TF Metals Report Blogs


The Fed's quagmire deepens by the day.

Tuesday, June 11, 2019 - 10:17am

In another sign that fed funds rate cuts are coming, today's Producer Price Index showed barely any price inflation pressure. Throw this on with the faltering US economy and you have a 1-2 punch of reality hitting The Fed square in the nuts.

Though the PPI printed at "just below...

Monday Blues

But no one here should be surprised.

Monday, June 10, 2019 - 11:53am

We're giving some back today but that's not unexpected after the late Friday Trade War news. And then when you consider the overbought conditions and the always-present desire manage price...well, none of this should be surprising at all.

Much of the driving force behind last evening's...

On Again With USA Watchdog

Monday, June 10, 2019 - 9:37am

My friend, Greg Hunter, asked me to record another segment late last week and it was posted to his site on Sunday.

This was a wide-ranging discussion of Fed policy, interest rates and "the markets". However, we also discuss the progress being made in our 2010+9 thesis. So, when you...

Are You Gonna Go My Way?

Lenny might say that the train is leaving the station...

Friday, June 7, 2019 - 10:58am

If it's not completely clear by now, then here's another reminder. The year 2019 is playing out in a manner similar to 2010...and 2020 will get even more interesting. So here's Lenny to sharpen the point.

Here it is again for your review:...


It's still a long way to Friday's close.

Thursday, June 6, 2019 - 10:37am

Comex digital precious metal prices are churning today as excess overboughtedness gets worked off and Spec algo resistance gets eaten away. It's all part of the process and tomorrow will be a much more interesting day.

But today is like so many others that we've seen of late. Contrary...

Banks On Their Heels

However, you can be certain they'll fight back soon enough.

Wednesday, June 5, 2019 - 10:35am

Another solid rally today as CDG got within sniffing distance of $1350 before the clamps came down. Regardless, the underlying rationale for this price surge remains unbroken and our goals remain in sight.

The big news today was that the ADP jobs report came in lousy. This prompted...

A Discussion With Chris Martenson

It is well worth your time to give this a listen.

Tuesday, June 4, 2019 - 10:30pm

Last week, Chris Martenson and I recorded a podcast for his terrific website, Peak Prosperity. It was an informative, wide-ranging discussion so I thought it deserved its own thread.

Below is the source link with some text about our conversation. While you're there, you should be sure...

CGP In Bloom

Hopeless, clueless or both?

Tuesday, June 4, 2019 - 10:53am

In the face of an obvious situation, CGP appeared at today's Fed conference and, in true Fed fashion, attempted to downplay said obvious.

Actually, CGP's speech is still ongoing as I type. However, it was released to the public before he began and some of the "highlights" were ticked...

Busy Week Ahead

Monday, June 3, 2019 - 10:57am

Well, here we go with what should serve to be a rather consequential week. There are all sorts of economic datapoints as well as the latest BLSBS come Friday. So buckle in and look sharp.

Already today we've had to more dismal datapoints as both the ISM and Markit manufacturing PMIs...

It's On

Looks like your $12/month is working out OK...

Friday, May 31, 2019 - 10:43am

Well, here we go...Chaos reigns this morning as Trump expands his trade wars globally. Equity markets are crashing and, perhaps more importantly, fixed income markets are soaring. The Fed is falling rapidly behind and the TFMR Rate Cut likelihood is now 75% for June.

Again, you may...


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