Thursday Conversation - Alasdair Macleod of GoldMoney

Please be sure to listen to this FREE, PUBLIC podcast.

71

Yes, I realize that it's Friday but this week's schedule is such that this podcast could not be posted on Thursday. Additionally, this discussion with Alasdair is so valuable that I wanted to post it at the top of the TFMR homepage and leave it there all weekend.

My purpose in reaching out to my old friend, Alasdair, was to discuss these two recent research pieces. As gold and silver are progressing higher in our 2010+9 scenario (https://www.tfmetalsreport.com/blog/9151/2010-9), it's important to consider the potential ramifications of both:

Many thanks to Alasdair for the generous donation of his time. Please be sure to listen and give this podcast your thorough consideration.

TF

  71 Comments

LP
Aug 16, 2019 - 2:31pm

First?

Have a great weekend, folks!

AgAuMan
Aug 16, 2019 - 4:24pm

silver

silver

allenb
Aug 16, 2019 - 4:49pm

another excellent interview

Another excellent interview with a very knowledgeable person.

You have a good network of friends and associates.

Thanks Craig

uni59
Aug 16, 2019 - 5:11pm

bank run

did Hong Kong make a run on the bank? also can we still get TF silver rounds at a reduced rate and if so how do i order some was it 20 a month?

Bard the Bowman
Aug 16, 2019 - 5:37pm
uni59
Aug 16, 2019 - 5:50pm

TFMR rounds

They're out of stock.

Maybe I can get Josh to make some more now that demand is picking up again.

Aug 16, 2019 - 6:04pm

CoT thoughts

Comex Digital Gold: Remember, CDG was up $30 on the CoT week while OI fell. You'd have thought there would be another significant deterioration...but there wasn't. In fact, the Large Spec NET long position actually FELL by about 2,500 contracts! The Large Specs are still NET long a massive 290,000 contracts but this is a very nice surprise, nonetheless.

Comex Digital Silver: Keep in mind that while CDG was up $30, CDS rose by 53¢. So you'd have expected a deterioration here, too, but you didn't get it. In fact, the Large Spec NET long position actually shrank by 10,500 contracts! This is a very pleasant development, too.

Because of the net selling be The Specs, the Commercials were able to reduce their net position. The curious part is that they did so by adding 7,903 new LONGS instead of massively covering old shorts. I'll better explain this in Monday's podcast. In this podcast, Alasdair may have provided an explanation, too...

Marcus
Aug 16, 2019 - 6:06pm

good interview

You certainly are hooking up with some fine guests these days, Craig (and Alasdair's command of the English language makes me feel oafish by comparison; what a great speaker). Can't wait for your "ask the expert" segment with David Rosenberg.

As a thought experiment, let's say gold makes a run to $1600 and the GSR narrows to 80 to 1 (sorry, I can't see 50 to 1 at this point in time). Ergo, $20 silver? Just fantasizing.

Aug 16, 2019 - 6:22pm

Chart update

A solid end to the week. Both digital metals with green weekly candles and both finishing above key resistance levels.

indiana rod
Aug 16, 2019 - 8:37pm

Epstein's Death

The verdict is in. The official autopsy report shows the Epstein died by hanging.......................................... with the Clintons.

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

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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
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11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

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.

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