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 - Monday, January 22

Catastrophe is averted as Congress successfully kicks the can 21 days forward. But much of this stems back to September 8 of last year so today we discuss again the significance of that day's events.


What if the world ended and no one noticed?

TFMR Podcast - Friday, January 19

A dull end to a dull week as shutdownschmutdown ridiculously dominated the news flow. But alas, as always, it could have been worse for us in the metals so we approach next week with optimism, especially after reviewing the latest CoT changes.

A Weird Week Draws To A Close

It began with a holiday, which was immediately followed by another silver "flash crash". After a bounce, the Comex metals were hit again during the lowest-volume period of the day on Wednesday. And now, on Friday, Comex gold is unchanged versus the Comex close last Friday. Ob-la-di, ob-la-da, life goes on.

TFMR Podcast - Thursday, January 18

It was an excruciatingly boring day but we try to muddle through with a podcast full of information you won't find anywhere else.

Bouncing Back

After the lunacy of yesterday's contrived selloff, it's a bit of a relief to see the Comex metals bounce back today as the underlying trends reassert themselves.

TFMR Podcast - Wednesday, January 17

It certainly appears that The Banks are successfully containing prices at these levels. So, what's next? Do we simply churn sideways or is another wash and rinse of The Specs on the horizon?

More Vital Info from Batchelor and Cohen

John and Steve continued their discussions last evening and they followed up on many of the themes The Professor and I discussed last week. As usual, we strongly urge you to listen.

CNY-Crude Delay?

There has been a lot of talk and excitement about the yuan-denominated crude oil contract that is due to launch tomorrow. Problem is, no one knows for sure if it really will happen. We found a link this morning that states the launch won't come before February 23. I guess we'll know soon enough...

TFMR Podcast - Tuesday, January 16

It was a wild and volatile day across the "markets" and we're back from vacation and ready to make some sense of it all.

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