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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

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  20 Comments

Alex777 TF
Jul 10, 2019 - 10:28pm

Great to see!

Now lets see this repeated with Silver! The mining shares seem to be indicating that this should happen?

After 6 frustrating years of holding Silver Bullion I have finally acknowledged my mistake and have been steadily converting my Physical into Silver mining stocks.

If Silver finally starts to move up as it should I am looking forward to some outsized gain similar to the first of 2016. Who knows it could even surpass that?

scoremore
Jul 10, 2019 - 11:02pm

What did I say? Let's dance!

David Bowie - Let's Dance (Official Video)

"Hump-Hawk testimony?

That will be some dance to try to hit the metals and keep "stawks" up! Not to mention the comments affect on the Bond Market."

Maestro
Jul 10, 2019 - 11:14pm

$1426.05

Mr Powell?.....

NW VIEW
Jul 11, 2019 - 12:25am

If you want to sleep tonight, do not watch Greg:

Bill Holter & Jim Sinclair – Gold $87,000 per ounce at Least

(Start at beginning)

Wizdum
Jul 11, 2019 - 12:48am

greg hunter...

enjoyable, mostly.. but sometimes he fixates on the gold price too much.

Jul 11, 2019 - 8:31am

CPI

CPI 1.6% Y/Y, Exp. 1.6%

CPI Core 2.1% Y/Y, Exp. 2.0%

Mickey
Jul 11, 2019 - 8:50am

This mornings dip

Dunno if its over or not.

we keep on having these one day dips. And the one day charts actually look good.

this might be a day to not watch it much at all.

indiana rod
Jul 11, 2019 - 9:38am

Morning Dip

i don't mind the morning dip. I like the way it always comes back.

A G was up 23 cents yesterday, CDE up 33 cents. This morning AG gave back a nickel, CDE 8 cents. I'll take that every day.

Alex777: I think you're right. I believe we will beat 2016 this time.

Marcus
Jul 11, 2019 - 10:17am
MRob NW VIEW
Jul 11, 2019 - 5:46pm

Holter / Sinclair have been

Holter / Sinclair have been saying this for years..... still waiting :).

Anyway this might be of interest to people, from ZH - looks like there is a huge whale in the silver market, speculation it is China hedging:

https://www.zerohedge.com/news/2019-07-11/whale-accumulating-silver-futures

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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

Key Economic Events Week of 7/8

7/9 8:45 ET Fed Stress Conference, three Goon speeches
7/10 8:30 ET CGP Hump-Hawk prepared remarks
7/10 10:00 ET CGP Hump-Hawk House
7/10 10:00 ET Wholesale Inventories
7/10 2:00 ET June FOMC minutes
7/11 8:30 ET CPI
7/11 10:00 ET CGP Hump-Hawk Senate
7/11 12:30 ET Goon Williams
7/12 8:30 ET PPI

Key Economic Events Week of 7/1

7/1 9:45 ET Markit Manu PMI
7/1 10:00 ET ISM Manu PMI
7/1 10:00 ET Construction Spending
7/2 6:35 ET Goon Williams
7/3 8:15 ET ADP June employment
7/3 8:30 ET Trade Deficit
7/3 9:45 ET Markit Services PMI
7/3 10:00 ET ISM Services PMI
7/3 10:00 ET Factory Orders
7/4 US Market Holiday
7/5 8:30 ET BLSBS

Key Economic Events Week of 6/24

6/25 10:00 ET New Home Sales
6/25 1:00 pm ET Chief Goon Powell
6/25 5:30 pm ET Goon Bullard
6/26 8:30 ET Durable Goods
6/27 8:30 ET Q1 GDP final guess
6/28 8:30 ET Personal Income and Consumer Spending
6/28 8:30 ET Core Inflation
6/28 9:45 ET Chicago PMI

Key Economic Events Week of 6/17

6/18 8:30 ET Housing Starts and Building Permits
6/19 2:00 ET FOMC Fedlines
6/19 2:30 ET CGP presser
6/20 8:30 ET Philly Fed
6/21 9:45 ET Markit flash June PMIs

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