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Thursday Conversation - Willem Middelkoop


Here's another "Thursday Conversation" that is recorded and posted on Wednesday. Maybe it's time to rename these weekly podcasts? Either way, if you're interested in what might happen next...aka The Big Reset...be sure to listen to this discussion as Willem literally wrote the book on this subject.

More info on Willem, his fund and a link to a free download of "The Big Reset" can be found here: https://www.cdfund.com/en/

For today, I had planned to focus primarily upon the current state of the global monetary system and what will replace it when it eventually fails. However, the events of this week in the global gold market created the need to address that situation first.

All in all, this is a very helpful podcast from a very informed and wise source. Please give it a thorough listen.




Mar 25, 2020 - 3:01pm

re yesterday in gold

This from Ronan Manly explains things in a straight-forward and understandable manner.


And to think that there are people who openly admit that they don't know what a bullion bank is. I'm not sure how anyone could pompously consider themselves an "expert" without recognizing this simple, basic fact.

Mar 25, 2020 - 3:03pm

#1 once more!

Thanks Craig!

Mar 25, 2020 - 3:08pm

Half of Agnico Eagle output shut down

Due to orders from Canadian government to shut down non-essential businesses in response to the pandemic:


Mar 25, 2020 - 3:11pm



Mar 25, 2020 - 3:27pm

Now is the time...

With so much production shut down, now is the time to buy rounds and bars directly from miners. Help to push the Crimex Granny over the cliff.

Mar 25, 2020 - 3:32pm

because I bitch about Globex almost daily

It's only fair that I post charts like this one, too, on the rare occasions that they appear.

4 oz
Mar 25, 2020 - 4:40pm


Glad I got some Silver back in Jan & Feb; It's getting mighty close when it'll be time to re-subscribe to TFMR~~~

Mar 25, 2020 - 4:40pm

Jeffrey Snider Initiates Video Podcast

Alhambra Investments just posted the first of an intermittent video discussion similar to a Macrovoices session. Snider's co-host is Emil Kalinowski Cayman Island CFA who has a @MoneySenseRadio show. The benefit of this combo is that Snider frequently expects that the reader is fluent in finance-ese; Kalinowski pushes him to explain his thoughts more clearly. As always Snider is deep under the sink dissecting Collateral and Repo plumbing.

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

Mar 25, 2020 - 4:46pm

S&P plunge into the close

An 80 point plungarama in about 12 minutes.

Why? See below:

NEW: Bernie Sanders WILL vote for the coronavirus bill as written BUT ONLY if GOP senators drop their demands, he just told me.

"I cannot at the last minute allow some right wing senators try to undermine the needs of workers and think they are going to get away with that.” https://t.co/XA2LbzvijE

— Sheryl Gay Stolberg (@SherylNYT) March 25, 2020
Mar 25, 2020 - 4:50pm

some perspective on $6T

How much is $6 trillion?

If Christoper Columbus came to America in 1492 and burned a pile of cash worth $20,000...then burned another a minute later, and another, 60 piles an hour, every hour of every day, 24/7, through the centuries...it still wouldn’t amount to $6 trillion.

— Brrrrruce Fenton (@brucefenton) March 25, 2020

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Key Economic Events Week of 3/30

3/31 9:45 ET Chicago PMI
4/1 8:15 ET ADP Employment
4/1 9:45 ET Markit manu PMI
4/1 10:00 ET ISM manu PMI
4/2 10:00 ET Factory Orders
4/3 8:30 ET BLSBS
4/3 9:45 ET Market service PMI
4/3 10:00 ET ISM service PMI

Key Economic Events Week of 3/23

3/24 9:45 ET Markit flash PMIs
3/25 8:30 ET Durable Goods
3/26 8:30 ET Weekly jobless claims
3/27 8:30 ET Personal Inc and Spending

Key Economic Events Week of 3/9

(as if these actually matter)
3/11 8:30 ET CPI
3/12 8:30 ET weekly jobless claims
3/12 8:30 ET PPI
3/13 8:30 ET Import Price Index

Key Economic Events Week of 3/2

3/2 9:45 ET Markit Manu PMI
3/2 10:00 ET ISM Manu PMI
3/2 10:00 ET Construction Spending
3/4 8:15 ET ADP employment
3/4 9:45 ET Markit Service PMI
3/4 10:00 ET ISM Services PMI
3/5 8:30 ET Productivity & Unit Labor Costs
3/5 10:00 ET Factory Orders
3/6 8:30 ET BLSBS
3/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 2/24

2/25 9:00 ET Case-Shiller home prices
2/26 10:00 ET New home sales
2/27 8:30 ET Q4 GDP second guess
2/27 8:30 ET Durable Goods
2/27 11:30 ET Goon Evans speech
2/28 8:30 ET Pers Income and Spending
2/28 8:30 ET Core Inflation
2/28 9:45 ET Chicago PMI

Key Economic Events Week of 2/17

2/18 8:30 ET Empire St Manu Idx
2/19 8:30 ET Producer Price Idx
2/19 8:30 ET Housing Starts & Bldg Perms
2/19 2:00 ET January FOMC minutes
2/20 8:30 ET Philly Fed
2/21 Fed Goons all day at Chicago Conf.
2/21 9:45 ET Markit flash Feb PMIs

Key Economic Events Week of 2/10

2/11 10:00 ET Job Openings
2/11 10:00 ET CGP Hump-Hawk House
2/12 10:00 ET CGP Hump-Hawk Senate
2/13 8:30 ET CPI
2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
2/14 10:00 ET Business Inventories

Key Economic Events Week of 2/3

2/4 10:00 ET Factory Orders
2/5 8:15 ET ADP Employment
2/5 9:45 ET Markit Service PMI
2/5 10:00 ET ISM Service PMI
2/6 8:30 ET Productivity & Unit Labor Costs
2/7 8:30 ET BLSBS
2/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

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