TFMR Podcast - Monday, May 11

Another steep selloff in the bond market, combined with an overt raid in gold, could be sending a rather ominous warning to everyone. Today, we discuss the possibilities.

Your Latest Crime Scene Report

Late Friday saw the release of another in the inglorious line of Bank Participation Reports from the criminally-complicit CFTC. Why I'm even bothering to write about it is beyond me.

All The Way To Zanzibar

The week is off to a quiet and orderly start. Looks like Lizard Man was wrong about the bond market meltdown so I guess we can get back to watching the crimes in progress!

TFMR Podcast - Friday, May 8

With this past week behind us, we turn our attention to the weekly charts and the CoT...and we like what we see. Maybe not full speed ahead but certainly not straight down, either.

Baffled With (BLS)BS

The great W.C. Fields is credited with saying: "If you can't dazzle them with brilliance, baffle them with bullshit". No doubt had Mr. Fields been born 100 years later, he'd have made an excellent anchor on CNBS or Bloomberg.

Some Random Musings

Just a few thoughts ahead of what will almost certainly be a very volatile, BLSBS Friday.

A2A with Nomi Prins

Nomi Prins is the author of the must read book, "All The Presidents' Bankers". It was an honor to have her stop by for this webinar and this recording is well worth your time and attention.

<Note: This is now a public thread.>

TFMR Podcast - Wednesday, May 6

The market action today was almost surreal with huge moves in the dollar, the euro, crude oil and equities but hardly any change to gold and silver.

HFT-Driven "Markets" Continue To Distort Prices

As The POSX collapses another point today, it's easy to ask why gold isn't racing higher. The answer, of course, lies with the algos and their seemingly endless pairing of gold with the yen.

Perspective: A Very Important Lesson in Russian History

As Ukraine Crisis lurches once again toward all-out, hot war, last evening Professor Cohen took the time to provide some background and history regarding WWII. Once you appreciate the depth of loss suffered by Russia in "The Great Patriotic War", you'll have a better understanding of why the current crisis is considered such an existential threat to Russia and its people.

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