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.

Time To Lay Low

Even though we've tried to warn and prepare, none of that makes the inevitable Spec wash-and-rinse any easier to watch.

<As a public service, this thread is now freely available.>

TFMR Podcast - Wednesday, September 20

Mother mumbled away today and declared that soon her Fed would begin selling bonds and hiking the FF rate. This "news" spiked the USDJPY which, in turn, caused the HFTs to dump Comex Digital Gold. Just another sunny day here in paradise...

Another Fascinating JBSFC

John and Steve recorded another fascinating hour last evening and, as usual, you would be well-served to give it a listen.

Levels To Watch Today

Not much new to discuss this morning as everything will key off of Mother's Fedlines and presser this afternoon. To that end, here are some key levels to watch after the dust settles.

TFMR Podcast - Tuesday, September 19

It has been a busy day but we're here with a podcast nonetheless as we try to get prepared for what will surely be an eventful Wednesday.

Looking Ahead To Wednesday

As Mother kicks off here latest Tea & Doily Party, the focus shifts from what type of pie will she serve during the breaks to what will be the market reaction to her Fedlines and press conference.

TFMR Podcast - Monday, September 18

Another challenging day for the Comex metals and it now seems that all of this recent decline can be traced back to a set of headlines on September 7.

Two Steps Back

The new week begins with USDJPY continuing its relentless assault higher and this, of course, has both Comex metals under pressure this morning. Back on Friday, we discussed some downside levels to watch this week and, unfortunately, that warning appears to be prescient.

TFMR Podcast - Friday, September 15

It was a difficult week for the Comex metals, but after the extended rallies we've seen over the past two months, a pullback wasn't unexpected. So now what will next week bring as Mother's next Tea Party kicks off on Tuesday.

Chicken Little Kim

After months of trepidation with every provocation, the global markets now view any iteration as nothing but mental masturbation.

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