TF Metals Report Blogs

Guest Post: "Don Yuan", by Brent Johnson of Santiago Capital

Brent Johnson is a San Francisco-based hedge fund manager and he's a longtime friend of TFMR. He consistently puts out high quality, educational presentations and his latest is no exception.

The New Trumpadigm

It's a whole new world and we'd all better get used to it.

O-Ver

As eight painful years of Woody/Milhous/Obummer finally come to an end, there's really not much else in the news today. So let's just take stock of the charts and set some goals for the weekly close later today.

An Ugly 24 Hours

Sparked by comments by Mother Fellen and Count Draghi, the last 24 hours have seen major moves in currencies and interest rates. As you might imagine, this has blunted and reversed the metals rally of earlier this week and now we wait to see where we can close tomorrow.

Your Weekly Batchelor-Cohen Podcast

Another terrific summary presented last evening by John and Steve. Please be sure to carve out time to listen.

Still Chugging Higher

Even after this latest surge, and even with the USDJPY and POSX higher today, the metals remain firm with Comex Digital Silver approaching critical resistance.

Questioning The Generally Accepted Narrative

One of the primary themes that we've been repeating is that 2017 is going to be a wildly unpredictable year. To that end, today we begin what might be a wildly unpredictable week. Buckle up.

The Generally Accepted Narrative

One of the primary themes that we've been repeating is that 2017 is going to be a wildly unpredictable year. To that end, today we begin what might be a wildly unpredictable week. Buckle up.

AlgoWorld

In AlgoWorld, the actual data is insignificant. All that matters is the printed headline that forces the HFTs into some wild and crazy (over)reaction. In this context, today's "market" reaction to the latest retail sales and PPI numbers is not surprising in the least.

Fast Market

Things are getting really interesting, really quick as currency liquidity issues shake the global markets in a manner almost identical to January of last year.

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