TFMR Podcast - Friday, September 25

Mother Fellen was able to talk up The Pig and the USDJPY late yesterday, causing a small surge in stocks and a brief drop in gold. However, she and her goons are playing a very dangerous game of vanishing credibility. Therefore, all she really managed was to paint The Fed deeper into an unescapable corner.

A Comex Bank Run For Scotia Mocatta

While much has been made about the record low Comex registered gold inventory, we've also been following a slow-motion "run" on the gold vaults of Scotia Mocatta. Could this be evidence of failing confidence in the bullion bank system?

<Please note that this is a public article.>

A2A with Jim Comiskey

Longtime commodity broker Jim Comiskey stopped by TFMR again today to share his wisdom and experience through our A2A webinar format.

No Surprises

If you've been following along all week, then today's action in the equity "markets" should come as no surprise. A sharply falling USDJPY has led to steep declines in stocks while, at the same time, gold and the other commodities are rallying. What happens next will be quite interesting to watch.

TFMR Podcast - Wednesday, September 23

The "markets" held it together today but that doesn't mean that the rest of the rest of the week will be smooth sailing. The charts of the S&P, crude, copper and platinum appear to foreshadow another run of disinflation bias selling.

And I Feel Fine

That's great, it starts with an earthquake. Birds and snakes, an aeroplane, Lenny Bruce is not afraid.

Cold War On Many Fronts

As the New Cold War expands, so does the range of our weekly update from Batchelor and Cohen as the discussion turns from Ukraine to include The Baltics and Syria, as well.

TFMR Podcast - Tuesday, September 22

Disinflation, devaluation and disinformation all bubble to the surface on this Tumultuous Tuesday. What might Wednesday bring? Anything is possible and, if you're not watching the whole copper and Glencore situation, you should be. This podcast attempts to explain why.

Here We Go Again

Mother Fellen had hoped last week that, by maintaining ZIRP, she could hold off the tide of disinflation and market disinflation bias. Oops.

TFMR Podcast - Monday, September 21

Continuing with the theme of this morning's post, today we discuss the implications of last week's FOMC, what we learned and how we can use this to our advantage going forward.

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