P final U.S. services PMIMarch--51.7 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — India Sidesteps LBMA, Redirects Gold and Silver ETF Pricing Home Zerohedge — Europe Debases Silver Coins as Prices Surge Yahoo — Europe Debases Its Silver Coins as Prices Surge X.com — Newmont Issues Default Notice Against Barrick Over Nevada Gold Mines Resource Diversion AllegationFeatured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: Jobs* MONDAY, MARCH 3010:30 am Federal Reserve Chair Jerome Powell speaks4:00 pmNew York Fed President John Williams speaks* TUESDAY, MARCH 31 9:00 am S&P Case-Shiller home price index* WEDNESDAY, APRIL 18:30 am U.S. retail sales * THURSDAY, APRIL 2 U.S. trade deficit Feb* FRIDAY, APRIL 3 8:30 am U.S. employment report March45,000-92,000 Unemployment 4.5%***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: PetroYuan Destined to Replace PetroDollar

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The Reset is a process, not an event Featured Posts on News Sites :Scottsdale Mint — India Sidesteps LBMA, Redirects Gold and Silver ETF Pricing Home Zerohedge — Jeff Currie: The Global Economy is in for a (C)rude Awakening Yahoo — Gold's Role Evolves From Haven Asset to Functional Reserve Instrument X.com — Why Gold is Finding Support Even as Oil Premiums Evaporate Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: Jobs* MONDAY, MARCH 3010:30 am Federal Reserve Chair Jerome Powell speaks4:00 pmNew York Fed President John Williams speaks* TUESDAY, MARCH 31 9:00 am S&P Case-Shiller home price index* WEDNESDAY, APRIL 18:30 am U.S. retail sales * THURSDAY, APRIL 2 U.S. trade deficit Feb* FRIDAY, APRIL 3 8:30 am U.S. employment report March45,000-92,000 Unemployment 4.5%***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The 1970s Are BackFeatured Posts on News Sites :Scottsdale Mint — India Sidesteps LBMA, Redirects Gold and Silver ETF Pricing Home Zerohedge — Jeff Currie: The Global Economy is in for a (C)rude Awakening Yahoo — Von Greyerz: Gold’s Biggest Fire Sale in 40 Years Is Being Misread X.com — Jeff Currie: The Global Economy is in for a (C)rude Awakening Featured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: Fed Speakers* MONDAY, MARCH 23 10:00 am Construction spending (delayed report)Jan.0.3%* TUESDAY, MARCH 24 PMIs and speakers* WEDNESDAY, MARCH 25 8:30 am Import price index, Mirren Speaks* THURSDAY, MARCH 26 Various speakers * FRIDAY, MARCH 27 Consumer sentiment (final)March55.5***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The 1970s Are BackFeatured Posts on News Sites :Scottsdale Mint — BIS: “Margin increases amplified silver volatility” Zerohedge — Book: The Return of Real Money- Excerpt Yahoo — Saudi Arabia and Kuwait Monetize Infrastructure Amid Infrastructure Strikes X.com — West Red Lake Gold Added To GDXJ Junior Gold Miners ETF Featured Analysis:Here's What Eric Revealed: Iran is selling oil to China in RMB and keeping proceeds within China’s banking system, primarily through Bank of Kunlun, bypassing dollar settlement entirely. Surplus yuan is then converted into physical gold via the domestic Shanghai Gold Exchange, creating a closed-loop system of oil, RMB, and gold. This structure allows Iran to sustain trade under sanctions while China secures discounted energy, establishing a scalable blueprint for broader RMB-gold settlement across global oil flows.News & Analysis: Coming Soon/ Chat: Data on Deck: Fed Speakers* MONDAY, MARCH 23 10:00 am Construction spending (delayed report)Jan.0.3%* TUESDAY, MARCH 24 PMIs and speakers* WEDNESDAY, MARCH 25 8:30 am Import price index, Mirren Speaks* THURSDAY, MARCH 26 Various speakers * FRIDAY, MARCH 27 Consumer sentiment (final)March55.5***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check:

A senior Iranian official told CNN that Iran is “considering” allowing oil tankers to transit the Strait of Hormuz on the condition that the oil cargo is traded/settled in Chinese yuan (rather than USD).-CNN’s Reporting March 14–16, 2026“That’s because they have been doing it successfully themselves for years now.” - VBL and Eric YeungThe Yuan-to-Gold Pipeline: China, Iran, and the End of Dollar SettlementThe following is a discussion between Eric Yeung (King Kong) and Vince Lanci (VBL) on two topics. One is linking gold’s selloff to a dollar-driven liquidity squeeze and unwinding of crowded de-dollarization trades, The other topic is an emerging yuan-for-oil system where China, Iran, and others settle energy trade in RMB and convert surpluses into gold. The result is a functioning, expanding alternative monetary loop accelerating global de-dollarization despite short-term market volatility.This is must listen for those searching for clarity in what has become the fog of this Iranian war as far as Gold and USD dominance is concerned. What follows is our bottom line and a podcast topical outlineBottom Line on Oil for YuanThe China-Iran trade loop has evolved beyond sanction evasion into system design.It replaces dollar settlement with a sequence:* Energy priced outside USD* Currency trapped within a controlled system* Value extracted through physical goldThis creates a parallel monetary channel anchored in commodities and resolved in bullion.As geopolitical pressure intensifies, the significance of this structure will not come from its existence. It will come from its replication.DISCUSSION TIMESTAMPS* 00:00 – 01:30 | Opening Frame: Market Stress Meets System Shift* 01:30 – 03:50 | Precious Metals Selloff: The Crowded Trade Unwind* 03:50 – 05:30 | Positioning Reality: Who Actually Owns Gold* 05:30 – 08:30 | Forced Selling: Middle East Liquidity Stress, Not Central Banks* 08:30 – 09:30 | The Dollar Squeeze: Funding Pressure Drives Liquidation* 09:30 – 11:00 | Transition: From Market Flows to Monetary Architecture* 11:00 – 13:30 | Iran Confirmation: Yuan-for-Oil Moves Into the Open* 13:30 – 16:00 | Proof vs Evidence: Why the Market Missed the Shift* 16:00 – 18:30 | Geoeconomics Over Ideology: How Trade Actually Functions* 18:30 – 22:00 | Trade Infrastructure: The China–Iran Settlement System* 22:00 – 23:30 | Gold Conversion Layer: RMB Surplus into Physical Metal* 23:30 – 27:30 | The Full Loop: Oil → RMB → Gold (Closed System Design)* 27:30 – 29:30 | Expansion Phase: Saudi Adoption and BRICS Alignment* 29:30 – 31:30 | Trigger Point: Hormuz and the Acceleration Scenario* 31:30 – 33:00 | Strategic Intent: This System Was Pre-Built* 33:00 – 35:30 | Western Misread: Waiting for Proof Instead of Reading Signals* 35:30 – 37:30 | Endgame Trajectory: De-Dollarization Through System StressArticle Discussed…Previously… 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

Housekeeping: Support Independent Media. The 1970s Are BackFeatured Posts on News Sites :Scottsdale Mint — BIS: “Margin increases amplified silver volatility” Zerohedge — WSJ: Wyoming’s Gold Hedge and the Return of State Bullion Yahoo — Oil Could Hit $170 Peak if This lasts 6 Months X.com — Czech Central Bank Navigates the Trade-off Between Inflation and GrowthFeatured Analysis:News & Analysis: Coming Soon/ Chat: Data on Deck: PPI and Fed Day * MONDAY, MARCH 2310:00 amConstruction spending (delayed report)Jan.0.3%* TUESDAY, MARCH 248:30 amU.S. productivity (revision)Q42.8%9:45 amS&P flash U.S. services PMIMarch51.79:45 amS&P flash U.S. manufacturing PMIMarch51.66:30 pmFederal Reserve governor Michael Barr speaks* WEDNESDAY, MARCH 258:30 amImport price indexFeb.0.2%8:30 amImport price index minus fuelFeb.0.5%4:10 pmFederal Reserve governor Stephen Miran speaks* THURSDAY, MARCH 268:30 amInitial jobless claimsMarch 214:00 pmFederal Reserve governor Lisa Cook speaks6:30 pmFederal Reserve governor Stephen Miran speaks7:00 pmFederal Reserve Vice Chair Philip Jefferson speaks7:10 pmFederal Reserve governor Michael Barr speaks* FRIDAY, MARCH 2710:00 amConsumer sentiment (final)March55.5***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: Why Wicks Matter* Wicks and trapped sellers* Wicks and discouraged shorts* Using Wicks as a simple form of VWAP* Wicks and fish hooks* Prior wicks as reversals… 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

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: NO SUNDAY DISCUSSION. LOOK FOR SPECIAL FOUNDERS CONTENT TODAYThe Flow Show | The Gravy PainTL;DR — GOLD & PRECIOUS METALS (16:20 → End)* Gold selling is mechanical, not fundamental: The decline is driven by forced liquidation of crowded longs (leveraged de-dollarization trades), particularly from Middle Eastern and macro players, rather than a change in the underlying bullish thesis.

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The 1970s Are BackFeatured Posts on News Sites :Scottsdale Mint — WSJ: Wyoming’s Gold Hedge and the Return of State Bullion Zerohedge — WSJ: Wyoming’s Gold Hedge and the Return of State Bullion Yahoo — WGC Answers: Are we running out of gold? X.com — Philippine Sovereign Wealth Fund Shifts to Gold Amidst Gulf Crisis Featured Analysis:News & Analysis:Coming Soon/ Chat: Data on Deck: PPI and Fed Day * MONDAY, MARCH 16 Empire State manufacturing survey* TUESDAY, MARCH 17 Pending home sales* WEDNESDAY, MARCH 18 PPI, FOMC interest-rate decision and press conference* THURSDAY, MARCH 19 New home sales* FRIDAY, MARCH 20 8Employment cost indexQ40.7%***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internCharts and Final Market Check: Why Wicks Matter* Wicks and trapped sellers* Wicks and discouraged shorts* Using Wicks as a simple form of VWAP* Wicks and fish hooks* Prior wicks as reversals…

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Support Independent Media. The 1970s Are BackFeatured Posts on News Sites :Scottsdale Mint — WSJ: Wyoming’s Gold Hedge and the Return of State Bullion Zerohedge — WSJ: Wyoming’s Gold Hedge and the Return of State Bullion Yahoo — WGC Answers: Are we running out of gold? X.com — Philippine Sovereign Wealth Fund Shifts to Gold Amidst Gulf Crisis Featured Analysis:News & Analysis:Coming Soon/ Chat: Data on Deck: PPI and Fed Day * MONDAY, MARCH 16 Empire State manufacturing survey* TUESDAY, MARCH 17 Pending home sales* WEDNESDAY, MARCH 18 PPI, FOMC interest-rate decision and press conference* THURSDAY, MARCH 19 New home sales* FRIDAY, MARCH 20 8Employment cost indexQ40.7%Charts and Final Market Check: ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

Housekeeping: Support Independent Media. The 1970s Are BackFeatured Posts on News Sites :Scottsdale Mint — Wyoming’s Gold Hedge and the Return of State Bullion Zerohedge — Gold Becomes America’s Top Export Yahoo — WGC Answers: Are we running out of gold? X.com — AfD Leadership Denounces U.S.-Israel Strategy; Warns of Global Contagion and "WWIII" Risk Featured Analysis:News & Analysis:Coming Soon/ Chat: Data on Deck: PPI and Fed Day * MONDAY, MARCH 16 Empire State manufacturing survey* TUESDAY, MARCH 17 Pending home sales* WEDNESDAY, MARCH 18 PPI, FOMC interest-rate decision and press conference* THURSDAY, MARCH 19 New home sales* FRIDAY, MARCH 20 8Employment cost indexQ40.7%Charts and Final Market Check: ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internTL;DR Hartnett* Hartnett’s core warning is a 2007 to 2008 replay risk: oil is spiking, credit stress is emerging, and policymakers risk repeating the same mistake made into the last crisis by tightening into a fragile financial system. In that analogy, oil is the visible problem, but credit is the system-breaking problem.* The main lesson from the 2008 analog is policy error: in the prior cycle, central banks kept focusing on inflation and energy while credit was already cracking underneath. The conclusion is that hiking rates to fight oil now would repeat that error, weaken banks further, and increase the odds of a broader market break.* Hartnett’s near-term framework is conditional: if oil comes back down and financial conditions ease, Treasuries, China, equities, and gold can recover. If oil stays elevated and credit worsens, markets move deeper into risk-off, with banks, cyclicals, and overbought assets like gold still vulnerable before a true capitulation low is reached.* Our interpretation extends beyond Hartnett’s short-term setup: even if policymakers avoid a full 2008-style mistake, we feel the bigger path still points toward medium-term stagflation, with oil likely remaining structurally elevated, credit pressure lingering, and gold weaker in the short run but stronger over the next one to two years. 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