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.

Emerging Market Meltdown Continues

Just when it appeared that the Comex metals were poised to finally confirm a breakout, the stress of the emerging markets takes center stage again today.

TFMR Podcast - Wednesday, August 29

The next 48 hours ahead of the market holiday weekend are actually shaping up to be pretty important for the POSX and Comex Digital Gold. Let's discuss why and what to watch.

Holding Ground

Comex gold is trading sideways today and, as strange as this may seem, that's actually pretty good news. It now becomes pretty important to see where we end the week before the 3-day market holiday weekend.

On With Reluctant Preppers

Back on Monday, we had the opportunity to discuss de-dollarization and all of the other risks to the US$. Given that this was also a prominent theme around here yesterday, I though that this interview deserved its own thread.

Batchelor and Cohen Look Ahead

With the US mid-term elections looming in 70 days, John and Steve look ahead to what we can expect in terms of Russian "meddling" and other distractions from The New Cold War.

TFMR Podcast - Tuesday, August 28

Gold fell backward today, giving us a perfect opportunity over the next few days to measure whether or not prices have finally bottomed and turned.

The Dedollarization Bandwagon

Actions by the US to enforce sanctions and tariffs against OBOR countries are beginning to get noticed across the financial media and the pace of de-dollarization appears to be accelerating.

TFMR Podcast - Monday, August 27

The week begins on an UPtick as the POSX closed below 95 for the first time this month!

Holiday Week

It will be a low-volume, volatile week as the few carbon-based traders that remain celebrate the end of summer with a few days off. And it's an important week, too, after last Friday's upward break of the trendline that has contained Comex gold since April.

TFMR Podcast - Friday, August 24

It was a terrific end to the week but this rally in Comex gold was only step one in the process of bottoming and trend change. Today, let's discuss where we are, where we've been and where we hope to be going.

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