TF Metals Report Blogs

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)...

Let the craziness begin. Maybe we should start with Admiral Painter as this month is likely to get out of control, too.

Already, we have this news breaking. I'm sure this is correct as the U.S. almost certainly has an abundance of satellites over Iran and they can plainly see the...

You know that old TFMR adage? The one about how you begin the week not mattering too much? Yah, that one. There are some weeks where that's more true than others and the week ahead is one of those weeks.

So I hope you had a nice, relaxing weekend and have returned with your game face...

As you know, I'm currently making my way back to Turdfork after spending the last week with MrsF as she handles some family business. The good news is that all my travel has been on time and that this particular aircraft seems to have a decent wifi connection. As such, here's your Friday "...

It has been another busy week and it appears that we're going to end it with another set of big green candles for the weekly chart. We can't ask for more than that on a week full of Goons and data. Additionally, the strong week sets us up for an important Monday as both the month and quarter...

We were on our way to a great day after an overnight rally that was led by a consistently falling POSX. But then the final guess at Q2 GDP was released and all of the gains were quickly erased. Dang.

And what's so stupid about this is that no one cares about Q2 GDP at this point....

We've seen quite a run in PM prices as of late and today looks to be a bit of a breather after the strong gains of yesterday. And that's OK! The action picks up again tomorrow and Friday so perhaps we should all enjoy a day of relative quiet and calm.

Of course, it's early and there's...

The PBOC set off a bazooka of monetary stimulus today and the impact across the commodity sector has been significant. Can and will this latest move inspire even larger gains in the days ahead? We'll just have to see how those record Spec short levels respond to the pressure.

Let's...

Given the customary "quiet period" that precedes each FOMC meeting, the week that follows an FOMC is usually chock full of Goons who are desperate for a microphone and some attention after not being allowed to promote themselves for nearly three weeks. As the new week begins, another such surge...