TFMR Podcast - Wednesday, September 9With TF 4 Comments | 6 Likes Your host is on a heater today. Coming off a 45-minute discussion with my old friend, Andy, I went right into this podcast due t... Bessent On The BidBy TF 34 Comments | 17 Likes Here are a few items for you to consider as you begin your Wednesday. Without major economic news today, the most interesting it... TFMR Podcast - Tuesday, September 8With TF 18 Comments | 14 Likes Some late day headlines out of the Persian Gulf spiked crude oil and drove the PMs to their lows of the day, which is unfortun... Short But Busy WeekBy TF 30 Comments | 15 Likes It's always nice to begin the new week on Tuesday as it shortens the work week considerably. However, we still have a very busy ... TFMR "Podcast" - Friday, September 4By TF 7 Comments | 13 Likes As you know, my schedule is such today that there's no time for a spoken podcast. Instead, here's a written "podcast" that shall ... WhateverBy TF 21 Comments | 18 Likes In a (not so) stunning development, today's BLSBS came in 3X above the average expectation. What other datapoint is routinely ab... TFMR Podcast - Thursday, September 3With TF 16 Comments | 12 Likes It was a great day the big yentervention and the comments from Goon Waller led to a sharp selloff in the POSX and a rally in b... 45 Degrees Of YenterventionBy TF 50 Comments | 18 Likes Another massive yentervention overnight...plus some dovish comments from Goon Waller...have deflated the POSX this morning and l... TFMR Podcast - Wednesday, September 2With TF 16 Comments | 16 Likes After being away from home for ten days, your host has no shortage of stuff to do so let's get on with it b y recording and po... ADP Points The Way?By TF 40 Comments | 19 Likes Over the years, there has been debate as to whether or not the ADP jobs report is in any way predictive of what the BLSBS will b... Traveling TuesdayBy TF 7 Comments | 6 Likes After a week of Baby Watch, Baby Warning and Baby Aftermath, it's time to head back to Turdfork. It's going to be a long day of tr... TFMR Podcast - Monday, August 31With TF 22 Comments | 17 Likes The month of August comes to a close with very very big and very green candles on the monthly charts. But tomorrow is a new da... August EndsBy TF 22 Comments | 20 Likes When August began, I promised you a month that would not bring the usual "dog days". As the month finally comes to an end today,... TFMR Podcast - Friday, August 28With TF 17 Comments | 16 Likes We expected Warsh to play "Mr Gravitas" today in front of his central bank buddies. What we didn't expect was for the markets ... Kev At The Jackson HoledownBy TF 72 Comments | 22 Likes We've made it to Friday and it appears that my plan to get into some silver calls may not come together as I had hoped. Oh well,...