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 30

It was a volatile day but tomorrow might be even worse with Trump's first SOTU and Mother's final FOMC both pending.

Checking In with Max Porterfield of Callinex Mines

Back in 2016, we got acquainted with Max Porterfield and his company, Callinex Mines. With the US dollar falling and commodity prices surging, we thought it would be beneficial to check in with Max for an update.

Dollar Dance

Both the all-important USDJPY and POSX are headed back down today, with USDJPY now below the level seen when Trump openly contradicted Mnuchin last Thursday. Both Comex metals are over 1% below their Thursday highs, however, so it's clear that they have some catching up to do.

TFMR Podcast - Monday, January 29

Well it wasn't easy but we attempted to summarize a very fun and busy day into this 20-minute podcast. Please be sure to have a listen.

CFTC Fines Banks For Precious Metal Price Manipulation

Hmmm. I wonder how System Apologists like Moriarty, Christian, Hug and Weiner will try to spin this one?

Bond Market Boogaloo

It seems that rising long rates are finally beginning to impact the precious metals a bit today as the HFTs "see" falling bonds and sell digital gold. But pullbacks are always to be expected and the overall trend remains firmly in our corner.

TFMR Podcast - Friday, January 26

Just for fun and because it's my birthday weekend, I thought we should make this podcast a public thread. There are always nuggets of quality information here at TFMR so maybe we should give the rest of the world some idea of what they're missing for lack of 40¢/day.

Big Picture

After the ridiculous and comical events of the past 48 hours, let's try to end the week by remaining focused upon The Big Picture...namely, the 2018 trend of a weaker dollar and the steadily-growing flow of funds back into the commodity sector.

A2A with Clif High

Clif High kicks off the 2018 A2A calendar with a fascinating discussion of the "web bot" predictive technology and its application toward the year to come in cryptos, the metals and more.

The Banks Dig In

Not surprisingly, even additional drops in POSX and USDJPY couldn't help the Comex metals to extend yesterday's gains. And it's Feb18 option expiration day today, too! But the overall trend is definitely our friend so we'll let The Banks do their thing and then wait to see what tomorrow and next week may bring.

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