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 - Tuesday, January 9

All of a sudden, the investment has convinced itself again that higher long-term interest rates are just around the corner. Could the crowd be correct this time?

Jedi Mind Trick

If you lacked confidence and missed the late 2017 rally then, yes, this IS the pullback you've been looking for.

TFMR Podcast - Monday, January 8

It was a reasonably quiet day in the Comex metals so we take some time today to delve even deeper into this whole "Exchange For Physical" thing.

Fighting To Friday

A busy week begins. It will be full of economic data and Fed Goon speeches so, by now,  you know what to expect.

TFMR Podcast - Friday, January 5

It was a great opening week for the Comex metals but they may be due for a breather next week so please be sure to come in and listen to this detailed podcast.

Increasingly Meaningless BLSBS

The HFT algos were set to buy USDJPY and ES today regardless of the BLSBS, which came in well below the consensus expectations. But it is what it is so let's instead focus upon the solid start to 2018 for the precious metals.

TFMR Podcast - Thursday, January 4

Ole Dr. Copper saw a long-term breakout in 2017 and now crude oil is threatening to do the same. Taken together, what are they telling you about the direction of the US dollar in 2018? And if that direction is down, are you prepared to capitalize?

The Three Themes of 2018

Beginning in late 2016, we began to question what we termed The Generally Accepted Narrative of 2017. This allowed us to accurately forecast rising precious metal prices last year. For 2018, we will generally rely upon three, overriding themes and we discuss them in detail today.

TFMR Podcast - Wednesday, January 3

The December FOMC minutes allowed the Comex metals to be pounded backward this afternoon. However, they've quickly recovered most of their losses. What might this be telling us about the near future for price?

Batchelor and Cohen Kick Off 2018

John Batchelor began our 2018 discussions with this: "It is a new year but it is the same New Cold War". And now, with the US now agreeing to send offensive arms to Ukraine, the situation is poised to get much, much worse.

Syndicate contentTF Metals Report Front Page RSS Feed