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.

An Update from Batchelor and Cohen

After taking a week off as Professor Cohen traveled to Russia, John and Steve returned last evening to discuss the Russian history and recent events.

Big Green Candle

We wondered yesterday if, following the recent pattern, today would bring a big green candle. So far, so good. Now let's see if we can hold and extend rather than fall back again.

TFMR Podcast - Tuesday, November 7

Like last week, the Comex metals couldn't sustain any momentum today after yesterday's sizeable gains. But there's a lot of week left so we look forward to seeing where things go from here.


After all the crazy news of yesterday that seemed to some from every direction, the "markets" are so far taking a bit of a breather today. It will be interesting to see how long this lasts.

TFMR Podcast - Monday, November 6

A very strong day as tensions in the MENA help to turn the entire commodity sector green. As the week progresses, will the Comex metals be able to capitalize on today's gains?

Tracking Today's Moves

An overnight spike in USDJPY barley budged the price of Comex Digital Gold. Why? The answer can be found in the second most-important HFT input...the bond market...where long rates continue to fall.

TFMR Podcast - Friday, November 3

It was a frustrating day to watch but we ended the day and week on a much more optimistic basis than you might think. So, come in and listen to this podcast because the situation isn't as dark as you might believe.

Nothing Really Matters, Anyone Can See

The US labor force is rapidly shrinking. Wage growth is non-existent. The vast majority of the American people have no savings and little hope for economic improvement. But none of that matters with the G-3 central banks in charge!

A2A with Dave Kranzler of Investment Research Dynamics

Our pal, DenverDave, stopped by today for a full hour of analysis and commentary. You should be sure to listen.

Moving Day

A lot going on again today as the Trump tax plan is finally released and, in a few hours, he'll also reveal his choice to replace Mother. So far, so good with the price of the Comex metals but let's not get ahead of ourselves just yet.

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