Sat down with Eric Yeung to discuss the most recent news surrounding the Silver that is headed allegedly to London

SLIDES DISCUSSED

FORMER EXEC TRADER FOR JPM ROBERT GOTTLIEB

ERIC’S COMMENTARY

LBMA Market Structure

LONDON’S PROBLEM IN A GRAPH

Follow Eric Yeung on X.COM

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

Housekeeping: Good Morning.

Things are Happening Faster Now

Topics:

* MSA’s Eye-Popping Silver Observation

* 5 Predictions

Market Analysis:

Continues in the Premium post: MSA’s Eye-Popping Silver Observation

Related Posts:

Popular

Coming Soon/ Chat:

Data on Deck: CPI/PPI

* MONDAY, Oct. 13 Columbus Day holiday, none scheduled

* TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept.

* WEDNESDAY, Oct. 15 8:30 am *Consumer price index

* THURSDAY, Oct. 16 8:30 am *U.S. retail sales Sep* Core PPI

* FRIDAY, Oct. 17 8:30 am *Housing starts Sept.

Charts and Final Market Check:

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

Housekeeping: Good Morning.

Things are Happening Faster Now

Topics:

* Soc Gen Joins Team $5,000+ Club for Gold

* China is Flexing on Trump Now

Market Analysis:

Continues in the Premium post: Soc Gen Joins Team $5,000+ Club for Gold

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: CPI/PPI

* MONDAY, Oct. 13 Columbus Day holiday, none scheduled

* TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept.

* WEDNESDAY, Oct. 15 8:30 am *Consumer price index

* THURSDAY, Oct. 16 8:30 am *U.S. retail sales Sep* Core PPI

* FRIDAY, Oct. 17 8:30 am *Housing starts Sept.

Charts and Final Market Check:

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

Housekeeping: Good Morning.

Things are Happening Faster Now

Topics:

* ‘Higher Silver Prices But Harder to Get There’

Market Analysis:

Continues in the Premium post:Goldman: ‘Higher Silver Prices But Harder to Get There’

Related Posts:

Coming Soon/ Chat:

Data on Deck: CPI/PPI

* MONDAY, Oct. 13 Columbus Day holiday, none scheduled

* TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept.

* WEDNESDAY, Oct. 15 8:30 am *Consumer price index

* THURSDAY, Oct. 16 8:30 am *U.S. retail sales Sep* Core PPI

* FRIDAY, Oct. 17 8:30 am *Housing starts Sept.

Charts and Final Market Check:

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

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Good Afternoon. Find attached Sunday’s Founders conversation which was well attended and discussed multiple topics on the precious metals:

Here’s a very broad topical outline. (Search the transcript for keywords to get where you want)

* Analyst reversal and Shanghai vs London pricing shift

* Spot–futures mechanics, carry, and correlation breakdowns

* Leasing, contango to backwardation, and squeeze dynamics

* Bullion bank hedging behavior and rolling shorts

* Rising lease rates as the stress signal

* Free float tightness in London and delivery pressure

* SLV intake, allocation questions, and ETF flow impacts

* JP Morgan’s central role vs other bullion banks

* Basel III effects on gold vs silver market structure

* Inter-dealer network behavior and liquidity withdrawal

* BIS interventions and the 51 level as a tactical pivot

* Open interest patterns and Friday CFTC data quirks

* Resolution paths for the basis and EFP spread

* COMEX settlement vs SLV pricing importance

* Geopolitics and policy levers including tariffs and critical minerals

* Historical analogies and case studies used to frame risk

* Short-term risk controls such as margins and force majeure scenarios

* Cross-asset notes on equities, crypto, and liquidity signals

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning.

Things are Happening Faster Now

Topics:

* Silver Squeezed: Planes Headed to London To Cover Shortfall

* The Source of the Silver Problem

Market Analysis:

Continues in the Premium post: Silver Squeezed: Planes Headed to London To Cover Shortfall

Related Posts:

Coming Soon/ Chat:

Data on Deck: CPI/PPI

* MONDAY, Oct. 13 Columbus Day holiday, none scheduled

* TUESDAY, Oct. 14 6:00 am NFIB optimism index Sept.

* WEDNESDAY, Oct. 15 8:30 am *Consumer price index

* THURSDAY, Oct. 16 8:30 am *U.S. retail sales Sep* Core PPI

* FRIDAY, Oct. 17 8:30 am *Housing starts Sept.

Charts and Final Market Check:

Housekeeping: Good Morning.

Things are Happening Faster Now

“When I see a bubble forming, I rush in to buy, adding fuel to the fire. That is not irrational”

Topics:

* Gold Breaks $4,000 As Goldman Raises Roof to Almost $5,000

* Stagflation Risks

Market Analysis:

Continues in the Premium post: Gold Breaks $4,000 As Goldman Raises Roof to Almost $5,000

Related Posts:

Coming Soon/ Chat:

Data on Deck:

* MONDAY, OCT. 6 None scheduled

* TUESDAY, OCT. 7 8:30 am U.S. trade deficit Aug. Fed speakers

* WEDNESDAY, OCT. 8 Fomc minutes

* THURSDAY, OCT. 9 8:30 am Federal Reserve Chair Jerome Powell opening remarks

* FRIDAY, OCT. 10 Consumer sentiment (prelim)Oct.0.1%2:00 pm Monthly U.S. federal budget

Charts and Final Market Check:

Don’t get high on your own supply. Be long, but be aware. Markets don’t trend, people do…China Holiday Logistics. You may not need the money now, but you sure as s**t will if trumps plan doesn’t work. Assume prices of necessities double and your stock portfolio gets cut in half..

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

Housekeeping: Good Morning.

Things are Happening Faster Now

“When I see a bubble forming, I rush in to buy, adding fuel to the fire. That is not irrational”

Topics:

* Bloomberg Asks: When Will Silver Top its Hunt Brothers High?

* Gold Nears $4,000 as Political Turmoil and Dollar Strain Fuel ‘Debasement Trade’

* Goldman Re-raises Targets over 10% to $4,900.

Market Analysis:

Continues in the Premium post: Bloomberg Asks: When Will Silver Top its Hunt Brothers High?

Continues in the post: Gold Nears $4,000 as Political Turmoil and Dollar Strain Fuel ‘Debasement Trade’

Related Posts:

Coming Soon/ Chat:

Data on Deck:

* MONDAY, OCT. 6 None scheduled

* TUESDAY, OCT. 7 8:30 am U.S. trade deficit Aug. Fed speakers

* WEDNESDAY, OCT. 8 Fomc minutes

* THURSDAY, OCT. 9 8:30 am Federal Reserve Chair Jerome Powell opening remarks

* FRIDAY, OCT. 10 Consumer sentiment (prelim)Oct.0.1%2:00 pm Monthly U.S. federal budget

Charts and Final Market Check: Margin raises and their effect

Capitulation or push back. Bessent is in charge, and Powell is his pal

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

Housekeeping: Good Morning.

Things are Happening Faster Now

Topics:

* Hong Kong: Gold Infrastructure as Bridge to China

* What to Expect Now The US Gov’t is Shut down

* ETFs are “Aggressors” Now, Outbidding Sovereigns

Market Analysis:

Continues in: What to Expect Now The US Gov’t is Shut down

Continues in the Premium post: Bank: ETFs are “Aggressors” Now, Outbidding Sovereigns

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: Jobs

* MONDAY, SEPT. 29 Pending home sales

* TUESDAY, SEPT. 30 S&P Case-Shiller home price index (20 cities)

* WEDNESDAY, OCT. 1 PMIs

* THURSDAY, OCT. 2 Factory orders

* FRIDAY, OCT. 3 U.S. employment report Sept.22,000/ 4.30

Charts and Final Market Check: Margin raises and their effect

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

Housekeeping: Good Morning.

Things are Happening Faster Now

Topics:

* 5 Weeks In for Gold

* Gold Event calendar

* Ghali’s “Silversqueeze You Can Buy Into” Revisited

Market Analysis: Gold Chart and Calendar

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: Jobs

* MONDAY, SEPT. 29 Pending home sales

* TUESDAY, SEPT. 30 S&P Case-Shiller home price index (20 cities)

* WEDNESDAY, OCT. 1 PMIs

* THURSDAY, OCT. 2 Factory orders

* FRIDAY, OCT. 3 U.S. employment report Sept.22,000/ 4.30

Charts and Final Market Check: Margin raises and their effect

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe