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.

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.

Gold In January 2017 vs Gold In January 2016

Much like last year, the precious metals have begun 2017 with solid up moves that threaten the promoted narrative of lower prices in the year ahead. Can this trend continue and will early 2017 unfold in a similar fashion to early 2016?

Batchelor-Cohen Begin 2017

It has now been nearly three years since we first began posting these weekly discussions between John Batchelor and Professor Stephen F. Cohen. Sadly, as 2017 begins, The New Cold War has led to a deterioration of diplomacy to levels not seen since before The Cuban Missile Crisis of 1962. Since 2010, TFMR has discussed monetary and economic threats each and every day but never did we think we'd have to consider threats to humanity's very existence. To that end, as long as Mr. Batchelor and Professor Cohen continue their discussions, we'll continue post them every Wednesday. You should be sure to listen.

TFMR Podcast - Tuesday, January 3

Whoa, did we ever have a lot to talk about on this first day of 2017! So, please try to find about 25 minutes to give this podcast a thorough listen.

42 Years of Fractional Reserve Alchemy

It has now been 42 years since The Global Bankers successfully alchemized gold through the advent of futures trading so we begin the new year by looking back at how we got into this position in the first place.

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