Good Morning. 2 things. News, then fun

News:

***BREAKING: THE TARIFFS ON SWISS GOLD FORMS ARE NOT AN ERROR ACCORDING TO US CUSTOMS.

**U.S. CUSTOMS AND BORDER PROTECTION SERVICE: APPLICABLE SUBHEADING FOR THE GOLD KILO BULLION BAR AND 100 OZ BULLION BAR WILL BE 7108.13.5500 HS CODE

* Implications: This was planned. its an aggressive tactic, and given we already repatriated a ton of Gold back you can now assume we’d been thinking about this forsome time.

* The Risk: Bifurcation of Gold supply chain and disruption of Gold pricing power in LBMA. US can remain stable.

* Comment/Opinion: They knew when they started calling the gold back. London is being triaged.. there actually is some chess going on, and I’d bet China is in on the whole thing. The divorce is real, noone wants the London baby?

FUN:

People (lots) have been sending nice notes thanking me in general, and spcifically for this week’s coverage.

Some, ( the old founders group) have been asking if they could buy me a drink at Casey’s, the bar I visit on occasion, and the place I first used to broadcast during Covid.

Casey’s is where GoldFix was born

IF you wish to do so: I’d happily oblige. I’ll be there after 2pm today. If you wish to do it, patronize Elizabeth in the video.

So: if you really wish to do so, the number is: (203) 363-0804. I’ll be there after 2pm. Ask for Elizabeth.

* Casey’s Tavern:

* 85 Woodside Street Stamford CT 06902.

* (203) 363-0804

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Thank you

Vincent

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