TF Metals Report Blogs

Rodin Would Be Proud

Thursday, August 23, 2018 - 11:24am
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33

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
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19

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

Fallout

Wednesday, August 22, 2018 - 10:22am
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25

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
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29

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
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26

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
53

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
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66

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
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49

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
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16

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

Even Worser

Tuesday, August 14, 2018 - 8:35am
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25

Yesterday's price smash has left many legitimately wondering if this latest siege will ever end.

A New Week, Another Commodity Smash

Monday, August 13, 2018 - 9:12am
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41

It appears that we have another general commodity liquidation on our hands this morning as Comex precious metal prices make new 2018 lows.

Deja Vu All Over Again

Friday, August 10, 2018 - 10:47am
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34

It was late June and early July when we first began to discuss the similarities of summer 2015 and summer 2018. Looks like today may be a good time to go back and revisit some of those posts.

Nowhere Fast

Thursday, August 9, 2018 - 10:28am
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25

Once again today, it seems that no economic news...neither good nor bad...can spark any volatility in the Comex metals.

This I Don't Understand

Wednesday, August 8, 2018 - 10:40am
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33

As if there wasn't already enough to worry about.

Some Days Are Better Than Others

Tuesday, August 7, 2018 - 11:05am
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28

And this is another one of those days after four straight months of nearly unprecedented weakness in Comex Digital Gold.

Controlling Interest

Monday, August 6, 2018 - 11:08am
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34

The new week begins with the same, single factor seeming to have a controlling interest in Comex gold.

All That Glitters Is Hope

Friday, August 3, 2018 - 11:54am
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38

A surprise announcement today from the PBOC has provided our first glimpse of hope for a turnaround in the Comex precious metals.

Ahead of The BLSBS

Thursday, August 2, 2018 - 10:40am
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14

Back in the day, this was "the most important datapoint of the month" as CNBS mouthpieces breathlessly awaited the latest report from Hampton Pearson at the Labor Department. Now, yawn. Nobody cares.

The Upside of a Yuan-Gold Peg

Wednesday, August 1, 2018 - 11:18am
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41

So far, all we've seen is downside and negatives from the apparent linkage of the CNYUSD and Comex gold. Could there be a positive resolution by the time this all finally plays out?

Looking Back, Looking Ahead

Tuesday, July 31, 2018 - 11:18am
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27

Now that we're back in the office, we can review the most recent CoT report to discover some historic anomalies. The question is, are these CoT changes the cause or the effect of this most recent price decline?

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