TF Metals Report Blogs

The Red Sea


Monday, September 21, 2020 - 11:01am

It's never fun to start the week with a sea of red on your screen...yet here we are. And while it's always nice to console yourself with the notion that it's a long way to Friday, this is looking pretty ugly today.

And where did this come from? After a lousy "not dovish enough"...

A Little Bit Of Green

A better week than it may seem.

Friday, September 18, 2020 - 11:35am

Anytime you can finish the week with a green candle, you're making progress toward your ultimate goal. And though it may not feel like it, we're currently working on green candles for both digital metals and the major mining ETFs. I'll take it!

And this was an FOMC week, too! So, all...

"Not Dovish Enough"

Thursday, September 17, 2020 - 9:59am

If $120B/month in QE and a promise of ZIRP through 2023 is now considered "not dovish enough", then our old pal CGP has a very significant problem on his hands.

And I'm not kidding. You could use the metaphor of a heroin addict...always needing a stronger and stronger hit until finally...

FOMC Day One

And another day of POSX AlgoHell.

Tuesday, September 15, 2020 - 10:19am

Well, here we go. The September FOMC begins today and concludes tomorrow with Chief Goon Powell presenting his Fedlines and holding his presser. What will come of it? Will there be anything at all of substance given the US election pending in seven weeks? I guess we'll find out soon enough....

Walking The Pig

Monday, September 14, 2020 - 10:49am

As a consequential FOMC week begins, the POSX is sharply lower and this, as per the current usual, is leading to higher Comex digital metal prices today. But it's going to be a long flippin week so don't go getting too excited just yet.

You're going to hear this a lot this week so we...

The First Hints of Stagflation

Friday, September 11, 2020 - 9:33am

With yesterday's Producer Price Index and today's Consumer Price Index, the US is beginning to see its first hints of the coming stagflation. If we're right about this, the long-term impact on the precious metals and the mining shares will be significant so this is something we need to closely...

Going My Way

Thursday, September 10, 2020 - 10:44am

The economic data and other news flow today has been just what we needed to continue to rallies that began late Tuesday. And now, since it's already Thursday, we can begin to hope for some pretty green candles when we update the weekly charts tomorrow.

So what are those news items and...

Inflation Data Pending

Wednesday, September 9, 2020 - 10:34am

Tomorrow brings the Producer Price Index and Friday brings the Consumer Price Index. Will either of these show the beginning stages of the stagflation that we expect in the months to come?

Of course, neither of these will even come close to approximating the true level of price...

Tuesday Like A Monday

Tuesday, September 8, 2020 - 10:37am

A long three-day US market holiday weekend comes to an end and, with it, The Summer Doldrums. But you'd never know it by the "market" action today as it's another day of a sharply higher POSX leading to lower Comex metal prices.

Jeezo. This is really getting old. All that matters is...

Holiday Jackass

Saturday, September 5, 2020 - 9:00am

It's a three-day US market holiday weekend. You know what that means.

And we have a different format this time. A few days ago, Jean-Claude of Beyond Mystic invited Jim and I to discuss things on his YouTube channel. So, instead of the usual podcast, here are the YT segments via JC's...


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