TFMR Podcast - Saturday, November 29


There are certainly some signs that we once again stand near the edge of the precipice. Therefore, I thought I'd just make this podcast immediately public.

It's not that this podcast is full of incredible analysis or earth-shattering information. It just seems to me that the world might be once again barreling toward financial crisis. Since there are likely quite a few visitors to this site who sense the same, I simply felt like I should make this podcast public.

For today, we discuss these charts. First, crude:

Then these three GOFO items:

And then these four charts of gold and silver:

Finally, please be sure you've read both of these ZH links:

Here's a sample of some anti-SGI propaganda:

And, potentially worst of all, make sure you've seen this from back on Thursday:

I hope you enjoy your weekend,



Nov 29, 2014 - 1:42pm

It would be interesting

To study 10 year charts of crude priced in all currencies to see how much of the weakness in crude is due to US $ strength

Steve S
Nov 29, 2014 - 1:38pm

Turd testimonial

I had an issue with my credit card not approving turds monthly fee. It took a few days to correct. I went thru Turd withdrawal. As a gold bug news junkie there is no place on the web that provides anywhere near as much information as TFMR. Most market days you get two updates from turd with charts and excellent analysis of all the various markets and other geopolitical issues that impact gold and silver. There is in depth analysis of the COT's, open interest, GOFO changes etc. On top of that the vault member are always finding up to the minutes articles and other useful information in the comments.

So I did what I had to do and signed for the yearly instead of the monthly.

Thanks Turd for a kick ass website!

Nov 29, 2014 - 1:36pm

After oil price will bottom -

After oil price will bottom - in few months- with current ruble value or lower, nothing can prevent Russia from turning on printing press to rearm; from history ( French assignats during French Revolution) it is known that government printed money lasts for about 6 years before complete annihilation. This puts a deadline for Putin to compensate - as French tried as well then- this printing and devaluation with asset resource looting by military force. If Russia changes its monetary regime say in early 2015, it has time till about 2020 to compensate it by entering and winning wars. If it does not change its monetary regime soon, it has already lost. If it wins the wars as Lincoln did in Civil war, its paper money (greenbacks in Lincoln case) will survive, and so will the country (Empire).

I think this change in Russian monetary regime- showing its intents to increase confrontation and the need for military aggression to keep its NEW monetary system functioning- will mark the bottom in gold.

So in fact the choice for WWIII will be made in early 2015 by Russian monetary regime choice. After that monetary autopilot (with help of world bankers) takes over.

Nov 29, 2014 - 1:29pm


Thanks Turd, please go enjoy the rest of the weekend!

Nov 29, 2014 - 1:28pm

What a Pleasant Surprise

Your the Man Turd. Now to listen. Keep Stacking

I'm with you all the way Turd, the Derivatives are getting ready if not starting to break apart. Man I hope everybody is prepared for what's going to happen when they do. Keep Stacking Turdites and make sure you have your food and other essentials besides the PM's.

J.P. Cubish
Nov 29, 2014 - 1:07pm

Im Fifth Bitch

We needed this. Thanks Turd

Nov 29, 2014 - 1:07pm

Give me 5

as I listen now.

Nov 29, 2014 - 1:01pm

TF - Nice Photo

Almost messy as mine:

Just kidding. Fantastic analysis my friend, fantastic.

Thank you for staying on top of these stories. After listening to Jim W., and reading his two reports for this month (I am a happy paid subscriber, notwithstanding his detractors), I truly enjoy hearing and reading your analysis.

The crude oil, paper price collapse is epic, as the entire USA shale oil "miracle" depends upon higher paper prices per barrel. Like any of the underlying assets, all of it has been leveraged and bet on by Wall Street in the form of massive derivatives. This cannot bode well at all, under any scenario I have imagined.

I do absolutely believe that the Ferguson, MO circus was programming. The message is loud and clear: even if the rabble PLANS AND PREPARES FOR UPRISING, THE STATE AND ITS MACHINERY CAN STILL CRUSH THE REBELLION!!

This was a demonstration for the world, by the elite, that shows when the currency starts to be rejected in a more noticeable, meaningful way, either in a collapse, or devaluation, then the response by the masses will NOT be to riot as any such uprising will be crushed. Period.

Jim Willie's scenario of a USA-only paper currency is looking more and more likely.

I'm stacking ammo supplies, and reloading ammo. In a time of collapse, especially here in Kalifornia, I am certain that ammo will retain its value at a minimum. Who knows if it doubles or triples?

Thanks again my friend.

Nov 29, 2014 - 12:46pm
Nov 29, 2014 - 12:42pm


To say that the results of the SGI will we available at 1530 GMT tomorrow

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Key Economic Events Week of 10/19

10/19 11:45 ET Goon Chlamydia
10/20 8:30 ET Housing Starts
10/20 1:00 pm ET Goon Evans
10/21 10:00 ET Goon Mester
10/21 2:00 pm ET Fed Beige Book
10/22 8:30 ET Initial Jobless Claims
10/23 9:45 ET Markit Oct flash PMIs

Key Economic Events Week of 10/12

10/13 8:30 ET CPI and Core CPI
10/14 8:30 ET PPI
10/14 9:00 ET Goon Chlamydia
10/15 8:30 ET Philly Fed
10/15 8:30 ET Empire State Idx
10/15 8:30 ET Import Price Idx
10/16 8:30 ET Retail Sales
10/16 9:15 ET Cap Ute & Ind Prod
10/16 10:00 ET Business Inv

Key Economic Events Week of 10/5

10/5 9:45 ET Markit Svc PMI
10/5 10:00 ET ISM Svc PMI
10/5 10:45 ET Goon Evans
10/6 8:30 ET Trade Deficit
10/6 10:00 ET JOLTS job openings
10/6 10:45 ET Chief Goon Powell
10/7 2:00 ET Sept FOMC minutes
10/7 3:00 ET Goon Williams
10/8 8:30 ET Initial jobless claims
10/9 10:00 ET Wholesale Inventories
10/9 12:10 ET Goon Rosengren

Key Economic Events Week of 9/28

9/29 8:30 ET Advance trade in goods
9/29 9:00 ET Case-Shiller home prices
9/29 10:00 ET Consumer Confidence
9/30 8:15 ET ADP employment report
9/30 9:45 ET Chicago PMI
10/1 8:30 ET Personal Income and Spending
10/1 8:30 ET Core Inflation
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/2 8:30 ET BLSBS
10/2 10:00 ET Factory Orders

Key Economic Events Week of 9/21

9/21 8:00 ET Goon Kaplan
9/21 10:00 ET Goon Evans
9/21 Noon ET Goon Brainard
9/21 6:00 pm ET Goon Williams & Goon Bostic
9/22 10:30 ET Chief Goon Powell on Capitol Hill
9/22 Noon ET Goon Barkin
9/22 3:00 pm ET Goon Bostic again
9/23 9:00 ET Goon Mester
9/23 9:45 ET Markit flash PMIs for September
9/23 10:00 ET Chief Goon Powell on Capitol Hill
9/23 11:00 ET Goon Evans again
9/23 Noon ET Goon Rosengren
9/24 1:00 pm ET Goon Bostic #3
9/24 2:00 pm ET Goon Quarles
9/24 10:00 ET Chief Goon Powell on Capitol Hill
9/24 Noon ET Goon Bullard
9/24 1:00 pm ET Goon Barkin again & Goon Evans #3
9/24 2:00 pm ET Goon Bostic #4
9/25 8:30 ET Durable Goods
9/25 11:00 ET Goon Evans #4
9/25 3:00 pm ET Goon Williams again

Key Economic Events Week of 9/14

9/15 8:30 ET Empire State and Import Price Idx
9/15 9:15 ET Cap Ute and Ind Prod
9/16 8:30 ET Retail Sales
9/16 10:00 ET Business Inventories
9/16 2:00 ET FOMC Fedlines
9/16 2:30 ET Powell Presser
9/17 8:30 ET Philly Fed
9/18 8:30 ET Current Acct Deficit

Key Economic Events Week of 9/7

9/9 10:00 ET JOLTS job openings
9/10 8:30 ET Initial jobless claims
9/10 8:30 ET PPI
9/10 10:00 ET Wholesale Inventories
9/11 8:30 ET CPI
9/11 9:45 ET Core CPI

Key Economic Events Week of 8/31

9/1 9:45 ET Markit Manu Index
9/1 10:00 ET ISM Manu Index
9/1 10:00 ET Construction Spending
9/2 8:15 ET ADP employment
9/2 10:00 ET Goon Williams
9/2 10:00 ET Factory Orders
9/3 8:30 ET Initial jobless claims
9/3 8:30 ET Trade Deficit
9/3 12:30 ET Goon Evans
9/4 8:30 ET BLSBS

Key Economic Events Week of 8/24

8/24 8:30 ET Chicago Fed Idx
8/25 10:00 ET Consumer Confidence
8/26 8:30 ET Durable Goods
8/27 8:30 ET Q2 GDP 2nd guess
8/27 9:10 ET Chief Goon Powell Jackson Hole
8/28 8:30 ET Pers Inc and Consumer Spend
8/28 8:30 ET Core Inflation
8/28 9:45 ET Chicago PMI

Key Economic Events Week of 8/17

8/17 8:30 ET Empire State Manu Idx
8/17 Noon ET Goon Bostic
8/18 8:30 ET Housing Starts
8/19 2:00 pm ET July FOMC minutes
8/20 8:30 ET Jobless claims
8/20 8:30 ET Philly Fed
8/20 10:00 ET LEIII
8/21 9:45 ET Markit flash PMIs July

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