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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

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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.

canary
Apr 19, 2019 - 4:14pm

cot

Gold cot 2-year term

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

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.

AgAuMan
Apr 19, 2019 - 1:42pm

Silver

Silver

Thor
Apr 19, 2019 - 12:03pm

Fust

Yea Jackass!

Will help forget the horrors of Notre Dame.

Happy Easter everyone!

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