Weekly: Brics Summit, Great Reset Update, Best of the Week
GS, SC, BBG, TD
Gold & Brics Coverage
Good afternoon. Unsurprisingly, no US or G-7 bank substantively covered the BRICS or Gold last week while devoting a small army to Jackson Hole and what color tie Jerome Powell wore.
GoldFix readers, please find below our 7 original posts covering BRICs, Metals, Jackson Hole, and Hartnett’s analysis
Additionally for today:
One bank (not as beholden to the West), did cover Brics a little. We got lucky and a Founder alerted us to it.
SC: Brics Summit- Extremely well-assessed.
BBG: Great Reset Outlook
GS: Oil Fundamentals1
TD CTA Analysis- Gold
CFTC CoT Analysis- Metals
Enjoy the rest of your weekend
Best of the Week
3 Major Things in Metals
Good morning. This is being composed on a cell phone. As such it will be more like one an old school (thorough) market overview and situational analysis for employees to start their own day. (There will be pertinent links and comments in a follow up post as well as stories and reports we’ve reviewed for you all)
Podcast:"Everyone Agrees on Gold" (Includes Transcript)
Listen now (4 mins) | BRICS: Why Gold Again? Asked by a Premium subscriber for a quick explanation of Why The Brics were doing what they were at its core and Why Gold this was recorded. This is gleaned from stuff assimilated from early Zoltan BW 3 stuff, mixed with experiential knowledge of Gold, Blockchain (limited), and a sprinkling of Geopolitics. (Includes beta testing of transcript software at bottom
FED'S POWELL: FED WILL NOT CHANGE 2% INFLATION TARGET
GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Initial comments: Bottom line so far: He will not raise the target Things are looking better We need NON-HOUSING SERVICES INFLATION TO DROP
Founders: BRICS Platform Strategy
To consider the issue of local currencies, payment instruments, and platforms Note: this is a founders post. Therefore, it will have conjectural analysis, high-level explanations, and assume a decent understanding of some concepts by the reader. This type of stuff is for traders, business owners, students of markets and obsessive types like ourselves..
Hartnett says "Pop & Bust" After Last Hike
Watch now (36 mins) | Housekeeping: Starting September 1st, prices for *new* GoldFix monthly Premium Subscribers will increase to $15/mo (vs $12.50 now). Annual subscription prices will *not* increase anytime soon Report Overview: New data indicates Hartnett’s “sell the last hike” idea is tracking. Run time 36:17
Founders Friday: “Impressed by Gold's Resilience”
Still, GREED & fear remains impressed by the relative resilience of gold now, and indeed throughout this current Fed tightening cycle. Housekeeping: Our weekly walkthrough audio podcast of Hartnett’s report will be posted tomorrow. Until then… Best of The Week Unseen
