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TFMR Podcast - Thursday, January 31

This is a free public podcast. Given the circumstances, you should take time to listen.


It was a decent day as a follow-up to the fireworks of yesterday. And now we await the BLSBS tomorrow, aware of the fact that we've had a pretty nice 5-day run and we may be due for a brief pullback.

But for today, we simply assess where we've been, where we are and where we're heading. As to the latter, the biggest signal of future Fed policy is coming from the bond market, so that's where we begin the discussion today.

Though we don't want to overlook the importance of the POSX:

We check the updated charts of both CDG and CDS:

And we close with another check on the mining shares.

Thanks for listening and be ready for a very interesting end to the week tomorrow.


p.s. Due to the circumstances, I thought we'd make this a public podcast as an example of what we do here every day. Membership at TFMR is just $12/month or 40¢/day and a subscription in 2019 has never been more valuable. Therefore and for a limited time, all new subscribers have an opportunity to receive half off their first month subscription. Simply visit this page: www.tfmetalsreport.com/subscribe and then enter the coupon code MAXOUT2019 at checkout. Now's the time to join us at TFMR. 2019 and 2020 are going to be terrific years for precious metal investors. Don't miss out on the fun!


Jan 31, 2019 - 10:32pm
Jan 31, 2019 - 10:42pm

Google ads

I bought 2 suitcases online recently. Now I keep seeing ads for suitcases. When will the go$%^&ed AI realize I've already made the purchase?

Jan 31, 2019 - 10:46pm

TFMR admin

Just now I am seeing “find your ebony beauty here” I shit you not I am not into those kind of “girls “ nor have I ever searched for this. Really!! No biggy, except that I brought it up, partly in jest, now I am the villain!! Member since Day 1.

Grey Mare
Jan 31, 2019 - 10:54pm

polish and russian beauties

I simply must enter the fray to save Brolga's reputation - I agree with Scoremore that the choice of ads depicted on Turd's site is influenced by the ads on other sites you visit, not the sites themselves. Like Scoremore, I now use an adblocker but prior to that, ZeroHedge was always displaying ads for international beauties and, after visiting ZH, similar ads showed up on TMFR for me. I once teased Craig about it before I realized that the ads were following me around.


Jan 31, 2019 - 11:08pm

Gray mare

I’m not sure my reputation is worth saving, but thanks! I am still gonna say as far as google searches go, no way. Craig you have sold your soul!
Jan 31, 2019 - 11:29pm

All for a lousy couple hundred bucks a month

I guess my soul isn't worth much...

Jan 31, 2019 - 11:37pm

Oh for goodness sake Craig

Go to bed, it is late. I promise not to complain anymore. In return I will settle for a polish princesses. Please dm me for my address
Jan 31, 2019 - 11:48pm

Talking about pop up ads

Why do I keep getting these pics of Ocasio-Cortez, Erin Burnett, and Dana Perino popping up all the time?

Feb 1, 2019 - 12:27am

How to block the blocking of ad-blockers

I'm taking the ad war up to the next level with this:


It takes some tech savvy to set up, which is part of the reason it isn't (yet) being targeted by Google and others for blocking.

Google is evil and so are all of their "free" things like Chrome, Gmail, and Youtube. No offense to Turd, but I already paid for a subscription here, so I don't want to see ads. I also pay for my email service (fastmail.com). I pay for a server running owncloud to store and sync files instead of using Google drive or Dropbox. I also pay (through donations) to some podcasts and open source software that is otherwise free.

When you purchase a service, you are the customer. When you get a service for free, you are the product that is sold.

Feb 1, 2019 - 12:36am

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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

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

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