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The end of the Great Keynesian Experiment is upon us. Prepare accordingly.

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TFMR Podcast - Tuesday, May 24

With TF 6 Comments | 3 Likes With the investing world slowly coming to terms with the idea that Powell Pivot II may be closer than most realize, the Comex PMS rallied again today on the back of falling interest rates and a lower POSX. Tomorrow will be another day, though, with FOMC minutes and the latest update on durable goods sales. It's...

Putting The Stag In Stagflation

By TF 21 Comments | 14 Likes Today's US economic data is gloomy and points toward worsening conditions and eventual recession. The amount of time before Powell Pivot II kicks in just got shorter. As discussed in yesterday's podcast, we already have Goons Bullard and Bostic starting to walk back rate hike expectations. And now this. First,...

TFMR Podcast - Monday, May 23

With TF 15 Comments | 11 Likes It was a quiet start to what will be a busy week. So let's put this day behind us so that we can focus upon where we go from here. For today, there's not much news to discuss that wasn't covered this morning. The Comex PMs remained pressured through the session and only managed to eek out minimal gains, despite...

Monkey See, Monkey Do

By TF 15 Comments | 13 Likes The week begins with the usual Comex shenanigans but the bigger concern is with how it will end. There's a lot of economic data between now and then and an even longer list of potential unknowns, particularly with this Monkeypox stuff. So welcome to Monday. I hope you had a nice weekend. The week has begun well...

TFMR Podcast - Friday, May 20

With TF 20 Comments | 6 Likes The week began with an early Monday smash in London. We had hoped at the time that those lows would be the worst of the week and, as it turned out, they were! So now we enter the final week of the month of May in the hope that we can build on this week's momentum. But it's going to be a very busy and volatile...

No New News Here

By TF 21 Comments | 8 Likes This seems strange. Every Friday has market-moving news whether it's a BLSBS or some sort of other economic datapoint. But today, there's nothing and, left to its own devices, CDG and CDS are going slowly melting away and taking with them any chance of a weekly close above $1840 or $22. Now anything can happen...

TFMR Podcast - Thursday, May 19

With TF 17 Comments | 7 Likes What an interesting day. Bonds rallied and the POSX sold off sharply. This allowed for a nice bid in both CDG and CDS. And now we await tomorrow. Will the stonk market hold up? If it doesn't, how will the bond market react? It's going to be an interesting day. For today, though, just a recap in preparation for...

And Now For Something Completely Different

By TF 25 Comments | 10 Likes What's this? Bonds are up and the POSX is down?? When's the last time that happened??? And the TIP is up, too???? And the GDX is up over a full point????? Goodness me, how can that be? OK, so maybe things haven't changed THAT much. After all, the 200-day moving average for the front month Jun22 Comex gold contract...

TFMR Podcast - Wednesday, May 18

With TF 9 Comments | 8 Likes The stonk market sits again on the verge of collapse. However, on several occasions of late, it has immediately reversed and saved itself. Will it do so again tomorrow? If not, what will be the implications? Time is short so let's get right to it. We discuss stonks, the eventual Powell Pivot II and a safe haven...

Currency Convulsions

By TF 28 Comments | 9 Likes It's just another day in the barrel for Comex precious metals so let's a couple of other items that have crossed my screen this morning. First of all, welcome to Wednesday...in all its glory. The POSX is up while bonds catch a safe haven bid as the S&P is down 70 points. Yeehaw. And the PMs?.... Let's start...

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