Calling Admiral Painter

We've used this clip on multiple occasions over the past two years and, sadly, it's never been more appropriate than today.

TFMR Podcast - Monday, November 23

"Awake But Still Sleepy" was the name to Dr. Jerome's latest post. The same title could be used for this podcast as Turd fights through some mental exhaustion as a much-needed holiday week begins.

Forest or Trees?

As we near the completion of this latest Spec Rinse and Evisceration cycle, let's try to get our arms around where we are, how we got here and where we're going in 2016.

Awake but still sleepy

From my vantage point, the informed consensus is that we have begun a long slow economic decline, hoping to avoid world war, pissed off at the FED and banks for their thievery, but thankful that we have not had a collapse. I feel inspired to quote Thomas Paine’s ending words to Common Sense right here:

“Until an independence is declared, the Continent will feel itself like a man who continues putting off some unpleasant business from day to day, yet knows it must be done, hates to set about it, wishes it over, and is continually haunted with the thoughts of its necessity.”

I resonate with that feeing, being haunted each day with the necessity of the imminent collapse, restructuring, revolution or whatever has to come. And if the Totalitarians have their way, it just puts the end off a bit longer, with even more pain and suffering in between and after. The Adults who are awake can see all this. The sleepy teenagers just want to sleep… five more minutes. But they are waking up.

TFMR Podcast - Friday, November 20

I'm not sure how this got to be 28 minutes in length. I guess there must have been a lot to discuss from the laughable weekly performance of the S&P to the latest CoT to the best present-day trading tip you're ever going to get.

The Rats and The Sinking Ship

Yes, what we are about to show you is simply a collection of anecdotal data points. Taken separately, perhaps they can all be written off and marginalized. Taken collectively, however...well, maybe there's something to consider here.

<Please note that this has been published as a public thread.>

TFMR Podcast - Thursday, November 19

A rare Thursday podcast is well-timed as there's a lot going on and much to discuss.


You're already seeing today a bit of the "sell the rumor, buy the news" component of expected FOMC hype. But could there be more to it? Maybe you missed this headline from yesterday?

TFMR Podcast - Wednesday, November 18

The latest FOMC minutes leads everyone on CNBS to conclude that a December rate hike is a done deal. Regardless, even if it is, it's likely a "sell the rumor, buy the news" event for gold and silver which will have bottomed again well in advance of December 16.

Quick Update

It has been a busy morning and I'm running quite late, thus this quick update.

Syndicate contentTF Metals Report Blog Feed