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Good Morning: Big Tent Gold Revival

Good Morning: Big Tent Gold Revival

Today: Short takes, Long reports, Hartnett analysis (Founders), Founders Discussion.. more.

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VBL
Nov 05, 2023
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GoldFix
GoldFix
Good Morning: Big Tent Gold Revival
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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.

  1. GSTrader 1 Saturday Note

  2. BOA on Higher rate effects

  3. Barclays: Recession is obvious.. rates should drop

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