The end of the Great Keynesian Experiment is upon us. Prepare accordingly.
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TFMR Podcast - Friday, April 26

With TF 11 Comments | 5 Likes My schedule dictated that your weekly summary podcast be recorded a little earlier than usual today so here you go. Please be sure to check back later this evening or over the weekend, too, for a discussion of your latest CoTs. For today, just a recap based upon where things stand as I record this at about 1:00...

Fri Apr 26, 2024 21:25
How To Finish The Week

By TF 28 Comments | 6 Likes Back on Monday, we were all reminded of the old TFMR adage. Which one? Come on, you know...it's not how you begin the week that matters, it's how you end it...and though the PMs won't crawl back into the green on the week, the shares look poised to do so. Let's see if we can get it done. As a reminder, not only...

Fri Apr 26, 2024 18:32
TFMR Podcast - Thursday, April 25

With TF 15 Comments | 6 Likes What an interesting day we had today with copper and the mining shares outperforming the Comex PMs...which were dealing with Comex option expiration issues. So where does that leave us for tomorrow and the end of the week? Let's talk about it. For today, the usual summary and then a look ahead to the PCE data...

Fri Apr 26, 2024 00:47
More Stagflation Signals

By TF 25 Comments | 5 Likes Well, here we are. Another Comex option expiration day and it comes with the usual attendant price manipulation volatility. It's also Q1 GDP day and that data was a doozy so come on in and let's try to sort through all that's going on. Let's start with this because there are always questions....The May Comex options...

Thu Apr 25, 2024 17:51
TFMR Podcast - Wednesday, April 24

With TF 4 Comments | 7 Likes Here's an earlier-than-usual podcast after a more-boring-than-usual day. Why? Do I have something fun to go do? Heck no. I'm off to the friggin dentist. Ugh. In the end, it's the perfect day for a trip to the dentist as sitting around here watching the pre-option expiration trading is like managing a toothache,...

Wed Apr 24, 2024 22:26
Downward Revisions

By TF 12 Comments | 6 Likes The string of downward revisions continues today with the latest durable goods report. Sure, the headline number looks great but the previous month was revised lower. At this point in the election cycle, is there any data series.. .any one. ..that isn't goosed for headlines and then sneakily revised lower at a later...

Wed Apr 24, 2024 17:00

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