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.

Tariff Schmariff

Trump finally announced his tariff plan late yesterday and the Chinese responded today. The "market" reaction. A big ole yawn.

TFMR Podcast - Monday, September 17

The week appears to have begun on an UP note. Can this hold/continue tomorrow or will we just slide back lower. And let's take one more look at the CoT and the declining open interest numbers for Comex silver.

Monday, Monday

A new week begins with news of trade talks and tariffs and, of course, impending war and crisis. But at least Comex Digital Gold is up $4, so we've got that going for us...which is nice.

Guest Post: "What Keeps Them Up At Night", by Jim Quinn of The Burning Platform

As we arrive at the 10-year anniversary of The Great Financial Crisis, here's another excellent post from our friend, Jim Quinn of The Burning Platform.

TFMR Podcast - Friday, September 14

It's time to put this week behind us.

The Weeknd

I've never understood if this cat's name is short for "The Weekend" or "The Weakened". Not even the LTs could explain it. Regardless, like that rapper fellow and in my weakened state, I'm ready for the weekend.

TFMR Podcast - Thursday, September 13

The action today only confirms what we've been saying for weeks. Namely, the current downtrends remain in place and that attempting to catch a a falling knife is usually a dangerous idea.

Hope Percolates

A weak CPI and a "hawkish" Count Draghi have combined to shove the POSX lower today. Thus, hope springs eternal that a bottom has been found for this most recent, five-month downtrend.

TFMR Podcast - Wednesday, September 12

The Comex metals jumped today on weak inflation data and headlines regarding new US trade talks with China. But will more inflation data and the ECB turn everything right back lower tomorrow?

Going With The Flo

In what can hardly be called a shock, the mid-year POSX rally has led to a Producer Price Index today that came in well below "expectations". Now it's just one datapoint but it's definitely something worth noting.

Syndicate contentTF Metals Report Front Page RSS Feed