GoldFix

GoldFix

Founders: Early Look +

Hartnett and GS Crypto

VBL's avatar
VBL
Dec 20, 2024
∙ Paid

Housekeeping: Very slow time of year for materials. Expect the 2025 reports to start coming in heavier next week. Have a couple pieces coming from us. One on the Goldman “Pushback”, a second on China dedollarization as it manifests in their policies towards US biz.

Contents:

  1. Flow Show:

  2. Hartnett: Best of Breed Stocks

  3. Global FMS: cash levels are very low..…

This post is for subscribers in the Founding Member plan

Already in the Founding Member plan? Sign in
© 2025 VBL
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture