Sitemap - 2025 - GoldFix
*Special: Founders- Gold Exotics are Back
Howard Marks: We Are Repealing the Laws of Economics
GoldFix PM: Silver and Platinum Mini-pod
Gold Is Money Good, Brace for Deep Recession -Ed Dowd
Powell Will Keep Waiting to Cut
BIS Claims Stablecoins Fail As Money
How we got here, and what will drive us going forward
Gold and Silver Outlook for Rest of 2025
Market Rundown | German, Italian Gold Repatriation Cries Grow Louder
Growing Calls for Germany and Italy to Pull $245 Billion Out of US
Hartnett: Gold and Oil Returns During War for 50 Years. (Gold Wins)
GS: What is the Upside Risk to Oil (Now and Later) if Iran Closes the Strait?
Founders AM: Aftermath, Not Headlines
Gold and Oil in Wake of Iran Escalation
News: Iran Approves Strait of Hormuz Closure.
**Oil: If Iran Blocks the Strait, $120-$150 Range Possible. (Founders)
Founders: GSTrader Macro, Gold, Oil and CTA Flows
Inevitable Dollar Devaluation: A Structured Analysis
Special: Final Word on Citi's Bearish Call...
Hartnett: The Bearish Buck Stops Here?
Bank: Gold prices likely to rise further, Silver appetite grows
Newswire: RMB Settlement Surges as UOB Becomes Direct Participant in China’s CIPS System
Soc Gen Says "Dedollarization Benefits Gold and Small Currencies"
Founders: Dollar's Loss Will Be Bitcoin and British Pound's Gain?
Newswire: Senate Approves GENIUS Act Paving way for Stablecoin revolution
Goldman Reiterates $4,000 Target, Counters Citi's Bear Call
Goldman Stands Firm on $4,000 Call Post Citi's Bear Call
Nassim Taleb on Risks, Gold, Private Markets, Trump Tariffs
Powell: Inflation is a risk, so we’re gonna cut more?!
**Founders Early Look and Important Citi Comment
Video: Citi Expects Gold To Crack $3,000, Industrials (Miners) to Outperform
Audio: Citi Sees Gold’s “Last Hurrah” as Growth Outlook Improves.
FOMC: Powell's Risks Contradicting himself today
Founders FOMC: Powell Risks Contradicting himself today
GoldFix PM: The Silver Bull Begins
*Geopol: When Iran Falls China Won't Help- ZeroHedge Edit
Audio: FOMC Trade Idea (Stocks Way Ahead of Themselves or Not?)
Geopol: Oil, Gold, and Silver surge on Trump’s Tehran warning
Geopol: Oil and gold surge on Trump’s Tehran warning
UK Gold Mining Company Bluebird To Convert Revenues Into Bitcoin
CFTC Analysis: Macro Discretionary is Back
Special: Basel 3 Holds Gold Price Back
Founders Sunday Discussion, Technical Update
Founders 2PM: Macro Discretionary is Back
Platinum: Goldman Asks if Rally is Structural or Temporary
Hartnett: Gold, Commodities in Early Stage Bull
JPMorgan Ups Worst-Case Odds, Deutsche Bank Models 3 (Bad) Scenarios
Founders: Israel-Iran Oil Risk Effect (Full Analyses)
Oil Worst Case Scenario Gets Worse
Geopol: Oil Lessons From the Greatest Analyst of All Time
Goldman: China "Secret" Gold buying Surprises Yet Again
Masterclass: What is Backwardation?
GoldFix PM: Singapore Goes After Comex Gold
Founders— "Platinum Price to Fall Back in Range"
Singapore Takes Aim at Comex/ LBMA Gold Markets
US-Israeli Deception Gave Iran False Security Amid Washington Green Light- ZeroHedge
Anti-Goldilocks Manifests: The structural shift away from a “2% world”
JPMorgan: Iran Attack Could Spike Oil to $120
US Bullion Banks Reap $500 Million in Profits From US Repatriation
JPMorgan: Iran Attack Could Spike Oil to $120
Founders: JPM Says Iran Attack Could Spike Oil to $120, US CPI to 5%
Every: Military Rare Earth Problems
Silver: UBS Adds Upside potential to $40 now
**Founders: (Very) Important Silver Trading Comment
UBS Gets Ready to Raise the Silver Roof
Interview: Silver is a Roach Motel for Shorts
GoldFix PM: Oil and Gold Rise on Middle East Tensions
Beijing Leverages Rare Earths with Six-Month Export Window
BOA Loves the Silver (with Live CPI Comment)
Why Xi Really Took Trump‘s Call
Founders: Tariff CPI Makes An Appearance Today(?)
Thomas Massie Introduces Bill To Audit America's Gold Reserves
Platinum: Forgotten But Not Gone
Founders: GS Trader on Platinum Going Forward
Platinum Extends Surge to Highest Since 2021 as Market Tightens
Every: China Trade, Ukraine War, and LA Burning
Unlocked: Silver Just Getting Started
Goldman: Silver Buying Surge Not Overdone
Silver: The Last 30 Days Posts
Trump Got the Call He Wanted, But?
Debt Trap: Why the 100 Year Bond Idea Will Not work.
Founders: Something is Definitely Going on Here
Basel 3: Silver Chart Analysis
Debt Trap: Why the 100 Year Bond Idea Will Not work.
Rickards: Why Fort Knox Gold Won’t Be Counted.
Founders: 3 reasons for OI to stay down. And one for it to rise.
***Founders: Important For Sunday
Hartnett: If Ai Leads to UBI, Then QE/YCC is Next
Special: Basel 3 Still Doesn't Recognize Gold as Money!
Founders: Basel 3 Still Doesn't Recognize Gold as Money!
Central Banks Back off on Gold Buying At Record Highs
**Founders: Hartnett Early Look
Doug Casey: "We’re going to see $100 or $200 silver in the next few years."
Doug Casey on Silver: Undervalued in a Monetary Crisis
WAR TO OIL SHOCK MECHANISM REMINDER
Every: "I'm just here for the cotton candy"
Silver is Where Gold was 16 Months Ago
Silver Breaks $35 Up 8.5% in 4 days
Founders: Tom Luongo and VBL Uncensored
Stablecoins will Rescue the US Bond Market
Bank Trader: Silver Outshines on Tariff Shock
BOA Takes a look at Silver and Franco Nevada’s big mine royalty purchase
Geopol: Japan's View on US-China War Risk
There are no "Summer Doldrums" for Gold
Silver on the Edge: BOA Says Silver to $40 in 2025
Analysis: Gold’s Pricing Implies Treasuries Are Junk
Founders AM: Technical Discount Offer
COMEX vs. Shanghai Dynamics: Sunday Founders Discussion
Shanghai Future's Exchange Opens Doors to Western Business in Pricing Power Coup
Hartnett: We’re Gonna Need a Bigger Bubble (if Tariffs fail)
Founders: Where did all That Gold We Bought Come From Anyway?
Goldman: Buy Gold Not Bonds— "The 60/40 is Dead"
**Founders Mini Walkthrough & Early Look
Breaking: Gold and Silver Now Legal Tender in Florida
**Bullion Bank Says Gold over Bonds for Next 5 Years
Goldfixpm: Jim Rickards on Gold Leasing
Rickards On Gold Leasing: Is It All There?
Part 3: Goldman’s Nuclear Pick Breakdown
Founders: China Must Spend and Consume More, Driving US Rates Even Higher
Geopol: China Threatens Violence While Soft-Selling Taiwan
Founders AM: Court Tariff Pushback
Gold Dips, Silver Rips as Court Blocks Trump Tariffs
Bridgewater Says "We Are All Mercantilists Now"
Breaking: Court Blocks Trump Tariffs; Gold Dips, Silver Rips
Rabo: Nice talks and good calls
Founders: Bullion Bank Makes Case for Gold and Oil over Bonds
Founders: Is Solana Only Good for Memecoins?
Costco Restricts Gold Purchases While China Buys Even More
Sunday Discussion: Buyers, Sellers, and Bankers
Part 2: The Uranium Supply/Demand Model
Founders: Parts 2 & 3 - Pricing Uranium
Goldman: Ushering in a New Nuclear Age
Part 1: A New Nuclear Age Emerges
Founders: Part 1— A New Nuclear Age Emerges
The BRICS 2025 Dedollarization Endgame
UNLOCKED: How We Got From mBridge to BRICS Pay
Gold, Silver, & Bitcoin Analysis
China's Belt and Road Initiative is Paved with Gold.
Brics 2025: China Builds Global Gold-Vault Network
Founders Preview: The BRICS 2025 Summit
When China Starts Spending, We Will All Pay
EXCLUSIVE: EU Delays Basel 3 Rollout, Blames US
EU Delays Basel III Trading Rules to 2027 as U.S. Deregulation Uncertainty Persists
China Shanghai Gold Traders Raise The Floor
Geopolitics: Trump’s Big Beautiful Deals
Founders: Financial Repression Back on Table
BRICS Sell US Bonds Big Pre-Summit
China Sets the Gold and Silver Price
GoldFixPM: Day Ends and Restarts Strong
Bloomberg Reports: The China Hunt-Brother is Back
China Hunt Brother is Back, And He's Long Copper
GS Reiterates Buy Rec (Again) on Continued China Stealth Buying
Dollar Death and Yuan Ascendancy in 2025— GoldFixPM
Live: LBMA Bullion Bank Disaster Averted.
Deutsche Bank Calls for Bottom, Notes (Lack of) Comex
Founders: Quick Addendum to the DB report
Hartnett: Leaping from 1976 to 1991
Oil’s crude awakening: why it could fall to below $60 next year
Rickards: Petrodollar 2.0 is Coming
Breaking: In Gold We Trust 2025 is Out
Preview: Who Bought Yesterday's Dip?
Founders: This is Who Bought the Gold Dip
Gold Rallies $120 off the Lows as Greed Turns to Fear
**MiniPod: Trump's Deals Will Definitely Weaken USD
China – AI: The Sleeping Giant Awakens
*Geopol: It Will Take Years for India to Catch Pakistan
Gold Big Bounce: Rallies $59 Off Fifty-Day, Up on Day
Mali Judge Expected to Order Barrick Reopening
Gold Synthesized from Lead... for a Millisecond
Michael Every Says "Mercantilism is Back"
Hartnett's Clients say "Gold most overvalued in 20 years"
Hartnett Survey: “Long Gold” = #1 crowded trade
Industrial metals breathe a sigh of relief after China-US trade truce
Newmont: JVs tracking in-line; Robust FCF/liquidity; Defensive vs. peers; Buy
**Founders: (Very) Early Signs of Resilience
CPI Prep: Tariffs in Focus Despite 90-Day Truce
Breaking: China-US Trade Progress Report
Deep Dive: Goldman Option's Trade Ideas
MiniPod: Trade-Talk Holding Pattern
LBMA Takes Back Comex Gold, But to What End?
The Louisiana Purchase And Pragmatic Presidential Power
Russia’s Gold Strategy Offsets Freeze, Profits $96 Billion
The Flow Show: Economic Earthquake
*Founders: Goldman Trade Ideas
US/UK: The first trade deal is done
Fed Cuts Won't Be Enough for Stocks
Taiwan Special: US Color-War Patterns Emerge
Goldman: Trump Announces UK Trade Deal, Signals China Optimism
India-Pakistan's History of Conflict
Gold Reconsidered: A Strategy to Facilitate 21st Century United States Excellence
GoldFixPM: To Save Bonds, Kill the Dollar
To Save UST, The USD May Have to Die a Bit
MiniPod: What if Powell Actually Cuts Today?
JPM: Hedge short-term upside for “very, very big announcement”
To Save UST, The USD May Have to Die a Bit
China Unveils World's 1st 'Meltdown Proof' Thorium Reactor
Analysis: Uncertainty Kills Greed
Citi: Miners a "Once in a 40 Year Gift" whose time has come
***Exclusive Founders FOMC Audio Prep
GoldFixPM: Futures up $100 (Recap)
SUDDEN STOPS AND THE REAL RECESSION THREAT
May FOMC preview: Waiting for the storm
BNB Chain (BNB) – Initiating coverage
Apple v. Epic Injunction – Has The Market Overblown Another App Store Legal Risk?
The twilight of US exceptionalism and the USD: a tale of two (or three) capital flows
US Bank: UST no longer acting like safe-haven asset.
Goldman: Gold to Continue Outglittering Silver
Gold Up $93 as China Buying Makes Funds Run for Cover.
Which Countries Produce The Most Silver?
JPM Says "Dogespierre Has Left The Building"
CoT: If China Doesn't Return.... Macro Bears Will Play
CoT: If China Doesn't Return.... Macro Bears Will Play
Paulson Sees $5,000 Gold by 2028 as Global Confidence in the Dollar Wanes
**Special: China Gold-Selling Decoded+
The Commodities Feed: US sanction threats on Iranian oil exports
Geopol: Nations Increasingly Challenge US Military Superiority
The Silver-Gold-Copper Trading Grid
**First Look+ Unemployment preview
The Bar for Alberta Secession Has Been Lowered
Every: Global Chaos, US Retreat, Or Permanent Fracture Await
Quick Drill down on China Behavior
Wisdom Tree's Gold Outlook for 2026 Puts $4,200 on Radar
The New Gold Story: Who is Buying and Why
**Video: Gold Dives On Record Chinese Liquidations
Breaking: China Steps Back, Sells 1Million Ounces Overnight, Macro Shorts Gold
FoundersAM: Quick Audio/Chart Recap
Gold: Physical Buying vs. (Backtest) Bears
US-China Chances of Military Conflict Now Eclipse Reconciliation
Gold Backtests Argue for Pullback
Event: Cornerstone Forum May 10th
Charts: Trade War Stagflationary Shock
Founders: Bitcoin's Resilience is on Radar
Trend followers long Gold, short Oil; US equity, UST positions smaller
Founders Sunday CFTC Discussion
BBG Analysis: US Buying Just Getting Started
**JPM's $4,000 Walkthrough and Analysis
Trump's Asian Bluff May Have Just Been Called
Founders: Backtests Argue for Pullback Over Next 2 months
From "End of Gold" to Return of the King
Why the JPMorgan Report is a Major Signpost in Gold’s Bull Run
GoldFixPM: The 1970's Stagflation Analog
Slides: The 1970's Stagflation Analog
MUFG: Gold’s steamroller rally is far from overblown
Gold and Silver Price Divergence On Full Display This Week
Every: First Mover Advantage and Legacy Media Tennis
Gold— "Yes, $4,000 is coming."
**DB Explains Why Gold's Downside is Limited.
Scott Bessent's Keynote Speech on The IMF
DB: Takes Note of China's Growing Influence
Every: Trump and Powell "lived happily ever after(?)"
Video: JP Morgan Joins $4,000 Gold Club
JP Morgan Joins $4,000 Gold Club
Every: Few Truly Grasp The Global System is collapsing – or being collapsed.
Bank Asks: Did We Just Enter A New Front of Uncertainty for Gold?
Markets Fret over Fed independence
Banks Take Note: The Comex OI and Spec Biz Now in China
Welcome: Taking Stock of Gold's Move
GoldFixPM: Ed Yardeni thinks $4,000 IN 2025 and $5,000 in 2026
South Korea’s trade slowdown suggests US tariffs starting to hit global economy
Disti Survey 1Q'25: Not getting worse, but not getting better
How the Tariff Shock Puts the US Under Significant External Financing
Ed Yardeni thinks $4,000 IN 2025 and $5,000k in 2026
Analysis: Borrowing is America’s Vulnerability, Austerity Will Follow
Who Will Come to the Table First, China or the US?
Founders AM: Yardeni Thinks $5k
$3,400 Gold and The Widening Gyre
CFTC Analysis: China in Charge
Comex Deathwatch: Zoltan's Crisis of Collateral Manifest
Hartnett: Gold to Hedge "New World Order" Risks
RBC Commodity Comment: Talk of the Town
The Dollar Just Lost Its Moat: Goldman predicts a 20% decline from here.
$2.2 Trillion in Unhedged Risk: Why the USD Should Drop 20%
Trump's Trade Negotiations Could Yield a Surprise —Audio Commentary
UBS Bull, Brics Base, and GoldFix Topping Cases
UBS: There's room for gold to run higher
Every: Stablecoins as "Financial Fartcraft" demand for US T-bills
Founders AM: THE UBS (Room to Run) Report From April 11th before the Spike
The Mechanics of Yesterday's Panic into Gold
GoldFixPM: Up almost $110 in a single day.
Hartnett's Monthly Data Gets Bearish(er)
LIVE: Fed Chair Powell On State of the Economy
Trading Desk: "Continued Asia buying takes market to fresh highs"
**Founders: The Beginning of Panic
Gold: $3,300 and The Beginning of Panic
GoldFixPM: Stablecoins to the Rescue
Founders: The US needs a new nation to buy its Treasuries…So it created one.
Gold is not spiking on crisis. It is repricing on fracture.
Founders AM: China Dedollarization on Display
Goldman Re-Raises to $3,700 with Views of $4,500
India to Buy US Gold and Silver to Rebalance US Trade Under Trump
U.S. electric grid infrastructure in the age of Trump and AI
MiniPod: Why is China Buying Gold Under The Radar?
UBS is "Taking the Gloves Off" Raising Targets by $500 Across Board
Exclusive: Why China's Insurance "Pilot" Plan is Really a Mandate.
Founders: Goldman Re-raises to $3700-- Manic Monday
Founders: UBS is "Taking The Gloves Off" Raises Target $500
ZH: Citi's Former Global Strat Head Says Gold More Room To Run
Hartnett: Short Stocks Until Powell Pivots
GoldFixPM: A Week for the Record Books
**Special: Straight from the trading desk
**China Shift Spikes Gold $50, $3400 on Radar
China Raises Tariffs to 125%, Announces Strategic Shift in Trade Retaliation
GoldFixPM: Fresh ATH Puts $200 more on Table
Founders: JPM and GS Senior Traders: Trump Blinked By Rolling Back Tariffs
Must Read: The Worst Case Scenario is Here
Unlocked: Goldman Sees $4,500 Tail Risk in 2025, Raises all Targets
RTRS: Gold's current rally: echoes of the 1980s with a more sustainable core
RABO: "The US would effectively cut China out of the Dollar system"
China is Prepared To Properly Decouple This Time
Technical Comment: There might be only one now
Founders AM: Gold up Almost $100 now
Earthquake: Dollar Crisis Spikes Gold $100 to $3073
BOA Says "Bonds don’t make sense with [if] stagflation"
GoldFixPM: There is a Lot Going On
Anti-Goldilocks: The Return of 1970's Style Stagflation Risk is Growing
Oil Comment: How Low Could Prices Go?
Should We Buy the Dip, or Just Rent the Bounce?
DB Gets Back Into Gold, Raises Target to $3,350
DB Raises Price Target to $3,350 on "Risks to USD Reserve Status"
GoldFixPM: DB Back in the Game (kind of a big deal)
Founders: First Look. DB Gets Back into Gold
China Returns from Holiday, Aggressively Buys Silver and Gold
Standard Charter: Gold Sold To Cover Biggest Margin Calls Since Covid
Founders: China Pre-Opening Note
Sunday Discussion: Gold Squeeze Aborted?
*Special Note: This is the Economic Reset
Founders Sunday Reading and Meeting Prep
Hartnett — "Gold Clearest Protectionist Winner", Not Buying Stocks Just Yet
Breaking: Scott Bessent on Gold, Fed Corruption and more
China Retaliates— What it Means
Full Tariff Post-Mortem... so far
Every: Hoot Small-ly and Reverse Nixon Again
Bookmark This List for News Headlines
Liberation/Tariff Day Update as of 9:05 ET
Germany’s Trust of US as Gold Custodian Is Under Review
Gold: Germany’s Trust of US as Custodian Is Under Review
GoldFixPM: Longs Take Nearly $11Billion in Gold
Founders: US Repatriation, Germany, and China's Insurance Plan
UBS: Gold ETF Demand Has Turned a Corner
ANZ: China Gets Proactive on Tariff Risk
Founders AM: JPM's Desk Makes Ready
Premium Unlocked: Someone Wants King Gold in a Big Way—Here's Why
GoldFixPM: Rickards on the Mar-a-Lago Non-Accord
Rickards: Mar-a-Lago and the 3 Previous Accords
The Coming Squeeze on US Consumers
Rabo: Car Wars- The EU (probably) Strikes Back
Founders: April 2nd May Not Reduce Uncertainty at all
Gold Miners: Citi Makes The Fundamental Case
Founders: Full Court Mining Press
Analysis: The BOA $3500 Price Target Report Breakdown
Hartnett: The World's Script is Getting Flipped
**Goldman: Raises 2025 Forecasts Across board; Adds $4,500 Tail Risk
SocGen's Edwards: An equity bear market may yet crush the wealthy US consumer.
Bank: April 2nd Tactical Gameplan and Beyond
Dear Atlanta Fed, Either Gold is money or we're in a recession. Which is it?
GoldFixPM: Lots to Digest Here
Founders: Goldman Sees $4,500 Tail Risk in 2025, Raises all Targets
BOA: $3,500 is our New Forecast
Goldman: $4,500 Upside Scenario, Base Targets $3300-$3500
GoldFixPM: What April 2nd Means in 545 Words
Tariffs: What April 2nd Means in 545 Words
*First Look: BOA Raises Bar (and soon price) on Gold
J.P. Morgan Upgrades Miners and Goldman Sees More Copper Upside
The Rally Gold Advocates Didn’t Predict—Again
The Commodities Feed: Secondary tariffs on Venezuelan oil boost prices
SF Fed: Supply Constraints Do Not Explain House Price and Quantity Growth Across U.S. Cities
Founders: The Drums Pound Even Louder for Alpha
WGC: Gold Reached $3,000 in Record Time, Now What?
Silver Market Under Strain as Trump Tariffs Kick In
Special: Bank Physical Market Stress Now all But Certain
Commodity Tracker Supply Distortions
WGC: Gold reached $3,000 in record time
Founders: Clients, CTA, and Macro all Watching April 2 Now
Gold as Proxy: Where is gold headed and what does it mean for my 401k?
Hartnett: Stocks Very Vulnerable April 2, Bonds/Gold Should Perform Best
Blackrock: How to invest with clarity through market volatility
The Commodities Feed: Sanctions push oil higher
Founders Early Look: Tariff Pandemic, April 2nd
Is an LBMA Short Squeeze Brewing in Silver?- Yes
News: Trump EO Invokes Wartime Powers to Expand Critical Mineral Output
Is an LBMA Short Squeeze Brewing in Silver?
Every: The Fed Put vs. the Fed Putz
"Oil Prices are asymmetrically skewed to the downside" bank says
"Make no Mistake—A US recession would bring down the entire world."
Founders "AM" : Bond Stability Risks
Gold Exotic Option Primer— The Casino is Open.
Analysis: The New Trump-Powell Accord
GoldFixPM: Powell Signals Trump Policy Alignment
Silver Report: Increasing Risks of a Short-Squeeze in London
Founders: The Casino is Open. Gold Exotic Option Primer
Bank: "There are increasing risks of a [silver] short-squeeze"
GoldFixPM: Peace Breaking Out?
James Grant: Rate hikes now as likely as rate cuts.
Breaking: President Donald J. Trump's Call with President Vladimir Putin Ends
How Much Has Immigration Fallen Since the Inauguration?
XRP as a Strategic Financial Asset for the U.S.
Founders: Hartnett's Charts of the Month
Mining Special: Mining Industry Overview
Miners: BOA's Latest Report Reveals Massive Shift
Rabo: Let Them Eat Flatscreens
Founders AM: Bank Asks, "Which miners are most exposed to Gold?"
Closing the Gold Lease Loop(hole)
Goldman: Here's Why Gold Rallied Last Week
Founders: Some reading materials
Politics: How an Omnipotent Thought-Control Machine was Built... And Destroyed.
Founders: Risk Analysis of Gold Drivers
Hartnett— "Gold Best hedge against collapse in real rates"
Gundlach Says Gold's going to $4,000 and Musk's DOGE "The Only Way"
Gold Surpasses $3,000, Silver Tops $34—Notable observations from a Bank’s (and our) Desk
Founders Early Look: Hartnett Reiterates Gold Rationale ++
Gold tops $3,000/oz, We Project Where its headed
GoldFixPM: Gold Hits New Highs as Bessent Says Metal/Auto Tariffs "are non-negotiable"
Gold Hits New ATH, Silver Soars After Bessent Interview
Bank: Gold and Energy After Russia-Ukraine War
Rabo's Every, 'Trump is Liquidating the Old America to Remake it'
Founders AM: Special Audio Comment
Why Is JPM’s Gold Vault Next To The New York Fed’s?-ZH Classic
UBS Upgrades Platinum to $1,100 by Mid Year
Now Eu May Confiscate Russian Reserves
**Special: All Gold is Monetary Gold
FOUNDERS: Stock CTA Puke and what it means
Book: Gold & Silver, The Greatest Bull Market Has Begun
Listen: Dave Kranzler and Eric Yeung on Metals, Miners, and More- Part 2
UBS Likes The Silver (More Than They Admit)
Recession Dominoes Start to Fall
The End of American Empire and Rise of German Autonomy
Listen: Dave Kranzler and Eric Yeung on Metals, Miners, and More- Part 1
Gold: The Gun Bankers Pretend They Don’t Need, But Can't Live Without
Tom Luongo, Martin Armstrong, and Alex Krainer
Was US Gold Repatriated to Refill Fort Knox?
Hartnett: Largest 4 Week Gold Inflow on Record
GoldFixPM: Oil, Copper, and Gold
Oil Special: Bank Gets Uber-Bearish (Between 11% and 27% Lower Forecast)
What Might Lie Ahead for US Equities.
The Genie is Out of the Bottle
Rickards: Can The U.S. Even Sell Its Gold?
5209- Spring 2025 Midterm Exam
On "The potential loss of USD safe-haven status."
Founders: The Dollar Must Weaken Now
GoldFixPM: Size of US Gold Purchases in Context
Founders: More (Real) Proof Something is Going on with Gold
**Geopolitics: Post-Trump, Europe Doubles Down on Ukraine
Fedex Loses $20,000 in Shipped Gold and Silver
Early Look: Michael Oliver Interview
***PREMIUM: Institutions Place Big Bets for $3500
**Institutions Place Big Bets for $3500
**Founders Special Sunday Reading
Hartnett: Gold is The New Bonds (Believe It or Not)
Founders: Link for All Sunday Discussions
GoldFixPM: Zelensky pushback backfires
Watch: Trump-Zelensky Meeting Gets Hostile
**Questions for Michael Oliver Interview
Flow Show Early Look- Founders AM
Geopolitics: The Coming Yalta 2 Accord
Gold Funds Take Profits, Banks Lock in Losses
Arcadia Economics Examines Prior Fort Knox Audits
**Bullion Bank Trader Breaks Down Last 2 Days
Michael Oliver and Alasdair Macleod
Watch: Trump Announces Sale of Gold (Cards)
GoldFixPM: Superbug Pandemic and Gold cRush
Special Message: The Tucker Carlson Top?
Shanghai Gold Exchange: Cancellation of membership of Shenzhen Shengfeng Gold Co., Ltd.
***Founders Must Read/ Listen.
Silent Pandemic: The Rise Of Superbugs- Analysis
The Mar-a-Lago Accord Will Change Money Forever
Monday PM: CTAs are Too Long Gold, Too Short Copper
Breaking: Luke Gromen’s Interview With Tucker Carlson
Sunday CFTC Discussion: Offshore Drilling
Every: US Inflation Expectations Spike to 30 Year High
Founders AM: Slowdown in AI Plus Rabo
Michael Oliver: Where are Metals With Stocks Dropping ?
Sunday March 2nd: MSA's Michael Oliver
Expect Gold To Keep Shining In 2025
Could Bessent Just Sell the Gold?
Hartnett: Cry me a (Potomac) River
Analysis: TiPs Do Not Hedge Inflation as Advertised
Bank: Gold Has Pulled Away While Oil Stands Still
Analyst says "US Treasuries loss is gold's gain. "
Special: The Coming Economic Singularity
BOA: Is US exceptionalism over?
Quick Note: Trump's Collision Course With USD Weakness
BBG: The West (Still) Doesn't Get it on Precious Metals..
GoldFixPM: Forget Fort Knox, Watch the Dollar
Global Markets Brace Market for Tariff Impact
US Gold Deliveries Estimated at 2,000 Tonnes in 8 weeks
BREAKING NEWS: Bessent says 'No' to Repricing, Gold Shrugs it off
Founders: Special mini Podcast
Gold Closes in on $3,000 as China Sells More Treasuries for Gold
China Sells More Bonds and Buys More Gold
Why Goldman’s $3100 target is Low.
Breaking Down the GS Report in full
Founders AM: China AI Update.. and $5,000 Gold?
Breaking Down Goldman's Target Raise to $3,100
Just in: Goldman Raises Target to $3100 as LBMA Loses its Balls
Goldman's $3,100 Target Reraise
Founders: Goldman Report Re-Raises to $3100-$3300 by Year End
How a U.S. Gold Revaluation Could Trigger a Global Metals Boom
Unlocked: The US is Revaluing Gold, Hopefully Not Like in 1973— ZeroHedge Edit
Founders AM: Breaking down the BOA Analysis
Latest Developments in The Gold Reset
Must Read: BOA Breaks Down Gold's Re-Marking
The US is Raising The Gold Price
ZeroHedge: Rand Paul Supports Fort Knox Audit after Elon Responds to ZH Query
Interview: Scott Bessent on the SGE, Oil, Gold, Bitcoin, and More
Founders Sunday Discussion 2p.m.
Did Hartnett's BIG Just Shrink?
Trump’s Ukraine plan: What each side wants from a peace deal
**Founders Special: What Happens if Russia's Assets Get Unfrozen?
BOA: The Path to $3,500 Goes Through China Insurers
Wall Street Talk of Revaluing US Gold Is Drawing Attention — and Skepticism
Sneak Preview: The Path to $3500 Goes Through Here
The GoldFix Gold-Monetization Thesis
EVERY: A head in the sand is not a more granular view
Sunday CFTC Founders Discussion:
LBMA Addresses London Gold Availability Concerns
The LBMA Addresses London Bullion Availability Concerns
5209 Midterm- Geopolitical and Macroeconomic Drivers
**Special: Signs of a Top Emerge
Gold: Someone is Being Slowly Walked to the Gallows
Breaking: China Insurance Companies Will Now Buy Gold
Addendum: The Catalyst is Basel III
**Founders: CFTC, CTA, Charts, and Much More
Gold Spikes on Tariffs and CITI $3,400 Target, GLD Shorts Ruined
Founders AM: RBC's The Gold Standard
**Deep Dive: Bullion Bank Says "We see gold prices rising to well over $3,300/oz"
Flow Show: Did Hartnett Just Endorse Miners?
SC: Bitcoin to $500,000 by End of Trump 2.0
**Founders Early Look: Hartnett BIG on Gold Again
UBS, CITI Raise the Bar and JPM Likes the Miners
Founders: January Payrolls Preview
Peter Schiff: Is Someone Attacking the Comex?
GoldFixPM: UBS Joins the $3000 Club
BREAKING: UBS Raises Target to $3000
Founders: UBS Gold Update, SC Says Bitcoin to $500k
Every Bessent-ing The Facts Of Life
Gold Lease Rates Explode as US Repatriation, Delivery Logistics Grow
Gold Lease Rates Explode as US Repatriation Grows
EVERY: "Don't Tread On The Americas"
Trump vs Obama: Ultimately Earnings Supersede Ideology
Gold Predictions: DeepSeek versus Chat GPT
Bullion Banks: Tariffs Don't Stop This Train, $3000 is Coming
GoldFixPM: New ATH in Gold.. Next Stop $2890
EVERY-Trade Wars: Bigger, Longer & Uncut
Ross Norman: London Gold Shortages ???
Feb 3rd: Finance 5209 Reading Materials
*Special Gold and Silver Tariff Premiums
Watch: Everything You Want to Know About Tariffs
How Trump’s 2025 Tariffs on Canada & Mexico Impact Gold & Silver
**Founders- Some Simple Targets: $2895, $3,000, $3500
Breaking: Tariffs Drive Weekend Gold Prices up 3%
Hartnett: China DeepSeek Turns Mag7 Into "Lag7"
Trump Reaffirms 100% BRICS Tariff Threat
Pepe Escobar: Dancing To Trump's Disco Inferno
Trump Imposes 25% Tariffs on Canada & Mexico, 10% on China
ZH — "It has nothing to do with Trump tariffs"
Founders Hartnett Early Look +
GoldFixPM: Goldman Remains Long Gold and Oil
ZeroHedge Asks: Are Gold & Silver Really Flowing To New York Because Of Tariffs?
GoldFixPM: Gold New ATHs, Silver Rips Higher.
Zerohedge Edit-The LBMA Doesn't Have the Gold
Founders: Goldman on AX miner, CITI on Copper Tariff Risk and BNP Details
Breaking: The LBMA Doesn’t Have the Gold
FT Reports: Gold Shipments to U.S. Strain London’s Bullion Market
NEWS: RTRS Reports LBMA Scramble for Gold is Real
Trump Reacts to Powell’s Policy Decision.
**Fed Freaks on Inflation, Trump Presser Now
Silver EFPs and Trump-Tariff Risk
Principles of Corporate Finance
US-China Trade War In the Open Now
Yes. Stocks Can Definitely Drop More
Founders: Yes. Stocks Can Definitely Drop More
Gold Caught in the Middle of a Trade War
Founders: Is DeepSeek Doomsday for American OPEN AI?
GoldFixPM: UBS Updates Clients on Gold
Every: Trump deadly serious about ‘expanding US square footage’ via Greenland
Goldman Trader Reacts to Deepseek— Bearishly…
Founders: AI's Killer App is Chinese, and Its Victim Might Be US Stocks
Is Microstrategy a Ponzi scheme?
Stockman: America's Fiscal Doomsday Machine Must Be Stopped
GoldFix Weekly: Gold’s Path Gets More Certain
China News: Spring Festival Buying in Gold Has Begun
Hartnett Part 2: The 10 Biggest Themes For Next 5 Years
Founders: Hartnett's Themes ++
Hartnett: Sidelined Cash Next Stop Might be Gold and Bonds
Unlocked: Trump's Need for Cheap Oil and a Weaker USD
Unlocked: Trump's Need for Cheap Oil and a Weaker USD
Bessent to MAGA: A weak dollar powers a boom.
The Founding Fathers Did Not intend This
Founders: Hartnett Early Look ++
Special: Why Gold and Silver Keep Rising
Inflation will likely stabilize at 3.0 to 3.5% for now
Judy Shelton: The First Step Toward President Trump’s Golden Age for America
Founders Must Read- MSTR Ponzi-Like Scheme Explained.. and More
Technicals: Platinum's Soft Ceiling
MiniPod: The AI Revenue question asked and answered
Founders: Hartnett's Global Fund Manager Survey
Tariff Reality-Check: Weaker USD on Deck (with higher Gold and Silver Prices)
An Overview Of Trump's Day One Executive Actions (via ZeroHedge)
Daily and Weekly Indicators for the US economy
The Dollar is Still Over Bought
Manufacturing America to Greatness Again
Trump Tariff Risks Spark Turmoil in Global Gold Market
Inauguration 2025 Livestream: Trump 2.0 Begins
Clandestine Geopolitics and Trading Algos Special Guest TraderSumo
Private Walkthrough of BOA Silver Report.
Founders AM: GSTrader 1 infers it's China Whale Buying Again
GoldFix Weekly: The Trump-Hartnett Flow Show
Silver EFPs: The Canary in the Mine
Hartnett: Bond Downside Done, Here's What's Next
Mali Seizes 3 Tons Barrick Gold as Tensions Escalate
DB Asks: What is driving trade wars?
ZeroHedge Edit: Bubbles, The Seven Pillars of Crypto Stupidity
Every- Inflation is 'resolved'... just like geopolitics!
UBS 2025 Precious Metals Outlook: Silver’s Turn
Why it is Silver's Turn in 2025
ZH: Consumer Prices Soared Over 21% Under Biden... And Real Wages Fell
Bitcoin Cyclical and Secular Drivers
Early Look: 2025 Precious Metals Outlook
Gold Buyer is Back (A Slight Return)
Gold’s 2025 Outlook: Secular Strength Amidst Potential Choppiness
Founders: China's Money a Growing Problem for The West
The Comex Silver EFP Problem With Bob Coleman
Rabo: Jobs, Oil, and Elon's X as News Source
Founders AM: Dedollarization Continues But a little Slower
ZeroHedge on Biden's Oil-Sanction Screw Up
Founders Reading: Oil, Argentina, Nat Gas, ++
Hartnett: $3,333 Gold In Second Inflation Wave
Weekly: The Big Silver Stockout of 2025?
This $7.6 trillion equity manager says gold could hit $3100 this year
Founders: Early Look Hartnett is back
Founders: Comment on market reaction to Data
Bubbles: The Seven Pillars of Stupidity
Gold ETF Outflows (vs BTC, Stocks) Set to Reverse in 2025
Founders AM: Big Banks See Lower Than Expected Payrolls
AM: WGC Comment and Best 2025 Macro Q & A
Special: Trump's New American Empire Unfolding
Miners: RBC Predicts Higher Returns of Capital
China Bought the December Gold Dip.
China’s Central Bank Adds Over 11 Tonnes to Gold Reserves in December
Gold and Silver's Next 6 Months
Monday PM: Rickards on Trump's Plan To End Currency War 3.0
Rickards: Trump's Plan To End Currency War 3.0
**The 2025 $3,000 Price Forecasts
BREAKING: Goldman Delays Their "Call"
Silver Re-Starts on China Relief
Founders Sunday Permanent Link
CoT Analysis: Friday's Price Action Raises Questions
**Goldman’s Gold Price Forecasts: What to Watch.
Charts: Gold's Wedge Structure Breakdown
Friday PM: Silver, China & Nuclear
In Brief: UBS Reiterates to Buy Silver Dip
Founders AM: Taking Stock Right Now
The Nuclear Renaissance (Hype)
Thursday PM: What is a Proper Dip to Consider Right Now?
China News: Gold and Silver Price Outlooks 2025
Silver: "Another step higher in 2025" to $38
Founders: Trump Alchemists Want to Break Something
Gold & Silver Good to Go as China Sags