TF Metals Report Blogs

More CoT History On Deck

Wednesday, September 5, 2018 - 10:36am

Another potentially "historic" CoT report will be coming this Friday. Of course the question is, does it matter?

Guest Post: "10 YEARS LATER – NO LESSONS LEARNED", by Jim Quinn of The Burning Platform

Tuesday, September 4, 2018 - 10:49am

Our friend, Jim Quinn, has written another excellent summary of where we've been, where we are and where we're going.

Worser Still

Tuesday, September 4, 2018 - 10:37am

The Comex Digital Metals are once again under extreme pressure today and Comex Silver has taken another fifty cent stair down. Whats' next? A test of what has long been considered the "bear market lows" of December 2015 appears to be right around the corner.

Working For The Weekend

Friday, August 31, 2018 - 9:45am

At this point, it certainly appears that we'll have to wait until next week for any resolution to the question of whether or not Comex gold prices have bottomed and turned.

Emerging Market Meltdown Continues

Thursday, August 30, 2018 - 11:03am

Just when it appeared that the Comex metals were poised to finally confirm a breakout, the stress of the emerging markets takes center stage again today.

Holding Ground

Wednesday, August 29, 2018 - 10:34am

Comex gold is trading sideways today and, as strange as this may seem, that's actually pretty good news. It now becomes pretty important to see where we end the week before the 3-day market holiday weekend.

On With Reluctant Preppers

Wednesday, August 29, 2018 - 9:32am

Back on Monday, we had the opportunity to discuss de-dollarization and all of the other risks to the US$. Given that this was also a prominent theme around here yesterday, I though that this interview deserved its own thread.

Batchelor and Cohen Look Ahead

Wednesday, August 29, 2018 - 9:20am

With the US mid-term elections looming in 70 days, John and Steve look ahead to what we can expect in terms of Russian "meddling" and other distractions from The New Cold War.

The Dedollarization Bandwagon

Tuesday, August 28, 2018 - 10:49am

Actions by the US to enforce sanctions and tariffs against OBOR countries are beginning to get noticed across the financial media and the pace of de-dollarization appears to be accelerating.

Holiday Week

Monday, August 27, 2018 - 10:29am

It will be a low-volume, volatile week as the few carbon-based traders that remain celebrate the end of summer with a few days off. And it's an important week, too, after last Friday's upward break of the trendline that has contained Comex gold since April.

Chief Goon Powell Sparks A...Rally?

Friday, August 24, 2018 - 10:53am

You can't be faulted for feeling that the world is entirely upside down, especially when a Fed Head Jackson Holedown speech actually helps to add fuel to a rally in the Comex metals. There's a first time for everything, I guess!

Rodin Would Be Proud

Thursday, August 23, 2018 - 11:24am

Spending a lot of time in thought this morning. Not specifically about price and the yuan etc etc...instead focusing on The Big Picture. Let's see if we can summarize some stuff into this post.

Another Batchelor-Cohen Update

Wednesday, August 22, 2018 - 10:44am

Another thought-provoking discussion last evening with John and Steve. Please be sure to listen.


Wednesday, August 22, 2018 - 10:22am

The POSX continues to fall today as the political environment in the US turns even hotter. Can this eventually lead to new lows for the dollar, an ease in the CNY devaluations and a rebound in Comex gold?

Why We Are Where We Are

Tuesday, August 21, 2018 - 11:15am

Comex gold actually reached back above $1200 overnight before being worked back lower by The London Monkeys. It's not more than $30 off last Thursday's lows but definitely not yet out of the woods.

Peak Spec Positioning

Monday, August 20, 2018 - 10:55am

It's not just Comex gold where we have record Speculator short extremes. The Spec crowd is also at extremes in shorting bonds, long the POSX and long the S&P. Does this seem like a Bank set-up to you, too?

Getting richer panning for gold

Sunday, August 19, 2018 - 10:07am

4:30 AM came early for this would be prospector. But I arose, made some strong coffee, and tried to wake up while catching up on the overnight posts at TFMR. I crawled in my truck, which had been loaded with shovels and buckets and rubber boots the night before, and headed south to the Goldfields near Prescott AZ. After a 2 Hour drive, I met one of my buddies, we’ll call him “Stumpy.” We planned this prospecting trip to get rich.

Some Very Long-Term Charts

Thursday, August 16, 2018 - 9:53am

After the week we've had, we might as well assess the state of the monthly charts.

Seemingly Endless

Wednesday, August 15, 2018 - 8:07am

The POSX keeps rising, the yuan keeps falling and there is seemingly no end in sight for the freefall in Comex Digital Gold and Silver.

JBSFC Return

Wednesday, August 15, 2018 - 7:16am

After a two week layoff, Batchelor and Cohen returned last evening with a thorough update of the latest events in the New Cold War.

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