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TFMR Podcast - Friday, December 13


I'm not sure why but I've decided to make this Friday wrap-up podcast publicly available for all. Please feel free to have a listen and then pass along the link to anyone who benefit from listening.

And by the way, there's really nothing special or significant in this podcast. It may be a little more upbeat than usual, given that we actually finished the week with green candles for the weekly charts. Other than that, I guess it just represents what we do here, day after day and week after week. A written post in the morning and a summary podcast in the afternoon. Friday's come with an added look at the Commitment of Traders report.

So, please sit back and have a listen. After a general discussion of the day's events, we review these charts in order. Follow along, if you can.

And we close the week with a look at those CoTs...which came in almost precisely as expected.

Thanks for listening. Have a great weekend.


p.s. If you'd like to learn more about a subscription to TFMR, please click here: www.tfmetalsreport.com/subscribe


Dec 13, 2019 - 5:39pm



TF Metals fan
Dec 13, 2019 - 5:47pm


Silver it is! Not bad for a stressy week!

Dec 13, 2019 - 5:54pm


.. to HatTip!! Thanks Turd!!!

Happy Friday the 13th!


Dec 13, 2019 - 5:59pm

one last thing

This always cracks me up. Somehow, JPM got shafted for 1.21 ounces...must have simply evaporated in the ether through the keystrokes.

Dec 13, 2019 - 6:14pm

Another Week Without Collapse

Of our country's financial system. Whew! Thank God!!

We need to remind ourselves how a collapse will affect our friends and family, and be very careful what we pray for, eh?

Turd, do you think an employee somewhere pocketed that ounce?

Dec 13, 2019 - 6:55pm

Keeping score

on my pontifications and expectations detailed during the repo crisis discussions:

a) The Banks will force the Fed to step in, and further enrich themselves with off side bets made to bring the issue to a head. This is nothing more than theater. Check! 👍

b) The Fed will always do what is necessary to protect its member banks - (to the tune of 500 Billion this time!). Check! 👍

c) The U.S. dollar will continue to drop, not rise as expected. Check! 👍

D) Yields will drop along with confidence. Check!👍

“Zoltan?.....paging Zoltan....the sky is falling”. When you can print $500 billion with a single key stroke, and run the Feds balance sheet higher than before they even began cutting, what problems can there possibly be?.....oh, wait a minute.

Its becoming as predictable as “Trade deal signed!....Trade deal off!”

Got Gold?

Dec 13, 2019 - 7:01pm

And another thing....

I believe the power of the Fed is being undermined by Jamie Dimon. There is no Powell...there is no Fed......only Jamie. He forcibly pressed the repo problem. Powell is his bitch now

Coup d’etat?

Dec 13, 2019 - 7:04pm

metals "looking good"

Here's a blast from the past.

Looking Good, Chico and the Man, Freddy Prinze

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Dec 13, 2019 - 8:03pm

Rickshaw - The Mandibles

I have read that book. Fantastic! You are correct, should be required reading for all of Turdville.

I am in the middle of The Fruits of Graft. someone here recommended it to me a few weeks back. Also should be required reading. But this book will piss you the F off.... it details the Great Depression and how FDR perpetuated the whole cluster-F when he could have easily lowered taxes and tarriffs and turned everything around in a matter of weeks.

Dec 13, 2019 - 9:10pm

Hmm no one posted it so I will

Wallbridge has made a cup formation on the 5 day. Just needs to complete the handle and it's a hand rubbing climb. Here's for a early Christmas for all involved.


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Key Economic Events Week of 4/6

4/8 2:00 ET March FOMC minutes
4/9 8:30 ET Producer Price Index
4/10 8:30 ET Consumer Price Index

Key Economic Events Week of 3/30

3/31 9:45 ET Chicago PMI
4/1 8:15 ET ADP Employment
4/1 9:45 ET Markit manu PMI
4/1 10:00 ET ISM manu PMI
4/2 10:00 ET Factory Orders
4/3 8:30 ET BLSBS
4/3 9:45 ET Market service PMI
4/3 10:00 ET ISM service PMI

Key Economic Events Week of 3/23

3/24 9:45 ET Markit flash PMIs
3/25 8:30 ET Durable Goods
3/26 8:30 ET Weekly jobless claims
3/27 8:30 ET Personal Inc and Spending

Key Economic Events Week of 3/9

(as if these actually matter)
3/11 8:30 ET CPI
3/12 8:30 ET weekly jobless claims
3/12 8:30 ET PPI
3/13 8:30 ET Import Price Index

Key Economic Events Week of 3/2

3/2 9:45 ET Markit Manu PMI
3/2 10:00 ET ISM Manu PMI
3/2 10:00 ET Construction Spending
3/4 8:15 ET ADP employment
3/4 9:45 ET Markit Service PMI
3/4 10:00 ET ISM Services PMI
3/5 8:30 ET Productivity & Unit Labor Costs
3/5 10:00 ET Factory Orders
3/6 8:30 ET BLSBS
3/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 2/24

2/25 9:00 ET Case-Shiller home prices
2/26 10:00 ET New home sales
2/27 8:30 ET Q4 GDP second guess
2/27 8:30 ET Durable Goods
2/27 11:30 ET Goon Evans speech
2/28 8:30 ET Pers Income and Spending
2/28 8:30 ET Core Inflation
2/28 9:45 ET Chicago PMI

Key Economic Events Week of 2/17

2/18 8:30 ET Empire St Manu Idx
2/19 8:30 ET Producer Price Idx
2/19 8:30 ET Housing Starts & Bldg Perms
2/19 2:00 ET January FOMC minutes
2/20 8:30 ET Philly Fed
2/21 Fed Goons all day at Chicago Conf.
2/21 9:45 ET Markit flash Feb PMIs

Key Economic Events Week of 2/10

2/11 10:00 ET Job Openings
2/11 10:00 ET CGP Hump-Hawk House
2/12 10:00 ET CGP Hump-Hawk Senate
2/13 8:30 ET CPI
2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
2/14 10:00 ET Business Inventories

Key Economic Events Week of 2/3

2/4 10:00 ET Factory Orders
2/5 8:15 ET ADP Employment
2/5 9:45 ET Markit Service PMI
2/5 10:00 ET ISM Service PMI
2/6 8:30 ET Productivity & Unit Labor Costs
2/7 8:30 ET BLSBS
2/7 10:00 ET Wholesale Inventories

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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