TF Metals Report Blogs

It's another day in the barrel for us as the Comex metals are forcibly stuck in neutral. However, have you seen palladium today? Yes, it has fallen back from its earlier highs but it continues to soar as physical supply pressures increase.

So let's start there. Again, this is NOT about...

John Batchelor and Professor Cohen recorded another excellent discussion again last evening and they update us on the futility and hysteria of the continuing "Russiagate" investigation. Keep in mind that we are now nearing three full years of allegations and innuendo yet there is still no...

As palladium make another new alltime high today, I though it would be fun to review the situation and what it might mean for us.

First, let's start with the chart and the board. By now you know of the extreme lease rates being charged in London for anyone in immediate need of physical...

As you know, every once in a while your kind and gracious host gets a little...shall we say, frustrated?...at the bullshit nonsense of the Comex. Today is one of those days.

So we actually began the day without a NEEEE Rule opening slam on the Comex. This was the first time since last...

For each of the past several years, we've written January posts that helped to serve as a road map for the year ahead. Though crystal ball-gazing is an inexact science, on balance we've done a pretty good job with these forecasts. As 2019 dawns, we thought we should give it another try today...

The new day dawns with the Comex metals trading in much the same manner as they have for the past few weeks...with the regular imposition of the Never, Ever, Ever, Ever, Ever Rule.

If you're new to TFMR, perhaps you're unaware of the "NEEEE Rule". No, it's not named after legendary...

This is so freaking obvious and ridiculous that I thought it deserved its own post. What's even more ridiculous is the amount of shills and charlatans who still publicly cling to the silly notion that the Comex silver market is a free and fair marketplace for physical price discovery.

...

Our friends John Batchelor and Professor Stephen F. Cohen kicked off the new year last evening with their first podcast of 2019. We've been diligently posting these weekly discussions for nearly five years now and we will continue to post them for as long as John and Steve continue to record...

The "stock market" is up 10% sonce the arrival of the PPT on December 26. It's up 5% since CGP gave his speech in Atlanta last Friday. Therefore, what to expect when the minutes of the December FOMC are finally released at 2:00 pm EST today? Are CDG and CDS being allowed to rise only so they...

No, we haven't forgotten about this issue in the excitement of the year-end and Q1 rally. There has just been a lot of other stuff to discuss. So today let's take a minute to revisit the "peg" and see if it still holds relevance.

Again, we wrote about this repeatedly in the second half...

2019 officially begins today as everyone from traders to investors to Bank Monkeys are back at work and ready to roll. What will this mean for the POSX? What will this mean for the stock and bond markets? And most importantly, what will this mean for Comex gold and silver?

Let's start...

From seemingly out of the blue and against all odds, the BLSBS today came in with the largest "job gains" since June of 2016...just in time to send the "stock market" surging and Comex gold crashing. As if we've never seen this movie before...

You know, when CDG tapped $1300 last...

Some terrible forward guidance from Apple and a forex flash crash have combined today to create a toxic stew for the stockroaches, who are left hoping for another PPT intervention to save the day.

By now, you likely know all about what happened late yesterday so let's just skip...

It's always a good sign to begin the new year with an UP day...well, at least it's not a bad sign.

And that's where we are as 2019 begins. Comex gold traded has mostly traded higher since trading resumed last evening. Comex silver was initially pillaged for nearly 1% but it has since...

It's Thursday afternoon and I thought that, with today's bounce back rally in the Comex metals, we should update the charts and give you some levels to watch into Friday's close.

First of all, I do not plan to have any posts or podcasts tomorrow. As we mentioned yesterday, there won't...

“I am bringing you good news of great joy for all the people: to you is born this day in the city of David a Saviour, who is the Messiah, the Lord.”

About the time of the annunciation by Gabriel one night, a more subtle message was sent through the stars, a message those shepherds...

Yes, there's a looming US government shutdown but I'm more concerned with a holiday shutdown. It has been a long year and we're all ready for it to be over. So let's get through this day and then go enjoy some holiday time with family and friends.

Let's begin with that US government...

Yesterday's podcast has proven prescient as the Comex metals come roaring back today. And just as we've been expecting for weeks, our year end and Q1 rally seems well underway, too. So, today, let's take a look around to assess the entire situation and then seek to find some levels to watch...

Here comes Chief Goon Powell. The day revolves around him. Thus this brief post to help you kill the time.

Again, all the fun begins at 2:00 pm EST. As we discussed yesterday, I fully expect a 25 basis point fed funds rate hike followed by a set of fedlines that suddenly seem "dovish"...

It has been a tumultuous and consequential year in The New Cold War. In their final appearance of 2018, John and Steve are here to review the events of the past twelve months and look ahead to what promises to be a very dangerous 2019.

No doubt this has been a difficult year for all of...