Guest Post: "Don Yuan", by Brent Johnson of Santiago Capital

15
Mon, Jan 23, 2017 - 2:54pm

Brent Johnson is a San Francisco-based hedge fund manager and he's a longtime friend of TFMR. He consistently puts out high quality, educational presentations and his latest is no exception.

Please carve out some time to watch this video. Over the course of 24 minutes, Brent addresses many of the themes that we discuss here on a daily basis but he comes to some different, short-term conclusions. Because of this, I thought it would be fun to hash out some additional thoughts on these subjects and have invited Brent to join us this Thursday for A2A.

So watch this video and come to your own conclusions. Then join us on Thursday when we continue the discussion.

TF

About the Author

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

  15 Comments

Angry Chef
Jan 24, 2017 - 5:30am

Why The Individual Should Prevail

COMMON SENSE – 2017 (PART TWO) – The Burning Platform

James Crighton,

The piece above by Jim Quinn at the Burning Platform might be of interest to your Sister....

NUGTCALL
Jan 24, 2017 - 6:17am

Turd

Do you disagree with anything he said and if so what?

Thanks for sharing

NUGTCALL
Jan 24, 2017 - 8:30am

Yes

which is all part of why I thought Brent and I could have a fun discussion on Thursday

NUGTCALL
Jan 24, 2017 - 8:43am

Yes

Tease

James Crighton Angry Chef
Jan 24, 2017 - 11:28am

Thanks Angry - 5:30am post

Many thanks Angry - that is perfect. Very grateful.

jc

Subscribe or login to read all comments.

Contribute

Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
9/11 8:30 ET PPI
9/11 10:00 ET Wholesale Inv.
9/12 8:30 ET CPI
9/13 8:30 ET Retail Sales
9/13 10:00 ET Consumer Sentiment
9/13 10:00 ET Business Inv.

Key Economic Events Week of 9/3

9/3 9:45 ET Markit Manu PMI
9/3 10:00 ET ISM Manu PMI
9/3 10:00 ET Construction Spending
9/4 8:30 ET Foreign Trade Deficit
9/5 9:45 ET Markit Svc PMI
9/5 10:00 ET ISM Svc PMI
9/5 10:00 ET Factory Orders
9/6 8:30 ET BLSBS

Key Economic Events Week of 8/26

8/26 8:30 ET Durable Goods
8/27 9:00 ET Case-Shiller Home Price Idx
8/27 10:00 ET Consumer Confidence
8/29 8:30 ET Q2 GDP 2nd guess
8/29 8:30 ET Advance Trade in Goods
8/30 8:30 ET Pers. Inc. and Cons. Spend.
8/30 8:30 ET Core Inflation
8/30 9:45 ET Chicago PMI

Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
8/21 2:00 ET July FOMC minutes
8/22 9:45 ET Markit Manu and Svc PMIs
8/22 Jackson Holedown begins
8/23 10:00 ET Chief Goon Powell speaks

Key Economic Events Week of 8/12

8/13 8:30 ET Consumer Price Index
8/14 8:30 ET Retail Sales
8/14 8:30 ET Productivity & Labor Costs
8/14 8:30 ET Philly Fed
8/14 9:15 ET Ind Prod and Cap Ute
8/14 10:00 ET Business Inventories
8/15 8:30 ET Housing Starts & Bldg Permits

Key Economic Events Week of 8/5

8/5 9:45 ET Markit services PMI
8/5 10:00 ET ISM services PMI
8/6 10:00 ET Job Openings
8/8 10:00 ET Wholesale Inventories
8/9 8:30 ET Producer Price Index

Key Economic Events Week of 7/29

7/30 8:30 ET Personal Inc/Spending & Core Inflation
7/30 10:00 ET Consumer Confidence
7/31 8:15 ET ADP employment
7/31 2:00 pm ET FOMC Fedlines
7/31 2:30 pm ET CGP presser
8/1 9:45 ET Markit Manu PMI
8/1 10:00 ET ISM Manu PMI
8/2 8:30 ET BLSBS
8/2 10:00 ET Factory Orders

Key Economic Events Week of 7/22

7/23 10:00 ET Existing home sales
7/23 10:00 ET Richmond Fed Manu Idx
7/24 9:45 ET flash Markit PMIs
7/25 8:00 ET Count Draghi/ECB policy meeting
7/25 8:30 ET Durable Goods
7/25 8:30 ET Wholesale Inventories
7/26 8:30 ET Q2 GDP first guess

Recent Comments

by Blythesshrink, 9 min 3 sec ago
by seneca sam, 36 min 30 sec ago
by bullion only, 56 min 2 sec ago
by brolgaboy, 1 hour 27 min ago
by seneca sam, 1 hour 41 min ago
by Mintmoondog, 2 hours 56 min ago

Forum Discussion

by HappyNow, 5 hours 49 min ago
by NW VIEW, Sep 22, 2019 - 9:01pm
by SteveW, Sep 22, 2019 - 11:58am
by sierra skier, Sep 22, 2019 - 10:55am
by atarangi, Sep 22, 2019 - 4:09am
by atarangi, Sep 22, 2019 - 3:03am