A2A with Andy Hoffman of Miles Franklin

126

Due to the timely nature of this discussion, we thought we'd take the unusual step of making this audio immediately and publicly available. Please be sure to carve out some time to give it a thorough listen.

Andy was very generous with his time today and our conversation ranged from politics to the stock market to gold. With all of the changes and dramatic market moves that have occurred over the past 48 hours, the timing of this A2A webinar could not have been better.

Thanks for listening,

TF

  126 Comments

tyberious
Nov 10, 2016 - 3:00pm

1st

1st

Island Teal
Nov 10, 2016 - 3:01pm

2nd or 3rd

good A2A !!!

Marcrward
Nov 10, 2016 - 3:17pm

Third

Day off.

Marchas45
Nov 10, 2016 - 3:18pm

4th?

In the dr's office. Keep Stacking4th?

kingboo
Nov 10, 2016 - 3:31pm
Nov 10, 2016 - 3:41pm

Yikes

Over the past two hours, the Long Bond rate has surged from 2.90% to 2.95%. With the Comex now closed, this has forced gold to fall nearly 1% over the same time period.

NUGTCALL
Nov 10, 2016 - 3:43pm

Dimon and Treasury secretary

Fox business said bull bullshit.

Nov 10, 2016 - 3:58pm

Was reminded of this today

With bonds in free fall at long rates up from 2.1% to 2.95% in four months, it made me think of Santa's Pillars. Many oldtimers will recall this from about 10 years ago. It was always Pillar #5 that we hadn't crossed yet.

LostMind
Nov 10, 2016 - 4:22pm

Christmas got cancelled today...

Well, this was a rather harsh day... Shoulda woulda coulda gotten out a couple of weeks ago!

Eating way to many lotus flowers and couldn't leave the casino when every one else was headed for the doors...

Love you Turd, you really do have the best site on the Wild Wild Web.

Dr. P. Metals
Nov 10, 2016 - 4:29pm

JNUG $0.91 cents

split adjusted.

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

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Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts & Bldg Perms
11/20 2:00 ET October FOMC minutes
11/21 8:30 ET Philly Fed
11/21 10:00 ET Existing Home Sales
11/22 9:45 ET Markit November Flash PMIs

Key Economic Events Week of 11/11

11/12 Three Fed Goon speeches
11/13 8:30 ET CPI
11/13 11:00 ET CGP on Capitol Hill
11/14 8:30 ET PPI
11/14 Four Fed Goon speeches
11/14 10:00 ET CGP on Capitol Hill
11/15 8:30 ET Retail Sales
11/15 8:30 ET Empire State Manu Index
11/15 9:15 ET Cap Ute and Ind Prod
11/15 10:00 ET Business Inventories

Key Economic Events Week of 11/4

11/4 10:00 ET Factory Orders
11/5 9:45 ET Markit Services PMI
11/5 10:00 ET ISM Services PMI
11/6 8:30 ET Productivity & Labor Costs
11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

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