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Weekly GoldFix: This is The Big One

Grab your favorite beverage and kick back

VBL

Sep 23, 2023

Good Afternoon.

This week, given the volume and variety of content we try to put under the GoldFix “Big-Tent” that all ties back to Gold, there is just too much good stuff to put in one emailed post.

Thus, for this weekend, better to do standalone stories. Pick what you want to read on your weekend schedule. This is our only email for the weekend. Enjoy your friends and families please1.

New Content This Weekend:

**PODCAST: Deep dive into Goldman’s Option Comment- (Founders link)
**EXCLUSIVE: Asian Geopolitics (sent, link below)
**JPM Takes Goldman's SuperCycle Narrative and Runs with it (link below)
**PODCAST: Tom Luongo: The Battle for Gold Pricing Control (link below)
Uranium Bulls: Defying Trends and Redefining Energy (link below)
NJ Sen. Menendez Gold Bar Bribery Scandal (link below)
Plus FOMC analysis, and more from China…

JPM Takes Goldman's SuperCycle Narrative and Runs with it

VBL

Sep 23

JPM Takes Goldman's SuperCycle Narrative and Runs with it

We hope to have some commentary on the report tomorrow or Monday, including the Supercycle history going back to 2003 when and where it all started with a Yale Commodity paper that Goldman loved and then applied back then.

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EXCLUSIVE: Fund Manager Shares Deep-Insights into Asian Geopolitics

VBL

Sep 23

EXCLUSIVE: Fund Manager Shares Deep-Insights into Asian Geopolitics

What is This— One of GoldFix’s Original Founders shares a 2000 word essay composed especially for our community. Comment— Truly, this is must-read for anyone with a desire to understand Asian Geopolitics better in context of the growing push-pull between Russia/China and the US.

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GOLD MUST READ, Founders: Do not share

VBL

Sep 21

**GOLD MUST READ, Founders: Do not share**

From one of our trusted contacts in mainland China. We got this Tuesday and have been sitting on it waiting for more context, but none has come yet. This is being shared bc someone bought a lot of GLD calls today, and while that means nothing directionally (could be a short hedging upside risk), it does mean there is a play ramping up. So our hand was forced.

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Tom Luongo: The Battle for Gold Pricing Control

VBL

Sep 23

Tom Luongo: The Battle for Gold Pricing Control

Listen now (90 mins) | Tom Luongo’s Gold, Goats ’N Guns Podcast Tom had VBL back and it was great. They revisited and discussed “progress” made in various ideas since our last chat as well as more clarification on the European fiasco Tom frequently talks about. Key topics

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Uranium Bulls: Defying Trends and Redefining Energy- PDF

VBL

Sep 23

Uranium Bulls: Defying Trends and Redefining Energy- PDF

We are watching Uranium closely but do not have the level of knowledge we have about it like we do in Gold, Silver, Oil, and Nat Gas. Thus we do not give opinions on it.GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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Founders: Goldman's GLD Bull Spread Trade

VBL

Sep 23

Founders: Goldman's GLD Bull Spread Trade

Listen now (15 mins) | *GOLD...The desk started to see clients re-engage in GLD with ~440k calls trading, the most since March. We saw a cust sell 75,000 Oct 180 190 call spread to buy 75,000 Nov 185 195 call spread and sell 37,000 Nov 175 puts. We like owning calls outright with 1-3m implied vol trading near 4y lows. (h/t Cullen Morgan). Please reach out for more details.

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Sen. Bob Menendez Indicted Over Gold Bar Bribery Schemes

VBL

Sep 23

Sen. Bob Menendez Indicted Over Gold Bar Bribery Schemes

[This story has been updated as of 4:40 on Friday. Link to consequences of this developing event goes to those updates on ZeroHedge] GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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The Fed Just Raised Their Inflation Target: FOMC Analysis

VBL

Sep 21

The Fed Just Raised Their Inflation Target: FOMC Analysis

While [the Fed] would never admit a (revealed) preference for higher inflation, it is much easier to feign a total commitment to 2% if the data are at least trending in the right direction. As headline rates bounce, the whole [2% inflation target] charade becomes more difficult to sustain

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Good Yom Tov and Chag Sameach for the year ahead to those that observe

GoldFix

Discover more from GoldFix

Weekly GoldFix: This is The Big One

Grab your favorite beverage and kick back

New Content This Weekend:

JPM Takes Goldman's SuperCycle Narrative and Runs with it

EXCLUSIVE: Fund Manager Shares Deep-Insights into Asian Geopolitics

**GOLD MUST READ, Founders: Do not share**

Tom Luongo: The Battle for Gold Pricing Control

Uranium Bulls: Defying Trends and Redefining Energy- PDF

Founders: Goldman's GLD Bull Spread Trade

Sen. Bob Menendez Indicted Over Gold Bar Bribery Schemes

The Fed Just Raised Their Inflation Target: FOMC Analysis

GOLD MUST READ, Founders: Do not share