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Here Comes Jackass Cottontail

It's a holiday weekend. You know what that means...

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What's a holiday weekend at TFMR without a visit with our old friend, The Golden Jackass himself, Jim Willie.

Over the course of this call, we primarily update a few of the recurring themes we've been following for the past few years, namely...

  • Ongoing de-dollarization
  • The impact of the OBOR project
  • How the petrodollar and "trade-deficit dollar" support The Great Ponzi...
  • which all leads us to...
  • Why The Fed is permanently on a course of IQEF -- Infinite QE Forever

Please be sure to carve out some time for this audio over the weekend. It's only about 45 minutes so it's on point and focused. You'll be glad you gave it a listen.

TF

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Key Economic Events Week of 5/22

5/22 8:30 ET Goon Bullard
5/22 11:00 ET Goon Daly
5/22 11:00 ET Goons Bostic and Barkin
5/23 9:00 ET Goon Logan
5/23 9:45 ET S&P May Flash PMIs
5/23 10:00 ET New Home Sales
5/24 12:40 ET Goon Waller
5/24 2:00 ET May FOMC Minutes
5/25 8:30 ET Q1 GDP 2nd Guess
5/25 9:50 ET Goon Barkin
5/26 8:30 ET Durable Goods
5/26 8:30 ET PCE and Core PCE
5/26 8:30 ET Personal Inc and Spend
5/26 10:00 ET Consumer Sentiment

Forum Discussion

by argentus maximus, May 26, 2023 - 5:29am
by Mendelson, May 23, 2023 - 7:30pm
by Wade Case, May 21, 2023 - 8:44am
by argentus maximus, May 20, 2023 - 6:59am
by argentus maximus, May 17, 2023 - 11:09am