GoldFix Sunday Reading

Dec 29, 2024

Housekeeping: The last leg of the holidays are upon us. If you are off the next few days, these may come in handy. If not (like us), take a break when the boss isn’t looking… also like us.

Cheers…

Quick Note: China's Plan, The USD, and Gold

VBL

December 29, 2024

Quick Note: China's Plan, The USD, and Gold

Housekeeping: Good Morning. There will be a “post of (new) posts” for your reading selection later today as well as a Founders discussion at 2p.m. Here first is a brief note on China’s Gold strategy loosely tying some things together as it pertains to the statement:

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Silver "Another step higher in 2025"

VBL

December 29, 2024

UBS’ report on silver markets for 2025 projects a bullish outlook for the metal, forecasting prices to rise to USD 36-38 per ounce by the end of the year. Their optimism stems from expectations of lower U.S. yields, improved global industrial activity, and a rebound in investor confidence. They also provide levels at which they would be buyers for their book and their clients if a dip presented itself.

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Founders: UBS on Silver

VBL

December 29, 2024

With an added bonus at bottom

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Crypto Theses 2025

VBL

December 29, 2024

Executive Summary:

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Founders: View from a Chairlift- Peaks, Valleys, and 2025 Predictions

VBL

December 29, 2024

View from a Chairlift: Peaks, Valleys, and 2025 Predictions.

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Why Stocks Will Underperfom Going forward

VBL

December 29, 2024

Why Stocks Will Underperfom Going forward

What is This?

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A Closer Look at US Immigration

VBL

December 29, 2024

The impact of immigration on the United States: a long-term view

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Founders: BRIC Economic Stagnation Risk

VBL

December 29, 2024

Intro: Biased, but not wrong. China may be suffering in part from Russia’s prolonged war. Disruption isn’t free. The US with its GRC status can afford to play a longer game than most, even if it is its people that bear the brunt of it.

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GoldFix

GoldFix Sunday Reading

Quick Note: China's Plan, The USD, and Gold

Silver "Another step higher in 2025"

Founders: UBS on Silver

Crypto Theses 2025

Founders: View from a Chairlift- Peaks, Valleys, and 2025 Predictions

Why Stocks Will Underperfom Going forward

A Closer Look at US Immigration

Founders: BRIC Economic Stagnation Risk

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