A2A with Rob Kirby


What great timing to have Rob Kirby back for an A2A webinar. Rob's vast experience provides a unique perspective on the failure of The Generally Accepted Narrative for 2017 as well as some wisdom on where we are headed from here.

Among the topics discussed today:

  • Rob's thoughts on how The Fed was able to institute ZIRP and why rates remain historically low.
  • Why the POSX is falling so rapidly in 2017.
  • What message could be gleaned from Terry Duffy's appearance on FBN two weeks ago.
  • Why Rob prefers physical gold and silver to owning the mining shares.
  • And much, much more!

This was an incredibly informative presentation and we should all be grateful that Rob so generously shared his time today. Please try to carve out some time to give this podcast a thorough listen.



Aug 4, 2017 - 10:26am


Frustrated like everyone else today. Stuck in the muck.

Dr. P. Metals
Aug 4, 2017 - 10:25am

The Fraud will Continue

until 1) it can't any longer, or 2) you're flat broke.

I think by now we have a small clue as to which one will come first.

I'm sure glad that I got a seat on the lifeboat called "crypto", which has sailed away from the Titanic, giving me at least a CHANCE of surviving (for a little while)...or getting as far away from the ship as I can before it goes down so it doesn't drag me down with it, or getting to shore before they destroy that lifeboat also.

Aug 4, 2017 - 10:21am

Docdhj What it takes in the Birth Death model

From what I gather in the birth death model a person has to die in order to be reborn as a fully employed person of the Revenue Revenant, worthy of being counted amongst the living, as opposed to the employment statistical equivalent of Soylent Green.

Or did I miss the memo

Aug 4, 2017 - 10:19am

GDX and the miners

I got stopped out of my NUGT position at 9:30:00. That hurt.

I bought DUST right after the open and hit my limit to recoup some of my losses. I'm done for now.

It looks like the GDX is now oversold. It seems to be riding the 20 day and is smack in the middle of the standard Bollinger bands. It may bounce off the 20 day. However the trend is now clearly down. There is some resistance near $22. If $21 fails, I think there will be a huge short selling bonanza to follow.

Good luck to the gamblers. I'm walking out for now. I've got to re-examine my plan and do more careful back testing.

Aug 4, 2017 - 10:01am

Washington Generals

They lose often enough to probably bet on their up coming losses. However, they play in a 2 team league. At what point does their 2 team league become irrelevant and outside teams become more influential in the basketball sector.

When the outcome is predictable, the goal posts are moved to a new stadium with better players, better teams and new management.

Aug 4, 2017 - 10:00am

It's NOT meaningless

How many times have I mentioned that the CoT is NOT a trading tool? Also, how many times have we pointed out that the CoT hit bullish extremes in July/August of 2015 but mostly stayed that way until a screaming rally finally began in January of 2016?

I even wrote up these charts as a reminder for everyone so I'm posting them again now.

Aug 4, 2017 - 9:53am
Angry Chef
Aug 4, 2017 - 9:53am

Spineless Trump Signs, then Complains about Congressional...

...Sanctions vs. Russia, et al

" Changing America requires real hard work, and taking risks, which seems nobody is willing and able to do it. At most, all they can do is identify the culprit, but are not willing to put themselves on the front lines. While the rest are just high in fluoride, and aluminum, they think everything is alright and perfect in America ".


By signing this bill. Trump has essentially signed over America to Congress. And since we all know Congress is corrupt and bought and paid for. The results are going to be beyond painful. Ask yourself. What would you do if you were threatened with War by the likes of McCain, McConnell, Pelosi, Waters, Graham and others ? You better prepare for some serious blow back.

On the other hand it should be good for the metals long term. Not for America but for the metals.

Aug 4, 2017 - 9:52am

First Majestic

Quite the elevator ride. As much as I like Keith, because of increasing costs and decreasing production guidance, I've swapped my long-time held First Majestic shares for MAG Silver, the latter of which seems to me to have a healthier balance sheet and better growth projection.

Aug 4, 2017 - 9:51am

My short career as a trader may be ending

Washington Generals lose again.

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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

Key Economic Events Week of 8/10

8/10 10:00 ET Job openings
8/11 8:30 ET Producer Price Idx
8/12 8:30 ET Consumer Price Idx
8/13 8:30 ET Initial jobless claims
8/13 8:30 ET Import Price Idx
8/14 8:30 ET Retail Sales
8/14 8:30 ET Productivity & Unit Labor Costs
8/14 8:30 ET Cap Ute and Ind Prod
8/14 10:00 ET Business Inventories

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

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