TF Metals Report Blogs

The Waiting

In honor of the late Tom Petty. Seems appropriate.

The waiting is the hardest part
Every day you see one more card
You take it on faith, you take it to the heart
The waiting is the hardest part

Comex Silver "Deliveries" Surge In September

Though Comex metal "delivery" remains a sham and circle jerk where The Banks simply shuffle paper warehouse receipts and warrants, we thought the latest totals for September were noteworthy enough to bring them to your attention.

Golden Week Begins

The past several years have seen declines in digital metal prices while the Chinese have been closed due to the observance of their "Golden Week" holiday. With all that's scheduled for later this week, it's difficult to see how this trend doesn't continue in 2017.

Let's Wrap The Week

As of early Friday morning, it appears that price will limp in with a small decline for the week...which is certainly better than a large decline! And now we can set out sites on next week and Q4.

Muddling Through

Even though we're stuck in another Spec rinse cycle, it's important to note that Comex gold is still up $135 year-to-date or about 11.7%. For what it's worth, this is almost precisely the same YTD gain as the S&P500.

If You're Planning Dinner While On The Way Home, Who Is Driving the Car?

Winning at trading is one of the pinnacles of achievement and the majority of trader-investors try and fail in their attempt. But some of those we use the term "Master Traders" talk to us in terms of Zen, Inner Mind, Psychology, and Sentiment. Why are they talking like this instead of using news cycle terminology, or economics terminology? What are they trying to tell the beginner? And ..when they do tell it, why is their message so difficult to accommodate into our financial worldview? Why do beginners embrace bad information and keep going back to the same sources?

Some ideas on this from Argentuis Maximus.

This Week With Batchelor-Cohen

In this week's episode, John and Steve trace the origins of the Trump-Russia story and connect the dots to The American War Party's rush to exacerbate The Cold War with Russia.

When It's No Fun Getting It Right

Two weeks ago, we began warning that the next "two steps back" part of the pattern had arrived and that Comex Gold would soon fall sharply as the USDJPY charged toward 114. Well...nuts...here we are.

Full Frontal

Sometimes it seems remarkable that we can still be surprised by the action in the gold "market". For example, do you recall the discussion back on Friday about Oct17 options and $1300?

Vital North Korea Background Info

I've been practically begging everyone to watch this special on North Korea from CNN's Will Ripley. It's now available via YouTube and, given today's events, you should be sure to watch it as soon as possible.

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