Housekeeping: This is the PM GoldFix combining the day’s posts
SPECIAL NOTE
This Weekend: GS latest report, Hartnett, BOA report, and GS walk-throughs plus assorted PDFs
RE increased content volume: If this market continues we will start to curate; but for now, it's a big tent. GoldFix covers metals and related markets from Macro/Fundy/Flow/Geopol and TA perspectives. We provide, you decide. Currently over 50 reports are reviewed daily for subscriber interest. Once upon a time there were 3 a week. It's a good problem for all of us.
New Content: Soon new well known content will be added for Gold, Silver, miners and much more.. More charts and technicals
Next Week: written content will be focused on getting relevant research out with little to no commentary, except for possible tactical levels.
Sunday: there will be no Founders discussion this Sunday.
Pricing: GoldFix will be raising subscription prices very soon. All prior subscribers will be locked in for life at prices they signed up.
Please enjoy your weekendsMorning Rundown:
Macro-Economics/Commodities:
Miners: There are signs...
Housekeeping: As projected—the miners are in play everywhere you look as banks seek safer alternatives than tech to keep inquiring clients happy
From September 2022…
SLV ETF and Spot Plumbing Analysis from 2011
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Geopolitics/Elections:
Bank: April 2nd Tactical Gameplan and Beyond
Goldman’s house view is more bearish than market expectations, clients are taking off risk because listed products are not capturing the trade fear dynamics efficiently. We share their preferred implementations ahead of April 2nd tariff announcements:
Founders:
**Early Look: Hartnett
Scores on the Doors: gold 15.9%, commods 3.2%, IG bonds 2.5%, HY bonds 2.3%, govt bonds 2.1%, cash 1.0%, stocks 0.6%, oil -2.5%, US dollar -3.8%, crypto -25.7% YTD.
10 thumbs up
(I'm all thumbs today)
The miners really shit the bed today!