skinny.

Latest / GoldFix

BOA Says Silver's Turn in 2025

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

Housekeeping: Good Morning. —

“The Gold reset is a process, not an event”

Today

* Discussion: Silver’s Turn in 2025

* Premium: BOA on Gold and Silver

Discussion: Silver’s Turn in 2025

BOA’s top five 2025 themes

* Trade war, strong USD may result in lower commodity prices

* Brent may trade near $65/bbl on surplus, fresh OPEC+ barrels

* Gold will stay rangebound for now, but still targeting $3000/oz

* Copper and aluminium may fall near-term, then rally into 2H25

* Grains look soft, but sugar, silver, or nat…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.