GoldFix

Home
Notes
GoldFix Reads
Archive
Leaderboard
About
More Inflation is Coming.. but it’s the "good" kind
Anti-Goldilocks Update
 • 
VBL
1
Interview: Russell Napier Predicted "The Fiscal Put"
Structural Inflation (Anti-Goldilocks) and How it Will Play Out
 • 
VBL
15
Gold Spikes on Dovish Fed
Gold is Goldilocks.. Everything else is not.
 • 
VBL
4
**Must Read: Zombie Goldilocks
June 6
 • 
VBL
1
The Broken Bond Ladder
Goldilocks And Her Evil Twin If the Fed intends to fight inflation on the demand-side in part by getting mortgage costs up (they are) and house prices…
 • 
VBL
*SPECIAL: Hartnett Calls It
Watch now (27 mins) | "Gold in Early Secular Bull"
 • 
VBL
5
***Founders AM: Hartnett on Gold (Early Look)
"GOLDISHOCKS"
 • 
VBL
2
Hartnett Gets Brutal on The Future | Market Rundown
Inflation is a secular reality not a cyclical theme
 • 
VBL
Goldman Trader: Shifting Sands
"We’ve benefited from a Goldilocks paradigm of declining inflation, resilient consumer and strong consumption. That might be showing signs of changing."
 • 
VBL
2
Macro Storm Coming to Gold
Flow Show Comment: Obvious Gold Bears are Obvious
 • 
VBL
6
Hartnett Says "Fed Tolerating Higher Inflation" Target
Watch now (15 mins) | "Goldishocks" Flow Show Analysis
 • 
VBL
8
CPI crushed! Everything Rallies
CPI surprises comes in well below expectations signaling the fed will be very likely to ease as the soft landing, Goldilocks, scenario has taken…
 • 
VBL
8
© 2024 VBL
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture