Sponsored by

Here Comes Jackass Cottontail

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

36

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

  36 Comments

Thor
Apr 19, 2019 - 12:03pm

Fust

Yea Jackass!

Will help forget the horrors of Notre Dame.

Happy Easter everyone!

AgAuMan
Apr 19, 2019 - 1:42pm

Silver

Silver

Blythesshrink
Apr 19, 2019 - 3:47pm

Fantastic - will listen

Fantastic - will listen tomorrow when I go for a run.

COT looks very decent, swap dealers going long and hedge funds net short >50k. Whether we'll be allowed to properly rally before the fed meeting is out of the way, not sure, but we're unlikely to break the 200 DMA to the downside which is a good thing.

Ronnie 666
Apr 19, 2019 - 4:13pm

Look forward to listening to Jim

Thank you we all need a bit of the Jackass this week

canary
Apr 19, 2019 - 4:14pm
cashonly
Apr 19, 2019 - 4:15pm

Tradition

Couldn't miss this podcast!

Jim seemed very relaxed and jovial. Didn't really rant on about any subject too long. Great listen.

Angry Chef
Apr 19, 2019 - 4:40pm
Joseph Warren
Apr 19, 2019 - 7:54pm

Steve Pieczenik on Notre Dame

Interesting take on ND -

OPUS 141 Frenchie False Flag Notre Dame
scoremore
Apr 19, 2019 - 11:39pm

Hans, Gold Krugs and an intollerable situation

Lethal Weapon 2 - South Africans

Word to the wise...

Don't lose over $100 million in Krugerrands!

Wizdum
Apr 19, 2019 - 11:44pm

GE

What other companies thought becoming a Finacial company was a good idea?
Sears was another I think...

Subscribe or login to read all comments.

Contribute

Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

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

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
9/11 8:30 ET PPI
9/11 10:00 ET Wholesale Inv.
9/12 8:30 ET CPI
9/13 8:30 ET Retail Sales
9/13 10:00 ET Consumer Sentiment
9/13 10:00 ET Business Inv.

Key Economic Events Week of 9/3

9/3 9:45 ET Markit Manu PMI
9/3 10:00 ET ISM Manu PMI
9/3 10:00 ET Construction Spending
9/4 8:30 ET Foreign Trade Deficit
9/5 9:45 ET Markit Svc PMI
9/5 10:00 ET ISM Svc PMI
9/5 10:00 ET Factory Orders
9/6 8:30 ET BLSBS

Key Economic Events Week of 8/26

8/26 8:30 ET Durable Goods
8/27 9:00 ET Case-Shiller Home Price Idx
8/27 10:00 ET Consumer Confidence
8/29 8:30 ET Q2 GDP 2nd guess
8/29 8:30 ET Advance Trade in Goods
8/30 8:30 ET Pers. Inc. and Cons. Spend.
8/30 8:30 ET Core Inflation
8/30 9:45 ET Chicago PMI

Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
8/21 2:00 ET July FOMC minutes
8/22 9:45 ET Markit Manu and Svc PMIs
8/22 Jackson Holedown begins
8/23 10:00 ET Chief Goon Powell speaks

Key Economic Events Week of 8/12

8/13 8:30 ET Consumer Price Index
8/14 8:30 ET Retail Sales
8/14 8:30 ET Productivity & Labor Costs
8/14 8:30 ET Philly Fed
8/14 9:15 ET Ind Prod and Cap Ute
8/14 10:00 ET Business Inventories
8/15 8:30 ET Housing Starts & Bldg Permits

Key Economic Events Week of 8/5

8/5 9:45 ET Markit services PMI
8/5 10:00 ET ISM services PMI
8/6 10:00 ET Job Openings
8/8 10:00 ET Wholesale Inventories
8/9 8:30 ET Producer Price Index

Key Economic Events Week of 7/29

7/30 8:30 ET Personal Inc/Spending & Core Inflation
7/30 10:00 ET Consumer Confidence
7/31 8:15 ET ADP employment
7/31 2:00 pm ET FOMC Fedlines
7/31 2:30 pm ET CGP presser
8/1 9:45 ET Markit Manu PMI
8/1 10:00 ET ISM Manu PMI
8/2 8:30 ET BLSBS
8/2 10:00 ET Factory Orders

Key Economic Events Week of 7/22

7/23 10:00 ET Existing home sales
7/23 10:00 ET Richmond Fed Manu Idx
7/24 9:45 ET flash Markit PMIs
7/25 8:00 ET Count Draghi/ECB policy meeting
7/25 8:30 ET Durable Goods
7/25 8:30 ET Wholesale Inventories
7/26 8:30 ET Q2 GDP first guess

Key Economic Events Week of 7/15

7/15 8:30 ET Empire State Fed Index
7/16 8:30 ET Retail Sales and Import Price Index
7/16 9:15 ET Cap Ute and Ind Prod
7/16 10:00 ET Business Inventories
7/17 8:30 ET Housing Starts and Building Permits
7/18 8:30 ET Philly Fed
7/19 10:00 ET Consumer Sentiment

Recent Comments

by boomer sooner, 42 min 30 sec ago
by NW VIEW, 1 hour 48 min ago
by Blythesshrink, 2 hours 17 min ago
by Blackwatersailor, 2 hours 49 min ago

Forum Discussion

randomness