PM GoldFix: Golden Ruble

ASML CHiP Ban, Hartnett First Look, Rabo

Jun 30, 2023

∙ Paid

Good evening.

Today:

Did a podcast interview with Tom B of Palisades and Tom L of Guns, Goats, and Gold. Look for it this weekend. Heavy Geopol stuff.

Link: 5 minute twitter comment on Dutch Chip ban and China’s reaction: Mercantilism and the ASML China chip ban. (profanity)

Today:

BREAKING: Moscow Exchange to launch Ruble priced gold futures in July

Housekeeping: It’s time to look closer at this behavior and what it implies. Look for a detailed GoldFix podcast this weekend on BRICS exchange new product launches We will give this some perspective and lay out the path forward as to what this all means in context of: Gold (it’s good), The USD as Global Reserve Currency (it’s bad) and the path of global economic power (more uncertain…

2 years ago · VBL

ASML CHiP Exports to China Blocked

UPDATE: CHINA CONDEMNS ACTION CHINESE EMBASSY IN NETHERLANDS, ON DUTCH NEW CHIP EQUIPMENT EXPORT RESTRICTION: URGES DUTCH SIDE TO IMMEDIATELY CORRECT ITS WRONGDOINGS CHINESE EMBASSY IN NETHERLANDS, ON DUTCH NEW CHIP EQUIPMENT EXPORT RESTRICTION: WE ARE ALSO READY TO WORK WITH THE DUTCH SIDE TO ADDRESS THE ISSUE BASED ON THE PRINCIPLE OF MUTUAL BENEFIT…

2 years ago · VBL

Founders: First Look

This weekend: Goldfix podcast on BRICS exchange Gold listings and their massive significance in global trade Hartnett: holiday edition Excellent BBG Macro piece: Is a Recession Delayed a Recession Denied? According to the poll… you wanted more of this. Frankly so did we…

2 years ago · VBL

Solar Panels: Not All of China's Silver is the Same- ZeroHedge

Intro Authored by GoldFix ZH EditGoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a multi part Silver piece exploring in more detail the industrial supply demand dynamics in China with a focus on that nation’s burgeoning Solar Panel manufacturing. It is co-authored an…

2 years ago · VBL

Active Traders: Moor Gold, S&P, BTC Podcast Excerpt

Watch now (4 min) | Good Morning…

The Controlled Demolition Of Nation-States

The Controlled Demolition Of Nation-States GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber…

2 years ago · VBL

Below. RABO MONTHLY…

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