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 3, 2017 - 10:02pm

The next piece of economic data

is always the most important data in the world. No matter if it's a Fed meeting, Fed minutes, BLBS, CPI, GDP, new home sales, blah blah blah. The next one is always the most important one and the next reason to cap PMs. Doesn't matter good or bad, they is gonna cap PMs no matter what. The game goes on until it doesn't and so far the end ain't in sight. 5 years of this BS is starting to wear on me and I'm sure I'm not alone. Starting to think I may not out live this BS.

Aug 3, 2017 - 10:00pm


It all seems foolish. The dollar is/has been tanking. Gold should already be way up and who cares about the BLBS as its a fraud as well as the employment #s. The whole game is fake.

Aug 3, 2017 - 9:29pm

Watch as dollar/yen magically rises

To 110.50 or higher overnight so that bad labor numbers will only drop it to 109.85 and gold wil rise only to 1271. Groundhog Day again.

Aug 3, 2017 - 9:09pm




>Forecast: 183k

US Unemployment Rate


>Forecast 4.3%

Anyone have any good analysis on these two where they SHOULD come in?

We all know they will be gamed.

I have a sick feeling they are going to "save the world" tomorrow. King Dollar is back. All that garbage.

Au and Ag should be breaking away right now but appear dull and held back. So freaking upsetting!

Hopefully I am surprised and rejoicing in here tomorrow evening.

Aug 3, 2017 - 8:26pm

Hi AlienEyes...

I thought that the aliens relocated you to Washington D.C, where you became silent.....Good to hear from you.

Aug 3, 2017 - 8:24pm
Aug 3, 2017 - 8:08pm


They now appear to be directly manipulating the PMs without regard to fundamentals which, in essence, is a direct theft of our personal property which violates criminal statutes and the Constitution...and they do so with the permission and oversight of our elected representatives.

Aug 3, 2017 - 7:55pm

Dollar Yen Shenanigans

Went to bed last night (Aussie time) and woke up finding the yen had dropped three quarters of a point and gold has barely moved. Just like Turdites above, I'd like to know what the heck going on. Is $1270 that important to cap? Painting the chart for the BLSBS? Who knows!?

Aug 3, 2017 - 7:44pm

Ditto Above

@turd Can you post an updated JPY/ Gold chart? The algo must be on vacation

Aug 3, 2017 - 7:42pm


When the D/Y was under 110 just the other day POG was $10 higher and POS was 15 cents higher. The game is working against us now as we don't maintain the price relationships. At some point we need to see the POG and POS move up more relative to the decline in the D/Y.

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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

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

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