Spec Flush

Since the publication of the macrocast back in early January, we've warned that the first half of 2023 was likely to bring several false starts that would be designed to leave you "wrong-footed" and dismayed ahead of the actual breakout and rally to come in the second half of the year. We are now in the middle of False Start #3.

As a recap, the first false start came in early February, the second came in mid-April and now the third is ongoing. I had hoped that it wouldn't be this sharp or surprising but even I missed the warnings of this one, having been too obsessed with the...

About the Author

Founder
tfmetalsreport [at] gmail [dot] com ()

49 Comments on Spec Flush

Subscribe or login to read all comments.

Support TFMR

Donate Buy Silver

Access Subscriber Benefits

Listen to TFMR on the go in your favorite podcast app, and join our member-only forum discussions!

Key Economic Events Week of 5/28

5/28 9:00 ET Case-Shiller home prices
5/28 10:00 ET Goon Kash-n-kari
5/28 10:00 ET Consumer Confidence
5/28 1:00 ET Goons Cook and Daly
5/29 1:45 ET Goon Williams
5/29 2:00 ET Beige Book
5/30 8:30 ET Jobless claims
5/30 8:30 ET Q1 GDP 2nd guess
5/30 8:30 ET Wholesale inventories
5/30 10:00 ET Pending home sales
5/30 12:00 ET Goon Williams again
5/31 8:30 ET PCE and Core PCE
5/31 8:30 ET Personal Inc and Spend
5/31 9:45 ET Chicago PMI

Recent Comments

Forum Discussion

by Patriot Family, May 25, 2024 - 5:46am
by Titus Andronicus, May 17, 2024 - 3:54pm
by erewenguy, May 17, 2024 - 1:37pm
by AccidentalTourist, Apr 6, 2024 - 4:01am
randomness