TF's Contributions

Special Weekend Podcast: Ed Karr, CEO of U.S. Gold Corp.

Saturday, May 25, 2019 - 8:00am

Like many of you, we're always on the lookout for interesting mining and exploration companies. Well, here's a new one for you to consider...U.S. Gold Corp.

Back on Friday, I had the pleasure to speak with Ed Karr, the president and CEO of U.S. Gold Corp. Ed's company is unique in that...

TFMR Podcast - Friday, May 24

Friday, May 24, 2019 - 5:40pm

It's time to call it a week, enjoy a three-day weekend and then prepare for what will be a volatile week next.

It's Friday, so after a general recap, we begin with the longer-term charts of the POSX:...

Durably Terrible

The US economy appears to be dramatically slowing.

Friday, May 24, 2019 - 11:00am

The US economy continues to rapidly deteriorate as shown by yesterday's PMIs and today's Durable Goods report. The bond market shows this, as well, and now the "stock market" is struggling, too. That this is all leading to multiple fed funds rate cuts and a resumption of overt QE seems lost on...

TFMR Podcast - Thursday, May 23

Thursday, May 23, 2019 - 5:23pm

It was a very interesting day and tomorrow promises to be compelling, too, with the latest Durable Goods report. And then we get a three-day US market holiday weekend!

So, for today, just a lengthy general discussion with special emphasis on the bond market and these first three charts...

Trade War Reality

Things get more interesting by the day.

Thursday, May 23, 2019 - 9:25am

After some Calvin bounces and PPT interjections, the reality of what appears unavoidable is appearing to set in today across the global "markets"....and this is actually helping the Comex precious metals to catch a bid.

Trade War. Actual War. You name it. It's all staring everyone in...

TFMR Podcast - Wednesday, May 22

Wednesday, May 22, 2019 - 5:26pm

The FOMC minutes come and go without any real damage. However, the rest of the commodity sector was worked over pretty good again today so we must be on teh lookout tomorrow.

For today, just a lengthy discussion of the current situation. Again, much of what we laid out in this post is...

Minute By Minute

Be ready for some volatility today.

Wednesday, May 22, 2019 - 10:41am

A great song by The Doobie Brothers. And I might need a big, fat doobie by the time the FOMC minutes are finally released this afternoon and the Comex metals are wiggled about in the aftermath.

Check out the ridiculous action that has already occurred today. Yep, this sure looks like a...

TFMR Podcast - Tuesday, May 21

Tuesday, May 21, 2019 - 6:12pm

Comex gold staged an impressive bounce from its 200-day moving average today so we use this podcast to assess the situation and prepare for tomorrow's FOMC minutes.

As such, please be sure to read this link:

All Better

Sell in May and then sell some more.

Tuesday, May 21, 2019 - 9:44am

The Trade War is over, global peace has broken out, interest rates are rising, the POSX is stronger, the "stock market" is rallying....bliss, nirvana and euphoria reign supreme.

At least that's how it seems today. Not much was happening overnight until this headline hit. Did Trump just...

TFMR Podcast - Monday, May 20

Monday, May 20, 2019 - 5:25pm

The week begins with a quiet day for the Comex precious metals. Chances are high that the week won't end that way.

For today, just a brief podcast to keep you updated. First, this link:...

Looking Forward To Friday

It's going to be an interesting week.

Monday, May 20, 2019 - 11:09am

A new week begins with plenty of news pending. We've got the FOMC minutes on Wednesday, some PMIs on Thursday, Durable Goods on Friday, a 3-day weekend and then Jun19 option expiration next Tuesday. So, let's just dig right in. Here's your datapoint schedule:...

TFMR Podcast - Friday, May 17

Friday, May 17, 2019 - 5:44pm

Next week brings the FOMC minutes and the likely final low and turn in both Comex precious metals. In preparation, let's call it a week and put these shenanigans behind us.

For today, we reference these two links:

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Weekend Watching - Grant Williams on Gold Price Manipulation

Be sure to watch this video.

Friday, May 17, 2019 - 12:28pm

Our friend, Grant Williams, has crafted this excellent new video. You should be sure to watch it.

This video is branded under the RealVision project...Grant's terrific service that he began with Raoul Pal a few years back. If you're not yet a subscriber, you should give it thorough...

Old Adages

Punch drunk or opportunist?

Friday, May 17, 2019 - 11:17am

By now, you know there are several tried-and-true adages of Turdville. One of them deals with "buying some when things look the most lousy". Does today qualify?

Man oh man. After nearly nine years... devoting 16% of my life! ...of writing about this stuff, I often get...

TFMR Podcast - Thursday, May 16

Thursday, May 16, 2019 - 4:55pm

Another day, another manipulation...though this time it was more obvious and plain to see.

So we begin the day by asking, if there's a convicted "Bank FX Cartel", then why is it so hard to admit/believe that there's a "Bank Gold Cartel"? You got me on that one....

Open Interest and Price Manipulation

Once again, you're seeing this play out in real time.

Thursday, May 16, 2019 - 11:02am

In unsurprising fashion, the only positive datapoint of the week served as impetus to drive the price of Comex gold lower today. This is no surprise given the nearly unprecedented recent surge in Comex gold open interest.

So here's your datapoint that was used to smash gold from $1295...

TFMR Podcast - Wednesday, May 15

Wednesday, May 15, 2019 - 4:38pm

It was another extraordinarily interesting day in the "markets" and we're here to break it all down for you.

For today's podcast, please be sure to review these two ZH links:

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The US economic picture worsens by the day.

Wednesday, May 15, 2019 - 10:43am

It's not just a river in Nebraska. The current state of the US economy could now be described as "dismal", at best.

Each day, we chronicle the string of US economic datapoints that are released. Occasionally, a datapoint will surprise and actually come in above "expectations". However...

TFMR Podcast - Tuesday, May 14

Tuesday, May 14, 2019 - 2:49pm

Your Executor-in chief has had a very busy day and there's still much to do. Thus, this early podcast.

Today, we first discuss the general mood after yesterday and remind you of a few tried-and-true TFMR adages. We also explain again why The Banks and The Comex are...

Still No Price Inflation

The Fed paints itself deeper into the corner.

Tuesday, May 14, 2019 - 9:52am

We all know that the CPI woefully underestimates the cost of living in the US. However, this metric along with several others, is reported to be closely watched by your monetary masters at The Fed. Not only are the CPI and PPI showing no inflation pressures, other indices like today's Import-...