TF Metals Report

The end of the Great Keynesian Experiment is upon us. Turd Ferguson and his band of loyal Turdites patrol this Watchtower. We are here to help each other navigate the coming economic chaos. However, no one can predict every eventuality, so please read the disclaimer and community guidelines before proceeding.

TFMR Podcast - Wednesday, March 20

Wednesday, March 20, 2019 - 5:18pm

Must Listen Batchelor-Cohen

PLEASE be sure to listen this week.

Wednesday, March 20, 2019 - 12:55pm

By TF

Some Pre-Powell Thoughts

What will the LIESman Shiny Head Index soar to today?

Wednesday, March 20, 2019 - 10:49am

By TF

TFMR Podcast - Tuesday, March 19

Tue, Mar 19, 2019 - 5:24pm

Uptick Tuesday

Tue, Mar 19, 2019 - 10:29am

By TF

TFMR Podcast - Monday, March 18

Mon, Mar 18, 2019 - 5:11pm

Fed Week

Hippity, hoppity. CGP is on his way.

Monday, March 18, 2019 - 10:55am

By TF

Here comes Chief Goon Powell, in all his glory. Between now and Wednesday there will be some ups and some downs but the real action won't get going until we see those mid-week Fedlines.

In the meantime, I guess it's nice to see green prices on a Monday morning. That's better than the...

Another Look at OneGold

This innovative investment product deserves your attention.

Saturday, March 16, 2019 - 12:15am

Many of you have already taken advantage of the benefits offered by OneGold, the innovative new product that is a joint venture from APMEX, Sprott Money and the Royal Canadian Mint. Here's another update from Ken Lewis, the CEO of APMEX.

Over the course of this call, I first ask Ken to...

TFMR Podcast - Friday, March 15

Friday, March 15, 2019 - 5:26pm

It's good to have this week behind us and now we can begin to look ahead to next week and the March FOMC. In the short term, we can also look ahead to some green beer and Irish whiskey!

But before St. Patrick's weekend can begin, we need to review the charts. First, both the 2-year...

The Ides of St. Patrick

Beware of Triple Witching and too much green beer.

Friday, March 15, 2019 - 10:30am

By TF

"Beware Triple Witching Expirations" would be a modern warning to Julius Caesar. But, with the economic data continuing to be miserable, all of us here have nothing to fear as the week looks to end on an UP tick.

After the shenanigans of yesterday, we discussed the idea that a rebound...

TFMR Podcast - Thursday, March 14

Thursday, March 14, 2019 - 4:22pm

There's not much to add that hasn't already been covered today...but we'll give it a shot.

We begin by asking you to review these three links:

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More Than Expected

Three steps forward...

Thursday, March 14, 2019 - 10:53am

By TF

In yesterday's podcast, we discussed the likelihood and necessity of a short term pullback ahead of next week's FOMC. Well here we are. We weren't expecting $15, however, but I guess that's not surprising, either, given the massive increase in open interest this past week.

And The...

TFMR Podcast - Wednesday, March 13

Wednesday, March 13, 2019 - 5:55pm

It was another solid day for the Comex metals but a late day spike in yields leads us to wonder if we might give back a little tomorrow.

However, I'm all for going sideways here as we prepare for next week's FOMC. Too much bounceback...gaining back ground too soon...can lead to short-...

This Week's Batchelor-Cohen

An honest discussion of Russiagate and the New Cold War.

Wednesday, March 13, 2019 - 4:12pm

By TF

Your weekly podcast is once again a must listen episode.

A slightly different format this week as Monica Crowley and Christopher Cox join John Batchelor in questioning Professor Cohen and discussing the dangers of "Russiagate" and the New Cold War.

This is a very helpful and...

Rolling Rebound

But don't be surprised if The Banks soon fight back.

Wednesday, March 13, 2019 - 10:44am

By TF

Prices continue to recover from last week's lows and CoT wash. We hope to extend further from here in preparation for next week's FOMC and CGP press conference.

Isn't it nice to check your prices first thing in the morning and see green instead of red? It always feels like good things...

TFMR Podcast - Tuesday, March 12

Tuesday, March 12, 2019 - 4:55pm

It was an eventful day with more bad economic news, another Brexit vote failure and sharply falling interest rates. No wonder that Comex precious metal prices rallied despite the best efforts of The Banks.

After a general discussion, we proceed to the charts. First a look at the...

Key Economic Events Week of 3/18

3/19 10:00 ET Factory Orders (Jan)
3/20 2:00 ET FOMC Fedlines
3/20 2:30 ET CGP presser
3/21 8:30 ET Philly Fed
3/22 9:45 ET Markit PMIs
3/22 10:00 ET Existing Home Sales
3/22 10:00 ET Wholesale Inventories (Jan)

Key Economic Events Week of 3/11

3/11 8:30 ET Retail Sales (Jan)
3/11 10:00 ET Business Inventories (Dec)
3/12 8:30 ET CPI (Feb)
3/13 8:30 ET Durable Goods (Jan)
3/13 8:30 ET PPI (Feb)
3/14 8:30 ET Import Prices (Feb)
3/14 10:00 ET New Home Sales (Jan)
3/15 8:30 ET Empire State Manu Index
3/15 9:15 ET Cap. Util. & Ind. Prod.

Key Economic Events Week of 3/4

3/5 9:45 ET Markit and ISM services PMIs
3/5 10:00 ET New home sales (Dec)
3/6 8:30 ET Trade Balance (Dec)
3/7 8:30 ET Productivity and Unit Labor Costs
3/8 8:30 ET BLSBS
3/8 8:30 ET Housing starts (Jan)

TFMR Podcast - Wednesday, March 20