The end of the Great Keynesian Experiment is upon us. Prepare accordingly.
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TFMR Podcast - Monday, October 7

With TF 11 Comments | 6 Likes It was another day of a less than 1% range for Comex gold. A breather? Maybe. But there's a lot going on this week that will influence price with greater volatility so let's lick things off and try to prepare with this podcast. For today, no links just dialogue. After a general discussion and summary, these images:...

Tue Oct 8, 2024 01:37
Here We Go Again

By TF 21 Comments | 6 Likes The new week begins with a terrible anniversary. The week will then include all sorts of geopolitical worries and a host of important economic data, including the CPI. We'll also get a freight train full of Goons all while we watch another devastating hurricane make approach to the Florida coast. Does that sound...

Mon Oct 7, 2024 18:28
TFMR Podcast - Saturday, October 5

With TF 11 Comments | 4 Likes Well, what week we had. CDG and CDS had to endure the full BS of the BLSBS, a spike in interest rates, five straight green candles in the POSX and a sharp reduction in rate cut hopes. And yet, CDG was UNCH on the week with CDS actually posting a gain of nearly 2%! So what will next week bring? WTFK. But we'll try...

Sat Oct 5, 2024 19:01
The BS Is Thick In The BLSBS

By TF 37 Comments | 14 Likes I'm not sure if you took the time to listen to yesterday's podcast but the first eight minutes laid out the case for how certain I was that today's BLSBS would come in way above expectations. In fact, I even guessed something outrageous like +265,000 "jobs". And what was today's reported number? 254,000. Seriously....

Fri Oct 4, 2024 18:41
TFMR Podcast - Thursday, October 3

With TF 13 Comments | 7 Likes Well, here we go. We're barreling toward a consequential Friday full of economic data and geopolitical risks. Might the BLSBS come in weak and allow the Comex PMs to be propelled higher? I suppose there's a chance but there's also a chance that I'm going to finally get my first hole-in-one, too, and history has...

Fri Oct 4, 2024 01:45
Busy Thursday

By TF 15 Comments | 5 Likes There's a lot going on and I've gotten a bit of a late start so let's dive right in and try to get caught up on this very busy and active Thursday. Where do we start? That's the question. Maybe we should just start with the normal stuff as so much seems abnormal these days. Today is service sector PMI day and both...

Thu Oct 3, 2024 18:26

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