TF Metals Report Blogs

Are the winds of war blowing? Are the drums of war beating? Or is it all just posturing and political positioning? That's difficult to discern most days but it's particularly difficult now.

Where do we start? How about Israel and Iran. Will Israel simply mount another pin prick attack...

The new week begins with a bank holiday in the US in observance of Columbus Day. However, having the bullion bank desks closed last evening did not prevent a plunge in PM prices at the Globex open...a plunge from which CDS has yet to recover.

So where's the green weekly candle that we...

After a weak start to the week, the Comex PMs are trying to finish string today with green daily candles that could set us up for a solid week to come. Trying. Can they? Will they? We'll see.

Prices were strong overnight and into the PPI. Then came a dip but then came a rally and, as I...

For the first time all week, commodity prices are in the green this morning after a mostly-tame CPI report and a surge in initial jobless claims. So as we go through the day, and again await any MENA war action, the question is whether or not things can stay in the green.

So we might...

After the beating that the PMs took yesterday, it's almost hilarious to see that we are right back to the same old bullshit of spoofing and manipulating price at certain key levels. Will it ever end? Not until the entire fraudulent digital derivative and fractional reserve pricing scheme ends...

The commodity sector began taking a beating earlier today when China reopened after its "Golden Week" holiday. The PMs played along and were smashed lower last evening, only to recover through the London session. It looked like things might turn out OK....but then the Comex opened.

And...

The new week begins with a terrible anniversary. The week will then include all sorts of geopolitical worries and a host of important economic data, including the CPI. We'll also get a freight train full of Goons all while we watch another devastating hurricane make approach to the Florida...

I'm not sure if you took the time to listen to yesterday's podcast but the first eight minutes laid out the case for how certain I was that today's BLSBS would come in way above expectations. In fact, I even guessed something outrageous like +265,000 "jobs". And what was today's reported number...

There's a lot going on and I've gotten a bit of a late start so let's dive right in and try to get caught up on this very busy and active Thursday.

Where do we start? That's the question. Maybe we should just start with the normal stuff as so much seems abnormal these days. Today is...

Here's an interesting new post from AGXIIK and Renozep. It will serve as your morning thread. I'll post updates and charts into the comments section and then record and post your podcast a little earlier than usual today.

TF

GOLD. RARE, ELUSIVE, COMMONPLACE or...(d)...