TF Metals Report Blogs

Sizing Up The First Half

It's halftime for 2017 and as we look at the score over the first two quarters, we see that Team S&P is tied with Team CDG, with both up 7-8% YTD. As with any game, the real action is in the second half and that all kicks off next week.

Farce

So the final Q1 GDP number is goosed higher through an imaginary category of "Recreational Goods and Vehicles". This causes the USDJPY to spike which, in turn, causes the price of Comex Digital Gold to tumble. If you can't recognize this as a total farce and sham, I'm not sure there's much more that can be done for you.

POSX Continues to S(t)ink

As the US Dollar Index makes new lows for 2017, some are surprised that the Comex Digital Metals aren't charging higher. For an explanation, one simply needs to understand the HFT drivers that move price on a daily basis.

A New Batchelor-Cohen Podcast

John and Steve returned last evening with another comprehensive update on The New Cold War. You won't find a discussion this thorough anywhere else in the western media so please be sure to give this a thorough listen.

The Count Emerges

Some mutterances from Count Draghi this morning have sent the POSX to near 2017 lows and this certainly continues the trend of a falling dollar in 2017.

Welcome Back

The week begins with a deliberate, London Monkey price smash that blew out all of the paper gold liquidity early this morning. Though price has since recovered somewhat, the stage is set for an uphill battle that will last through Friday.

Do Gold Mining Stock Prices Follow Cycles?

Argentus Maximus writes: Newmont is due to make a cycle low between 2015 and 2017. It might have already done so, but if it hasn't, there might be a buying opportunity during the latter part of this year, say the coming 12-18 months. Do your own due diligence!

A Turdless A2A

Pining emailed me the other day and suggested we get on the phone and chat about metals and preperation stuff for a while so that Turd can more thoroughly enjoy his vacation. Since we are both teachers, off for the summer, and with plenty of time to kill, it seemed like a good idea. Here is what happened...

Off the Deep End

In late October of 2016, I foolishly posted my reasons for voting for Trump on Facebook for all my friends & family to read. They did. And they proceeded to beat the hell out of me, or stand by and watch. No doubt most thought, “Don’t know what’s wrong with that boy.” “He’s gone off the deep end”

Guest Post: "Regarding Bank Bail-Ins", by James Gibson

Longtime Turdite James Gibson is author of the great book, "From West To East". He also just sent us this terrific new article which discusses the history of the Cypriot bank bail-in of 2012 and warns of future bail-ins to come.

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