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, October 20

Tuesday, October 20, 2020 - 6:04pm

SPECIAL PODCAST: Blair Naughty, CEO of Great Thunder Gold

Tuesday, October 20, 2020 - 10:51am

Maddening

Tuesday, October 20, 2020 - 10:48am

By TF

TFMR Podcast - Monday, October 19

Mon, Oct 19, 2020 - 5:00pm

Commodities Cometh

Mon, Oct 19, 2020 - 10:28am

By TF

TFMR Podcast - Friday, October 16

Fri, Oct 16, 2020 - 5:29pm

168

TFMR Podcast - Monday, October 12

Monday, October 12, 2020 - 5:07pm

It was a quiet Monday...but most US Bank holiday Mondays typically are. So now we turn our attention to Tuesday and the CPI data that will be released at 8:30 ET. We had a great close to the week back on Friday and it would be terrific to stay in the green this week, too.

For today...

TFMR Highlights 10/5-10/8

Monday, October 12, 2020 - 12:46pm

With Anna

Columbus Day

Monday, October 12, 2020 - 10:48am

By TF

It's a Bank holiday in the US today but you wouldn't know it by the price action at the Comex open this morning. But, whatever. It's going to be a long and interesting week with plenty of twists and turns along the way.

First of all, thanks again to everyone for your patience with my...

Weekend Thread

Saturday, October 10, 2020 - 10:27am

By TF

189

Wow, what a great day yesterday was...and I'm not talking about my golf game. Since late last week, we've mentioned a drop in the POSX toward, and hopefully through, the 50-day moving average. And we got it! So now let's look at the vastly-improved charts and begin to plan from here.

I...

Friday Conversation - Denver Dave Kranzler

Friday, October 9, 2020 - 9:00am

With TF

It's always great fun to visit with our old friend, Denver Dave. In the absence of your regular daily content today, please carve out some time to give this podcast a listen.

Over the course of this call, Dave and I tried to focus upon three main topics:

the current

TFMR Podcast - Thursday, October 8

Thursday, October 8, 2020 - 5:58pm

The week is rapidly drawing to a close so let's take some time today to dissect the charts and find some levels to monitor through the day on Friday.

Again, I'm going to be out all day tomorrow so please check this podcast for programming details regarding your usual weekly summary....

Bring Out The Hammerthingys

Thursday, October 8, 2020 - 10:15am

By TF

I know I'm jumping the gun as there are still 30+ hours remaining in the trading week. However, after the ridiculous nonsense of Tuesday and yesterday's decision to stop being so grouchy, let's just keep trying to have some fun today.

And there ARE hammerthingys at this point. In fact...

TFMR Podcast - Wednesday, October 7

Wednesday, October 7, 2020 - 5:31pm

After the disgust and sadness of yesterday, your host returns today with a more upbeat review and assessment ahead of what could still turn out to be a positive end of the week.

Keep in mind that there are still 48 hours to go in the week and prices are not that far below those...

TFMR Highlights 9/28/20

Wednesday, October 7, 2020 - 5:06pm

Change Of Tune

Wednesday, October 7, 2020 - 10:23am

By TF

Yesterday was a lousy, bitter and angry day. That's no way to live. Especially not in times like these where so many events are conspiring to make you feel lousy, bitter and angry. Fortunately, today is a new day and it's time to adjust the mojo.

If you're wondering....Yes, of course,...

Key Economic Events Week of 10/19

10/19 11:45 ET Goon Chlamydia
10/20 8:30 ET Housing Starts
10/20 1:00 pm ET Goon Evans
10/21 10:00 ET Goon Mester
10/21 2:00 pm ET Fed Beige Book
10/22 8:30 ET Initial Jobless Claims
10/23 9:45 ET Markit Oct flash PMIs

Key Economic Events Week of 10/12

10/13 8:30 ET CPI and Core CPI
10/14 8:30 ET PPI
10/14 9:00 ET Goon Chlamydia
10/15 8:30 ET Philly Fed
10/15 8:30 ET Empire State Idx
10/15 8:30 ET Import Price Idx
10/16 8:30 ET Retail Sales
10/16 9:15 ET Cap Ute & Ind Prod
10/16 10:00 ET Business Inv

Key Economic Events Week of 10/5

10/5 9:45 ET Markit Svc PMI
10/5 10:00 ET ISM Svc PMI
10/5 10:45 ET Goon Evans
10/6 8:30 ET Trade Deficit
10/6 10:00 ET JOLTS job openings
10/6 10:45 ET Chief Goon Powell
10/7 2:00 ET Sept FOMC minutes
10/7 3:00 ET Goon Williams
10/8 8:30 ET Initial jobless claims
10/9 10:00 ET Wholesale Inventories
10/9 12:10 ET Goon Rosengren

Key Economic Events Week of 9/28

9/29 8:30 ET Advance trade in goods
9/29 9:00 ET Case-Shiller home prices
9/29 10:00 ET Consumer Confidence
9/30 8:15 ET ADP employment report
9/30 9:45 ET Chicago PMI
10/1 8:30 ET Personal Income and Spending
10/1 8:30 ET Core Inflation
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/2 8:30 ET BLSBS
10/2 10:00 ET Factory Orders

Key Economic Events Week of 9/21

9/21 8:00 ET Goon Kaplan
9/21 10:00 ET Goon Evans
9/21 Noon ET Goon Brainard
9/21 6:00 pm ET Goon Williams & Goon Bostic
9/22 10:30 ET Chief Goon Powell on Capitol Hill
9/22 Noon ET Goon Barkin
9/22 3:00 pm ET Goon Bostic again
9/23 9:00 ET Goon Mester
9/23 9:45 ET Markit flash PMIs for September
9/23 10:00 ET Chief Goon Powell on Capitol Hill
9/23 11:00 ET Goon Evans again
9/23 Noon ET Goon Rosengren
9/24 1:00 pm ET Goon Bostic #3
9/24 2:00 pm ET Goon Quarles
9/24 10:00 ET Chief Goon Powell on Capitol Hill
9/24 Noon ET Goon Bullard
9/24 1:00 pm ET Goon Barkin again & Goon Evans #3
9/24 2:00 pm ET Goon Bostic #4
9/25 8:30 ET Durable Goods
9/25 11:00 ET Goon Evans #4
9/25 3:00 pm ET Goon Williams again

Key Economic Events Week of 9/14

9/15 8:30 ET Empire State and Import Price Idx
9/15 9:15 ET Cap Ute and Ind Prod
9/16 8:30 ET Retail Sales
9/16 10:00 ET Business Inventories
9/16 2:00 ET FOMC Fedlines
9/16 2:30 ET Powell Presser
9/17 8:30 ET Philly Fed
9/18 8:30 ET Current Acct Deficit

Key Economic Events Week of 9/7

9/9 10:00 ET JOLTS job openings
9/10 8:30 ET Initial jobless claims
9/10 8:30 ET PPI
9/10 10:00 ET Wholesale Inventories
9/11 8:30 ET CPI
9/11 9:45 ET Core CPI

Key Economic Events Week of 8/31

9/1 9:45 ET Markit Manu Index
9/1 10:00 ET ISM Manu Index
9/1 10:00 ET Construction Spending
9/2 8:15 ET ADP employment
9/2 10:00 ET Goon Williams
9/2 10:00 ET Factory Orders
9/3 8:30 ET Initial jobless claims
9/3 8:30 ET Trade Deficit
9/3 12:30 ET Goon Evans
9/4 8:30 ET BLSBS

Key Economic Events Week of 8/24

8/24 8:30 ET Chicago Fed Idx
8/25 10:00 ET Consumer Confidence
8/26 8:30 ET Durable Goods
8/27 8:30 ET Q2 GDP 2nd guess
8/27 9:10 ET Chief Goon Powell Jackson Hole
8/28 8:30 ET Pers Inc and Consumer Spend
8/28 8:30 ET Core Inflation
8/28 9:45 ET Chicago PMI

Key Economic Events Week of 8/17

8/17 8:30 ET Empire State Manu Idx
8/17 Noon ET Goon Bostic
8/18 8:30 ET Housing Starts
8/19 2:00 pm ET July FOMC minutes
8/20 8:30 ET Jobless claims
8/20 8:30 ET Philly Fed
8/20 10:00 ET LEIII
8/21 9:45 ET Markit flash PMIs July