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China Lunar New Year Risk
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: ***Support Independent Media. Buy a hat, mug, or hoodie today***
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out
Zerohedge — Silversqueeze Comes to China
Yahoo — Texas Rolls Out Non- Monetary Money
X.com — Silversqueeze Comes to China
Featured Analysis:
News & Analysis:
ICYMI
Coming Soon/ Chat:
* Chats for Technicals, Miners, Options and Founders are all open now
Data on Deck: Unemployment/ CPI
* MONDAY, FEB. 9 Speakers
* TUESDAY, FEB. 10 Retail Sales
* WEDNESDAY, FEB. 11 Unemployment
* THURSDAY, FEB. 12 Home Sales
* FRIDAY, FEB. 13 CPI
Charts and Final Market Check:
* 8:30 amConsumer price index Jan.0.3% 8:30 am CPI year over year Jan.2.7%8:30 am Core CPI 0.2%8:30 am Core CPI year over year2.6%
* It might be that unemployment is rising from the jobs revisions, and in doing so, hopes are being dashed that we will cut rates fast enough to avoid a recession. If that is the case, then gold is a hedge relative to stocks, but it may suffer for some time until the rate-cut cavalry comes running.
* If, however, this move is tied to a Russian overture for peace with Trump, then the selloff could be driven by speculative players puking positions. But we don’t see that if stocks are also dropping
* Keep in mind that the Chinese Lunar New Year is upon us and lasts two weeks. This can affect commodities, sometimes very significantly, but it usually happens before and after the holiday, with the middle period often seeing lighter flows. You generally cannot be aggressively bullish in the first few days of the holiday, as short-term players often fish for stops below.
***Please support Independent Media***
Commodities During War Time
This four-point cycle begins with a simple realization: you no longer get along with your neighbors. Once that happens, you identify what truly matters to you. You make a list of critical minerals. Your competitors make their list. And once those lists are drawn, the cycle begins.
The first phase is insulation. Insulation means you protect yourself from vulnerability. You go into the market and start buying. You hoard. You build stockpiles large enough to carry you through the next few years. At the same time, you’re planning for the medium term. You’re building factories, refineries, smelters. You’re trying to ensure that five years from now, you’re less dependent on anyone else.
View all episodes
By VBLThis is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: ***Support Independent Media. Buy a hat, mug, or hoodie today***
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — **Silver Reckoning: The US is Squeezing China Out
Zerohedge — Silversqueeze Comes to China
Yahoo — Texas Rolls Out Non- Monetary Money
X.com — Silversqueeze Comes to China
Featured Analysis:
News & Analysis:
ICYMI
Coming Soon/ Chat:
* Chats for Technicals, Miners, Options and Founders are all open now
Data on Deck: Unemployment/ CPI
* MONDAY, FEB. 9 Speakers
* TUESDAY, FEB. 10 Retail Sales
* WEDNESDAY, FEB. 11 Unemployment
* THURSDAY, FEB. 12 Home Sales
* FRIDAY, FEB. 13 CPI
Charts and Final Market Check:
* 8:30 amConsumer price index Jan.0.3% 8:30 am CPI year over year Jan.2.7%8:30 am Core CPI 0.2%8:30 am Core CPI year over year2.6%
* It might be that unemployment is rising from the jobs revisions, and in doing so, hopes are being dashed that we will cut rates fast enough to avoid a recession. If that is the case, then gold is a hedge relative to stocks, but it may suffer for some time until the rate-cut cavalry comes running.
* If, however, this move is tied to a Russian overture for peace with Trump, then the selloff could be driven by speculative players puking positions. But we don’t see that if stocks are also dropping
* Keep in mind that the Chinese Lunar New Year is upon us and lasts two weeks. This can affect commodities, sometimes very significantly, but it usually happens before and after the holiday, with the middle period often seeing lighter flows. You generally cannot be aggressively bullish in the first few days of the holiday, as short-term players often fish for stops below.
***Please support Independent Media***
Commodities During War Time
This four-point cycle begins with a simple realization: you no longer get along with your neighbors. Once that happens, you identify what truly matters to you. You make a list of critical minerals. Your competitors make their list. And once those lists are drawn, the cycle begins.
The first phase is insulation. Insulation means you protect yourself from vulnerability. You go into the market and start buying. You hoard. You build stockpiles large enough to carry you through the next few years. At the same time, you’re planning for the medium term. You’re building factories, refineries, smelters. You’re trying to ensure that five years from now, you’re less dependent on anyone else.