The Mar-a-Lago Accord Will Change Money Forever

GoldFix · Feb 25, 2025 · 10m

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

Housekeeping: Good Morning. Michael Oliver Interview Sunday 2pm. Title piece in premium

“After this war is over, “money” will never be the same again…

-Zoltan Pozsar 2022

Today

* Discussion: Miners Good Bad and Not so Ugly

* Premium: Mar-a-lago commentary

Discussion: Miners Good Bad and Not so Ugly

RBC Mining Update- Floor Drop

* GDX / GDXJ flows—deteriorating further?

* Capital returns are an investor focus, but corporate actions are mixed.

* Senior producer guidance fell short of consensus expectations

*…