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

Subscribe or login to read all comments.


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 8/3

8/3 9:45 ET Markit Manu PMI July
8/3 10:00 ET ISM Manu PMI July
8/3 10:00 ET Construction Spending
8/4 10:00 ET Factory Orders
8/5 8:15 ET ADP employment July
8/5 9:45 ET Markit Service PMI
8/5 10:00 ET ISM Service PMI
8/6 8:30 ET Initial jobless claims
8/7 8:30 ET BLSBS for July
8/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 7/27

7/27 8:30 ET Durable Goods
7/28 9:00 ET Case-Shiller home prices
7/29 8:30 ET Advance trade in goods
7/29 2:00 ET FOMC Fedlines
7/29 2:30 ET CGP presser
7/30 8:30 ET Q2 GDP first guess
7/31 8:30 ET Personal Income and Spending
7/31 8:30 ET Core inflation
7/31 9:45 ET Chicago PMI

Key Economic Events Week of 7/20

7/21 8:30 ET Chicago Fed
7/21 2:00 ET Senate vote on Judy Shelton
7/22 10:00 ET Existing home sales
7/23 8:30 ET Jobless claims
7/23 10:00 ET Leading Economic Indicators
7/24 9:45 ET Markit flash PMIs for July

Key Economic Events Week of 7/13

7/13 11:30 ET Goon Williams speech
7/13 1:00 ET Goon Kaplan speech
7/14 8:30 ET CPI for June
7/14 2:30 ET Goon Bullard speech
7/15 8:30 ET Empire State and Import Price Idx
7/15 9:15 ET Cap Ute and Ind Prod
7/16 8:30 ET Retail Sales and Philly Fed
7/16 11:00 ET Goon Williams again
7/17 8:30 ET Housing Starts and Permits

Key Economic Events Week of 7/6

7/6 9:45 ET Markit Service PMI
7/6 10:00 ET ISM Service PMI
7/7 10:00 ET Job openings
7/9 8:30 ET Initial jobless claims
7/9 10:00 ET Wholesale inventories
7/10 8:30 ET PPI for June

Key Economic Events Week of 6/29

6/30 9:00 ET Case-Shiller home prices
6/30 9:45 ET Chicago PMI
6/30 10:00 ET Consumer Confidence
6/30 12:30 ET CGP and SSHW to Capitol Hill
7/1 8:15 ET ADP Employment
7/1 9:45 ET Markit Manu PMI
7/1 10:00 ET ISM Manu PMI
7/1 2:00 ET June FOMC minutes
7/2 8:30 ET BLSBS
7/2 10:00 ET Factory Orders

Key Economic Events Week of 6/22

6/22 8:30 ET Chicago Fed
6/22 10:00 ET Existing home sales
6/23 9:45 ET Markit flash PMIs for June
6/23 10:00 ET New home sales
6/25 8:30 ET Q1 GDP final guess
6/25 8:30 ET Durable Goods
6/26 8:30 ET Pers Inc and Spending
6/26 8:30 ET Core inflation

Key Economic Events Week of 6/15

6/16 8:30 ET Retail Sales
6/16 8:30 ET Cap Ute and Ind Prod
6/16 10:00 ET Chief Goon Powell US Senate
6/16 4:00 pm ET Goon Chlamydia speech
6/17 8:30 ET Housing Starts
6/17 12:00 ET Chief Goon Powell US House
6/18 8:30 ET Initial Jobless Claims
6/18 8:30 ET Philly Fed
6/19 8:30 ET Current Account Deficit
6/19 1:00 pm ET CGP and Mester conference

Key Economic Events Week of 6/8

6/9 10:00 ET Job openings
6/9 10:00 ET Wholesale inventories
6/10 8:30 ET CPI for May
6/10 2:00 ET FOMC Fedlines
6/10 2:30 ET CGP presser
6/11 8:30 ET Initial jobless claims
6/11 8:30 ET PPI for May
6/12 8:30 ET Import price index
6/12 10:00 ET Consumer sentiment

Key Economic Events Week of 5/25

5/26 8:30 ET Chicago Fed
5/26 10:00 ET Consumer Confidence
5/27 2:00 ET Fed Beige Book
5/28 8:30 ET Q2 GDP 2nd guess
5/28 8:30 ET Durable Goods
5/29 8:30 ET Pers Inc and Cons Spend
5/29 8:30 ET Core Inflation
5/29 9:45 ET Chicago PMI

Forum Discussion

by argentus maximus, 44 min 9 sec ago
by jack3617, Aug 7, 2020 - 5:51pm
by Titus Andronicus, Aug 7, 2020 - 5:13pm
by jack3617, Aug 7, 2020 - 5:06pm
by Steve S, Aug 7, 2020 - 1:59pm