Good Morning: Big Tent Gold Revival
Today: Short takes, Long reports, Hartnett analysis (Founders), Founders Discussion.. more.
Today: Short takes, Long reports, Hartnett analysis (Founders), Founders Discussion.. more.
Summary:
Things are coming together in our worlds faster now, we’re trying to keep on top of it all for subscribers.
Long form writing is not the way to go on days like this
Look for very brief topical posts almost every hour related to Metals today
All posts will have research at bottom (not necessarily on posted topic) for your perusal
Founders Meeting 2-4 today with Brynne Kelly on oil.. Available for Premium Tomorrow morning
Good Morning:
As things get more complex, previously disparate topics have become closely intertwined. When talking about Precious metals, we now are forced to talk about: War, Geopolitics, Dedollarization, Supply-chains, Unions, Trade policies etc etc. Everything potentially effects either metals price currently, or the supply/demand structure for these assets going forward.
GoldFix pitches a big tent for precious metals and we always aim to help you see these drivers before anyone else. This way, when the sh*t hits the fan, while everyone else is saying —What happened, what do I do— you will already know and can act with a clear mind.
On that note, today is a checkpoint of sorts. There are several events, opinions, and insights to convey on those intertwined subtopics; All of which indirectly affect Gold and Silver. More and more also *directly* affect them as the next posts will reveal.
These observations will all be captured in shorter, more concise posts today. Look for approximately one short (5 minute read/listen) post-per-hour today for easier digestion. Titles will have the sub-topic (Unions, BRICS, etc) labeled.
The Unifying Principle: We Want to Make Money
One thing every post will have in common… they all will point to policies and events that continue shrinking above-ground supply of precious metals available for investors at current prices. This is a guarantee of price appreciation concurrent with inflationary forces that will come no matter how high Powell makes interest rates go.
These things are manifesting now.
Additionally, every post will have 2 or 3 long-form research reports added (with A Goldfix notation on those of special interest) at bottom. You chose what interests you.
Note: The lack of metals or even commodity/oil info out there lately is intriguing and we have no opinion on it yet. But it does raise a buy-season eyebrow. right now, it means the volatility in Gold and Silver may get much bigger going onto December. It should be volatility higher.. but where the h*ll are the sell-side recommendations?
Cheers.
GSTrader 1 Saturday Note
BOA on Higher rate effects
Barclays: Recession is obvious.. rates should drop