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.

A Critical JBSFC

Commenting on the strange and surreal headlines of last evening, Professor Cohen began last night's show with these words: "It's a dark night in the history of the American republic". If you've been listening to these podcasts for the past three years, you know that he's completely serious and not simply being hyperbolic.

TFMR Podcast - Tuesday, January 10

A somewhat happy Tuesday sets up what might be a rather compelling end of the week. Why? We've got a few ideas.

Green Day

Commodities are up across the board today and that, along with a falling USDJPY, has helped to nudge Comex Digital Gold even closer to its first encounter of 2017 with the important resistance of $1200.

TFMR Podcast - Monday, January 9

The new week began with a day that looked more like last Thursday than last Friday. Will this trend continue and will we soon get our first test of the critical $1200 level? Well, c'mon in and let's talk about it.

The Growing Chinese Liquidity Crisis

The new week begins with one of those rare, Monday rallies in CDG and CDS. As we discussed in Saturday's podcast, perhaps Friday was an aberration and the macro trends from last week will now reassert themselves this week.

TFMR Podcast - Saturday, January 7

In one of those rare, overly-caffeinated Saturday podcasts, today we take stock of how 2017 has begun and begin to draw parallels to the early year action of both 2015 and 2016.


As we begin 2017, it's more important than ever to be clear about what we discuss here. To that end, today we add two new acronyms to the TFMR glossary...CDG and CDS. No longer will be discuss the paper derivative price of "gold" or "silver". Instead, we will refer to these issues as CDG (Comex Digital Gold) and CDS (Comex Digital Silver).

A2A with Dave Kranzler of Investment Research Dynamics

Today's A2A webinar was a great way to kick off 2017. Please be sure to carve out some time to give this a listen as Dave was full of helpful insights for the year ahead.

Gold In January 2017 vs Gold In January 2016, Part II

As we wrote yesterday, the striking similarity of 2017 to 2016 continues today, in everything from Chinese liquidity to the bond market to gold and silver.

TFMR Podcast - Wednesday, January 4

In the precious metals, 2017 continues to unfold almost identically to 2016 with prices rising again today. They are, however, meeting some stiff resistance, particularly in silver, so what happens the rest of this week is seemingly pretty important.

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