The end of the Great Keynesian Experiment is upon us. Turd Ferguson and his band of loyal Turdites patrol this Watchtower. We are here to help each other navigate the coming economic chaos. However, no one can predict every eventuality, so please read the disclaimer and community guidelines before proceeding.

TFMR Podcast - Wednesday, January 18

Everything was just peachy today until some late day blathering from Mother Fellen sparked a near-panic bid in the USDJPY. As you might imagine, this pulled the rug from under CDG and CDS and down they went.

Your Weekly Batchelor-Cohen Podcast

Another terrific summary presented last evening by John and Steve. Please be sure to carve out time to listen.

Still Chugging Higher

Even after this latest surge, and even with the USDJPY and POSX higher today, the metals remain firm with Comex Digital Silver approaching critical resistance.

TFMR Podcast - Tuesday, January 17

A Happy Tuesday as the metals surged as the USDJPY and POSX fell. Today consider if these current trends, which began in the aftermath of the December rate hike, can continue to even greater levels.

Questioning The Generally Accepted Narrative

One of the primary themes that we've been repeating is that 2017 is going to be a wildly unpredictable year. To that end, today we begin what might be a wildly unpredictable week. Buckle up.

The Generally Accepted Narrative

One of the primary themes that we've been repeating is that 2017 is going to be a wildly unpredictable year. To that end, today we begin what might be a wildly unpredictable week. Buckle up.

A Discussion of The Dollar, Gold and Chinese Liquidity with Paul Mylchresst

We've regularly published Paul Mylchreest's insightful analysis for about as long as there has been a TFMR. Whether his work is written independently or for his employer, ADM ISI in London, Paul consistently sees things that few others in the investment world notice and he writes with a clarity that everyone can understand. As you might imagine, it was a tremendous pleasure when, earlier this week, we finally had an opportunity to connect for a podcast.

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AlgoWorld

In AlgoWorld, the actual data is insignificant. All that matters is the printed headline that forces the HFTs into some wild and crazy (over)reaction. In this context, today's "market" reaction to the latest retail sales and PPI numbers is not surprising in the least.

A2A with Alasdair Macleod of GoldMoney

Alasdair Macleod has long been one of our favorite and most frequent podcast guests. As Head of Reserach at Goldmoney, few people are as fluent in the language of macroeconomics as Alasdair so, with the wildly-unpredictable 2017 upon us, there was no better time than the present to hear from Alasdair once again.

Fast Market

Things are getting really interesting, really quick as currency liquidity issues shake the global markets in a manner almost identical to January of last year.

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