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This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: CPI, PPIMonday, Nov. 9* 10:00 AMMonthly Wholesale TradeSep--0.5%* 10:00 AMFederal Reserve Bank of Chicago President Austan Goolsbee speaks at Leadership Greater Chicago event----* 12:15 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the Greater Greer Chamber of Commerce----* 12:15 PMFed speech: Richmond Fed President Tom Barkin----Tuesday, Nov. 10* 6:00 AMNFIB Index of Small Business OptimismOct.--97.9* 8:30 AMCPIOct.--0.6%* 8:30 AMCore CPI, M/M%Oct.--0.3%8:30 AMCPI, Y/Y%Oct.--3.7%* 8:30 AMCPI Core, Y/Y%Oct.--2.6%* 10:50 AMFed speech: Dallas Fed President Lorie Logan----* 11:00 AMFederal Reserve Bank of New York Q3 Household Debt and Credit Report published4Q---* 1:30 PMFed speech: Kansas City Fed President Jeff Schmid----* 3:30 PMCouncil on Foreign Relations event with Federal Reserve Vice Chair Michelle Bowman----* 6:30 PMFederal Reserve Vice Chair Michelle Bowman speaks at ‘At A View from the Federal Reserve Board’ event----* 6:30 PMFed speech: Philadelphia Fed President Anna Paulson----Wednesday, Nov. 11* No events scheduledThursday, Nov. 12* 8:30 AMWeekly Jobless ClaimsNov. 7--189K* 9:00 AMFRB Cleveland President Beth Hammack moderated conversation with students from Ohio State University----* 10:00 AMExisting Home SalesOct.--4.0M* 10:00 AMFederal Reserve Governor Michael Barr speaks at Artificial Intelligence and Inequality event----* 1:10 PMFed speech: San Francisco Fed President Mary Daly----* 2:00 PMMonthly Treasury BalanceOct.---27B* 6:30 PMFederal Reserve Bank of New York President John Williams speaks at UC Berkeley Alumni Salon panel discussion----Friday, Nov. 13* 8:30 AMPPIOct.--1.3%* 8:30 AMEx-Food & Energy PPI, M/M%Oct.--0.7%* 8:30 AMPPI,Y/Y%Oct.--6.3%* 12:00 PMFed speech: San Francisco Fed President Mary Daly-GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
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/subscribeHousekeeping: zoom link at bottom for 2pm ET* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?* WHAT DID EACH COHORT DO THIS WEEK?* WHAT DID OPEN INTEREST DO?* Personal: time to get longWHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?Some charts by Founder Randy Brown* Day 1- up/doji day, oi up 1.0k, longs net added* Day 2- dn day, oi up 1.8k, s…
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: CPI, PPIMonday, Nov. 9* 10:00 AMMonthly Wholesale TradeSep--0.5%* 10:00 AMFederal Reserve Bank of Chicago President Austan Goolsbee speaks at Leadership Greater Chicago event----* 12:15 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the Greater Greer Chamber of Commerce----* 12:15 PMFed speech: Richmond Fed President Tom Barkin----Tuesday, Nov. 10* 6:00 AMNFIB Index of Small Business OptimismOct.--97.9* 8:30 AMCPIOct.--0.6%* 8:30 AMCore CPI, M/M%Oct.--0.3%8:30 AMCPI, Y/Y%Oct.--3.7%* 8:30 AMCPI Core, Y/Y%Oct.--2.6%* 10:50 AMFed speech: Dallas Fed President Lorie Logan----* 11:00 AMFederal Reserve Bank of New York Q3 Household Debt and Credit Report published4Q---* 1:30 PMFed speech: Kansas City Fed President Jeff Schmid----* 3:30 PMCouncil on Foreign Relations event with Federal Reserve Vice Chair Michelle Bowman----* 6:30 PMFederal Reserve Vice Chair Michelle Bowman speaks at ‘At A View from the Federal Reserve Board’ event----* 6:30 PMFed speech: Philadelphia Fed President Anna Paulson----Wednesday, Nov. 11* No events scheduledThursday, Nov. 12* 8:30 AMWeekly Jobless ClaimsNov. 7--189K* 9:00 AMFRB Cleveland President Beth Hammack moderated conversation with students from Ohio State University----* 10:00 AMExisting Home SalesOct.--4.0M* 10:00 AMFederal Reserve Governor Michael Barr speaks at Artificial Intelligence and Inequality event----* 1:10 PMFed speech: San Francisco Fed President Mary Daly----* 2:00 PMMonthly Treasury BalanceOct.---27B* 6:30 PMFederal Reserve Bank of New York President John Williams speaks at UC Berkeley Alumni Salon panel discussion----Friday, Nov. 13* 8:30 AMPPIOct.--1.3%* 8:30 AMEx-Food & Energy PPI, M/M%Oct.--0.7%* 8:30 AMPPI,Y/Y%Oct.--6.3%* 12:00 PMFed speech: San Francisco Fed President Mary Daly-GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! ZeroHedge on Stocks hereFeatured Analysis:In Other News: Data on Deck: Unemployment ReportMonday, Nov. 2* 9:45 AMUS Manufacturing PMIOct.--55.9* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5* 10:00 AMConstruction SpendingSep-0.4%0.9%Tuesday, Nov. 3* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M* 10:00 AMFactory OrdersSep-1.5%0.1%Wednesday, Nov. 4* 8:15 AMADP National Employment ReportOct.--90,000* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B* 9:45 AMUS Services PMIOct.--58.8* 10:00 AMISM Report On Business Services PMIOct.-54.654.9Thursday, Nov. 5* 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4%* 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K* 8:50 AMFed speech: Cleveland Fed President Beth Hammack----Friday, Nov. 6* 8:30 AMEmployment ReportOct.-55K29K* 8:30 AMUnemployment RateOct.-4.2%4.2%* 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1%* 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0%* 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event----* 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: Unemployment ReportMonday, Nov. 2* 9:45 AMUS Manufacturing PMIOct.--55.9* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5* 10:00 AMConstruction SpendingSep-0.4%0.9%Tuesday, Nov. 3* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M* 10:00 AMFactory OrdersSep-1.5%0.1%Wednesday, Nov. 4* 8:15 AMADP National Employment ReportOct.--90,000* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B* 9:45 AMUS Services PMIOct.--58.8* 10:00 AMISM Report On Business Services PMIOct.-54.654.9Thursday, Nov. 5* 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4%* 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K* 8:50 AMFed speech: Cleveland Fed President Beth Hammack----Friday, Nov. 6* 8:30 AMEmployment ReportOct.-55K29K* 8:30 AMUnemployment RateOct.-4.2%4.2%* 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1%* 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0%* 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event----* 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
In this GoldFix interview, Vince Lanci sits down with Eric “King Kong” Yeung, who joins from Hong Kong. Eric argues the Democrats’ midterm sweep is not yet priced in, and compares what comes next to Nixon and Carter, when presidents lost control and gold repriced.They then walk through Project Ensemble, Hong Kong’s new gold hub, the LBMA and Bank of England collateral push, and why tokenization matters for rehypothecation and gold as HQLA. Eric also shares what he is seeing on the ground in Hong Kong.00:00 The election, and what is not priced in 02:12 Lame duck and the Nixon parallel 06:06 When gold disconnects from equities 07:02 Semi-tightening and a president losing control 13:37 Gridlock, the Fed and data centers 15:21 The Gerald Ford risk for gold 17:30 Gold revaluation 19:33 What Project Ensemble is 21:14 Hong Kong's new gold hub 22:46 How China rolls things out versus the West 25:07 Tokenization and limited rehypothecation 29:12 The Ming Dynasty silver lesson 33:51 Gold as stable collateral, price discovery first 37:03 LBMA and Bank of England gold collateral 37:33 Tier 1 capital versus HQLA 41:08 Haircuts: gold versus US Treasuries 46:28 Gold, the RMB and project finance 49:49 Survival, not winning: why China needs gold collateral 55:27 Why Eric holds gold, silver and miners 1:00:03 What is changing on the ground in Hong Kong 1:04:29 Bloomberg, Singapore and Hong Kong jobs 1:08:21 Where to find Eric 1:08:42 How Vince and Eric write togetherFollow Eric: @KingKong9888 on X | Eric Yeung on Substack 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.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: Unemployment ReportMonday, Nov. 2* 9:45 AMUS Manufacturing PMIOct.--55.9* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5* 10:00 AMConstruction SpendingSep-0.4%0.9%Tuesday, Nov. 3* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M* 10:00 AMFactory OrdersSep-1.5%0.1%Wednesday, Nov. 4* 8:15 AMADP National Employment ReportOct.--90,000* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B* 9:45 AMUS Services PMIOct.--58.8* 10:00 AMISM Report On Business Services PMIOct.-54.654.9Thursday, Nov. 5* 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4%* 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K* 8:50 AMFed speech: Cleveland Fed President Beth Hammack----Friday, Nov. 6* 8:30 AMEmployment ReportOct.-55K29K* 8:30 AMUnemployment RateOct.-4.2%4.2%* 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1%* 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0%* 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event----* 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning! Featured Analysis:In Other News: Data on Deck: Unemployment ReportMonday, Nov. 2* 9:45 AMUS Manufacturing PMIOct.--55.9* 10:00 AMISM Report On Business Manufacturing PMIOct.-54.554.5* 10:00 AMConstruction SpendingSep-0.4%0.9%Tuesday, Nov. 3* 10:00 AMJob Openings & Labor Turnover SurveySep-7.1M7.1M* 10:00 AMFactory OrdersSep-1.5%0.1%Wednesday, Nov. 4* 8:15 AMADP National Employment ReportOct.--90,000* 8:30 AMU.S. Trade BalanceSep--107.8B-105.6B* 9:45 AMUS Services PMIOct.--58.8* 10:00 AMISM Report On Business Services PMIOct.-54.654.9Thursday, Nov. 5* 8:30 AMPreliminary Productivity and Costs3Q-2.5%1.4%* 8:30 AMWeekly Jobless ClaimsOct. 31-198K194K* 8:50 AMFed speech: Cleveland Fed President Beth Hammack----Friday, Nov. 6* 8:30 AMEmployment ReportOct.-55K29K* 8:30 AMUnemployment RateOct.-4.2%4.2%* 8:30 AMAvg Hourly Earnings, M/M%Oct.-0.3%0.1%* 8:30 AMAvg Hourly Earnings, Y/Y%Oct.--3.0%* 9:10 AMFederal Reserve Bank of St. Louis President Alberto Musalem speaks at Greater St. Louis, Inc event----* 10:00 AMU. Michigan Prelim Consumer SurveyNov.-47.246.31GoldFix Members: Exclusive Bullion Pricing Now AvailableGoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer ratesRead full story***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix internGoldman’ Gold CTA Analysis
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