What this means:

* Powell should cut 50bps

* Trump wasnt crazy this mornig when he said Powell should cut 75bps.

* Zero jobs for biden in his last 15 months or so

* Powell is LATE cutting after swearing by BLS data

Aug 25th: Our coverage and confirmation of the Goldman and BNY and ZH opinions

Sep 4th: Standard Charter’s rationale for a 50bp cut

Sep 3: SC’s Full analysis of why it should happen (Founders)

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.

The reset is a process, not an event

Topics:

* Gold Tops 1980 Inflationary All Time Highs

Market Analysis:

Full analysis in Premium Post: Special: The "Real Money" is Buying

Related Posts:

Coming Soon:

Data on Deck: CPI/ PPI

* MONDAY, SEPT. 8 Consumer credit

* TUESDAY, SEPT. 9 NFIB optimism index

* WEDNESDAY, SEPT. 10 PPI

* THURSDAY, SEPT. 11 CPI

* FRIDAY, SEPT. 12 Consumer sentiment

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.

The reset is a process, not an event

Topics:

* Silver's Future Looks Very Bright

* Beyond $3,600: Gold’s Path in the Shadow of the 1970s

Market Analysis:

Continue reading in: Beyond $3,600: Gold’s Path in the Shadow of the 1970s

Full analysis in Premium Post: Silver's Future Looks Very Bright

Related Posts:

Coming Soon:

Data on Deck: CPI/ PPI

* MONDAY, SEPT. 8 Consumer credit

* TUESDAY, SEPT. 9 NFIB optimism index

* WEDNESDAY, SEPT. 10 PPI

* THURSDAY, SEPT. 11 CPI

* FRIDAY, SEPT. 12 Consumer sentiment

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

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

Housekeeping: Good afternoon. Must Listen. This is a long one with a ton of material. It intentionally was kept to a clean translation with little digression. This is about Booms, Busts and Stagflation. It’s about Gold and how it all truly rhymes with the period of 1970-1979. We are somewhere between 1972 and 1975. suggest: Follow along and do not miss it.

* 2:47- The Price is right

* 9:10- Tale of the Tape

* 10:30- Biggest Picture

* 14:40- Long Gold, Bonds, Breadth into YCC

* 28:10- Booms, Busts & Visible Fists

* 50:05- Invisible hand to visible fist

* 1:02- The Zeitgeist in Tokyo & Singapore

Summary:

Nixon’s 1970s interventionist policies of Fed pressure, wage and price controls, and dollar debasement created a short boom that ended in inflation, then stagflation. Trump is now pursuing updated interventions in energy, healthcare, and utilities to suppress domestic prices and gain trade leverage.

During the 1970s, bonds failed while small caps, value stocks, commodities, real estate, and gold outperformed, with gold frequently surging as the most reliable everything hedge. Today, yield curve control (which is next according to Hartnett) and quantitative easing weaken the dollar in similar fashion, reinforcing gold’s strategic importance in coming stagflationary conditions.

We break Hartnett's insights down piece by piece for investors.

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

Housekeeping: Good Morning.

The reset is a process, not an event

Topics:

* El Salvador Buys Gold

* Jobs Number Preview (Premium)

Market Analysis:

Full analysis in Premium Post:

Related Posts:

This Weekend:

Data on Deck: Unemployment

* MONDAY, SEPT. 1 Labor Day holiday

* TUESDAY, SEPT. 2 PMI

* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book

* THURSDAY, SEPT. 4 PMI and speakers

* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%

Charts and Final Market Check:

Jobs Report Preview:

Bottom Line among Big Three Banks (see excerpts at bottom):

* Goldman: much weaker than consensus

* JPMorgan: Agrees with consensus

* BofA: stronger than consensus

Bottom line for GoldFix We agree with JPM here (see bottom), that almost regardless of the print in a normal range, the Fed will cut 25bps. We feel also as Goldman (and ZH) does, the revisions coming afterwards will matter as much if not more.

Housekeeping: Good Morning.

The reset is a process, not an event

Topics:

* Watch Japanese Bonds for the Next $50 move

* Bond Vigilantes are Gold Bugs Now

Market Analysis:

Bond vigilantes have returned, with gold once again tied to global debt markets after years of disconnection. Liquidity stress, falling reverse repo balances, and Japan’s fragile, government-controlled bond market are central drivers. The increasing correlation between Japanese bonds and gold serves as proof of their re-emergence.

BUT- Investors should watch for heavy-handed Japanese intervention or Fed easing: both could create short-term volatility, but tactically, dips in gold tied to bond adjustments will offer choices.

Full analysis in Premium Post: Must Read: Bond Vigilantes are Gold Bugs Now

Related Posts:

Coming Soon:

Data on Deck: Unemployment

* MONDAY, SEPT. 1 Labor Day holiday

* TUESDAY, SEPT. 2 PMI

* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book

* THURSDAY, SEPT. 4 PMI and speakers

* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%

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.

The reset is a process, not an event

Topics:

* Gold Breaks $3,500 as Macro Buyers Step In

* Geopolitics: China May Be Active in US Gold

Market Analysis:

Full analysis in Premium Post: Geopolitics: China May Be Active in US Gold

Related Posts:

Coming Soon:

Data on Deck: Unemployment

* MONDAY, SEPT. 1 Labor Day holiday

* TUESDAY, SEPT. 2 PMI

* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book

* THURSDAY, SEPT. 4 PMI and speakers

* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%

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

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

Housekeeping: Good Morning.

The reset is a process, not an event

Topics:

* Gold: Inflation Re-ignition is Coming

* Do Not Add to Longs Here

Market Analysis:

Full analysis in Premium Post: Gold: Inflation Re-ignition is Coming

Related Posts:

Coming Soon:

Data on Deck: Unemployment

* MONDAY, SEPT. 1 Labor Day holiday

* TUESDAY, SEPT. 2 PMI

* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book

* THURSDAY, SEPT. 4 PMI and speakers

* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%

Charts and Final Market Check:

Housekeeping: Good Morning.

The reset is a process, not an event

Topics:

* How Much Gold Will Really Be Bought By Central Banks?

Market Analysis:

Full analysis in Premium Post: How Much More Gold Do Central Banks Need to Buy?

Related Posts:

Coming Soon:

Data on Deck: PCE

* MONDAY, AUG. 25 10:00 am New home sales

* TUESDAY, AUG. 26 8:30 am Durable-goods orders

* WEDNESDAY, AUG. 27 None scheduled

* THURSDAY, AUG. 28 GDP (First revision)

* FRIDAY, AUG. 29 8:30 am PCE

Charts and Final Market Check: Silver to 40 before Gold to 3500… this wont hold much longer.. failed Bollinger band breakout vs bounce

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.

The reset is a process, not an event

Topics:

* Newmont Capitalizing on "Once in 50 Year Opportunity"

* Vietnam Ends State Gold Monopoly in Landmark Reform

* Silver Chart analysis

Market Analysis:

Full analysis in Premium Posts:

* Mining’s once in a 50 Year Opportunity to Outshine and

* Newmont Pursues Deep Cuts to Capitalize on "Once in 50 Year Opportunity"

Related Posts:

Coming Soon:

Data on Deck: PCE

* MONDAY, AUG. 25 10:00 am New home sales

* TUESDAY, AUG. 26 8:30 am Durable-goods orders

* WEDNESDAY, AUG. 27 None scheduled

* THURSDAY, AUG. 28 GDP (First revision)

* FRIDAY, AUG. 29 8:30 am PCE

Charts and Final Market Check: Silver to 40 before Gold to 3500… this wont hold much longer.. failed Bollinger band breakout vs bounce

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