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TFMR Podcast - Wednesday, July 10

As a public service, this podcast is freely available to all.

20

Given the current circumstances and, frankly, just for fun, I thought I'd make today's podcast a free, public thread for all to enjoy.

However, it's late so I need to get this posted. No additional links today. Instead, just a lengthy general discussion of the day's events and a warning to watch out for the CPI tomorrow.

From there, we discuss these charts in order:

Thanks for listening. More tomorrow.

TF

Information on a TFMR Vault subscription here

  20 Comments

bravenewworldnyc
Jul 10, 2019 - 5:58pm

yo

first ?

chudson
Jul 10, 2019 - 6:11pm
jturmel
Jul 10, 2019 - 6:32pm

hard to believe Bronze still available.

Thanks as always for the excellent analysis. I'm sure you're correct.. or is it because I sold some shares yesterday?

willsilvaa
Jul 10, 2019 - 6:35pm
jturmel
Jul 10, 2019 - 6:38pm

Thanks again

Either way you more than earned another months $12.

Not to cut my own throat, but have you considered $15 or..., I doubt you would suffer much subscription loss. Just sayin'.

Let the stoning commence.

Ozymandiasjturmel
Jul 10, 2019 - 7:35pm

Do you remember what caused the explosion

in VHS tape sales? It was when the price went from the $70 range to the $12 range. We want as many people as possible following what is going on here at TFMR.

Just my 7.425 grains worth.

Jul 10, 2019 - 8:27pm

at least nine times out of ten

How rare is it to see relentless strength on the bid? A pattern like this is almost always the other way around...with the relentless offers of a Bank algo.

eastofwest
Jul 10, 2019 - 8:44pm

Oh for crying out loud ...

It's a Bull Market ...

canary
Jul 10, 2019 - 9:34pm

Reaction to Powell's testimony...

"We won't hear about rate hikes for a long time".

Danielle DiMartino Booth of Quill Intelligence
Alex777
Jul 10, 2019 - 10:17pm

Nice Suprise! Keep talking the same language Mr Powell.

I cut my out of the money options and replaced the positions with deeply in the money puts to be safe. Would have seen very nice gains had I left things alone, Still happy to see healthy Green numbers on my Brokerage account.

Better safe than sorry

Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

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Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

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

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