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 - Tuesday, April 20

Tuesday, April 20, 2021 - 6:16pm

A Time For Action

Tuesday, April 20, 2021 - 10:35am

By TF

TFMR Podcast - Monday, April 19

Monday, April 19, 2021 - 5:02pm

Deja Red

Mon, Apr 19, 2021 - 10:16am

By TF

TFMR Podcast - Saturday, April 17

Sat, Apr 17, 2021 - 12:21pm

187

SPECIAL PODCAST: Neil Woodyer, CEO of Aris Gold Corp....

Fri, Apr 16, 2021 - 2:00pm

With TF

HFT Giveth, HFT Taketh Away

Friday, April 9, 2021 - 10:46am

By TF

It's another day in AlgoHell as HFT computers dump Comex metal futures following a much hotter that expected print of the March PPI. The Machines "see" rising bond yields and are programmed to sell Comex gold because of it...impervious to the bigger picture.

So we'll start there, I...

Thursday Conversation - Dave Kranzler of The Mining Stock Journal

Thursday, April 8, 2021 - 3:32pm

With TF

Our old pal, Denver Dave, stops by today to discuss the precious metals and the mining shares. This is one podcast where you should definitely carve out some time to listen.

Again, Dave is a fantastic analyst and money manager. He's been a friend for years and I wholeheartedly...

This Week's Media

All four links in one handy post.

Thursday, April 8, 2021 - 1:33pm

By TF

It has been a busy week in terms of interview appearances. Since you may have missed one or two...and since you might have an interest in forwarding some of the links...I thought I'd combine them all into one public post.

Most of the discussion focuses upon the #SilverSqueeze and the...

Needless Worry

Thursday, April 8, 2021 - 10:39am

By TF

In yesterday's podcast, I expressed my concern that the POSX was set to bounce and, by doing so, it would likely force the Comex metals lower. I'm happy to report today that I was all wrong!

What a pleasant surprise to wake up to today. After the gradual rise in the POSX late yesterday...

TFMR Podcast - Wednesday, April 7

Wednesday, April 7, 2021 - 4:19pm

We're wrapping things up a little earlier than usual today after a frustrating, light volume and HFT-dominated afternoon. The Comex precious metals are on a five day winning streak but market forces may be conspiring to bring the streak to an end tomorrow.

For today, the only news of...

Goon Day

Wednesday, April 7, 2021 - 10:44am

By TF

Today is likely the most interesting day of the week with comments from FOMC members Goon Evans and Goon Barkin, followed by the 2:00 pm ET release of the March FOMC minutes. Can the Comex digital metals hold, consolidate and extend their early week gains? We won't have to wait long to find out...

TFMR Podcast - Tuesday, April 6

Tuesday, April 6, 2021 - 5:19pm

To our surprise, the POSX continued lower today and broke through the support that was expected at its 200-day moving average. The bond market rallied, as well, so we are pleased to point out that Comex gold is finally back above that Bank-painted trend arrow that had been forcing price lower...

Phoenix

Tuesday, April 6, 2021 - 10:51am

By TF

The Comex digital metals are attempting to rise and rally like the proverbial Phoenix or the ghost of Tom Joad. Is this rally sustainable. Can it lead to higher bouncing highs and and eventual return of Spec excitement and cash? Time will tell but we can always search for clues.

Let's...

TFMR Podcast - Monday, April 5

Monday, April 5, 2021 - 5:31pm

It was a frustrating start to the week as a sharply falling dollar failed to spark any significant buying interest in either Comex Digital Gold or Comex Digital Silver. So now what do you think will happen if/when the POSX bounces back a little tomorrow?

It was a long weekend and a...

Here We Go With The New Week

Monday, April 5, 2021 - 10:53am

By TF

The new week begins in the same manner as the old one ended...with Comex Digital Gold pressing up against its Bank-enforced trend arrow. And today is particularly frustrating given the movement down in the POSX.

But it's going to be a long week and, as you know, no trendline can be...

Key Economic Events Week of 4/19

4/22 8:30 ET Initial jobless claims
4/22 10:00 ET Existing home sales
4/22 10:00 ET LEI
4/23 9:45 ET April flash PMIs
4/23 10:00 ET New home sales

Key Economic Events Week of 4/12

4/13 8:30 ET CPI
4/13 12:00 ET Goon Harker
4/14 8:30 ET Import Price Index
4/14 12:00 ET Chief Goon Powell
4/14 2:45 ET Goon Chlamydia
4/15 8:30 ET Retail Sales
4/15 8:30 ET Philly Fed
4/15 8:30 ET Empire State Manu
4/15 9:15 ET Cap Ute and Ind Prod
4/15 2:00 ET Goon Daly
4/15 4:00 ET Goon Mester
4/16 8:30 ET Housing starts

Key Economic Events Week of 4/5

4/5 9:45 ET Markit service PMI
4/5 10:00 ET ISM service PMI
4/5 10:00 ET Factory Orders
4/6 10:00 ET JOLTS job openings
4/7 9:00 ET Goon Evans
4/7 12:00 ET Goon Barkin
4/7 2:00 ET March FOMC minutes
4/8 12:00 ET Chief Goon Powell
4/9 8:30 ET PPI
4/9 10:00 ET Wholesale inventories

Key Economic Events Week of 3/29

3/30 9:00 ET Goon Quarles
3/30 10:00 ET Consumer Confidence
3/30 2:30 ET Goon Williams
3/31 8:15 ET ADP Employment
3/31 9:45 ET Chicago PMI
3/31 time TBA Biden Infrastructure speech
4/1 9:45 ET Markit Manu PMI
4/1 10:00 ET ISM Manu PMI
4/1 10:00 ET Construction spending
4/2 8:30 ET BLSBS

Key Economic Events Week of 3/22

3/23 9:00 ET Goon Bullard
3/23 12:00 ET CGP and Mother on Capitol Hill
3/24 8:30 ET Durable Goods
3/24 9:45 ET Markit Flash PMIs March
3/24 10:00 ET CGP and Mother on Capitol Hill
3/25 8:30 ET Q4 2020 CDP final guess
3/25 12:00 ET Goon Bostic speech
3/25 3:45 ET Goon Chlamydia speech
3/26 8:30 ET Personal Income and Spending
3/26 8:30 ET Core Inflation
3/26 10:00 ET Consumer Sentiment

Key Economic Events Week of 3/15

3/15 8:30 ET Empire State Index
3/16 8:30 ET Retail Sales
3/16 8:30 Import Price Index
3/16 9:15 ET Cap Ute and Ind Prod
3/16 10:00 ET Business Inventories
3/17 2:00 ET FOMC Fedlines
3/17 2:30 ET CGP presser
3/17 8:30 ET Philly Fed

Key Economic Events Week of 3/8

3/8 10:00 ET Wholesale Inventories
3/10 8:30 ET CPI
3/10 2:00 ET Federal budget
3/11 8:30 ET Initial jobless claims
3/12 10:00 ET JOLTS job openings
3/13 8:30 ET PPI
3/13 10:00 ET UMich sentiment

Key Economic Events Week of 3/1

3/1 9:45 ET Markit Manu PMI
3/2 10:00 ET ISM Manu PMI
3/2 1:00 ET Goon Brainard
3/3 9:45 ET Markit Service PMI
3/3 10:00 ET ISM Service PMI
3/3 12:00 ET Goon Bostic
3/3 2:00 ET Goon Evans
3/4 8:30 ET Unit Labor Costs
3/4 10:00 ET Factory Orders
3/4 12:00 ET Chief Goon Powell
3/5 8:30 ET BLSBS

Key Economic Events Week of 2/22

2/22 10:00 ET LEIII
2/23 9:00 ET Case-Shiller home prices
2/23 10:00 ET CGP at US Senate
2/24 10:00 ET CGP at US House
2/24 1:00 ET Goon Chlamydia speech
2/25 8:30 ET Jobless claims
2/25 8:30 ET Durable goods
2/25 10:30 ET Goon Bullard
2/26 8:30 ET Pers Inc and Spending
2/26 8:30 ET Core inflation
2/26 9:45 ET Chicago PMI
2/26 10:00 ET UMich sentiment

Key Economic Events Week of 2/15

2/17 8:30 ET Retail Sales
2/17 8:30 ET PPI
2/17 9:15 ET Cap Ute and Ind Prod
2/17 10:00 ET Business Inventories
2/17 2:00 ET January FOMC minutes
2/18 8:30 ET Initial jobless claims
2/18 8:30 ET Import price index
2/18 8:30 ET Philly Fed
2/19 9:45 ET Markit Feb flash PMIs