TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Thursday Conversation podcasts usually come out most weeks.

TFMR Podcast - Friday, June 2

Friday, June 2, 2023 - 5:34pm

Oh boy, oh boy. Another BLSBS Friday Beatdown as the "jobs report" has now managed to "beat expectations" for a truth-defying, fourteenth consecutive month. And here's a fun fact...Comex gold is now up $135 year-to-date even though the combined losses of the six BLSBS Fridays thus far total $91...

TFMR Podcast - Thursday, June 1

Thursday, June 1, 2023 - 5:08pm

Rate hike expectations are receding, nominal rates are falling, the POSX is tumbling and the Comex PMs are rallying. Sounds good, right? Yes, it does. However, tomorrow brings another BLSBS and, if birth-death history is any guide, then we should expect the 14th consecutive "beat of...

TFMR Podcast - Wednesday, May 31

Wednesday, May 31, 2023 - 1:00pm

Today was a very interesting day but, really, it was just a warmup for what will be two very volatile days to wrap up the week. As preparation, please be sure to give this podcast a listen.

As you've no doubt seen, prices have been volatile today. Spiking higher, plunging lower....

TFMR Podcast - Tuesday, May 30

Tuesday, May 30, 2023 - 5:33pm

It's always fun to have a Monday holiday as it makes the new week start on Tuesday and Friday seems that much closer. Between now and the end of the week, however, there's all sorts of stuff to drive the Comex PMs so please come on in and have a listen to today's podcast.

For today, a...

TFMR Podcast - Thursday, May 25

Thursday, May 25, 2023 - 4:13pm

With prices being down every day this week, the best thing we can say about tomorrow is that it's a Friday before a 3-day market holiday weekend. Can prices recover a little bit before the weekly close? Yes, they can...but much will be determined by the reaction to the massive economic data...

TFMR Podcast - Wednesday, May 24

Wednesday, May 24, 2023 - 5:45pm

It's great to be back at Turdfork but it's definitely not great to have to watch another day on endless selling pressure on the Comex digital metals. It's like February in May!

However, this certainly leaves us with no shortage of stuff to discuss so let's dive right in. These four...

TFMR Podcast - Monday, May 22

Monday, May 22, 2023 - 5:59pm

The new week begins with renewed selling pressure as many of the same shorts that just got squeezed last Friday appeared to gradually reestablish positions today. Will they get squeezed again this week? Probably...but not without first moving prices back down toward what might become double...

TFMR Podcast - Thursday, May 18

Thursday, May 18, 2023 - 5:07pm

The best thing we can say about this week is that it's almost over. To that end, today let's try to summarize where we are and what has changed over the past two weeks.

It was just two weeks ago that Jerry seemed lost, rate hikes were finished and the regional bank crisis was worsening...

Wednesday Conversation - Mickey Fulp

Wednesday, May 17, 2023 - 3:00pm

Here's your Thursday conversation...recorded on Tuesday and posted on Wednesday.

Our old friend, Mickey Fulp, has been a terrific and independent voice in the mining sector for years. Like all of us, though, he has grown frustrated and a little disillusioned at the junior resource...

TFMR Podcast - Tuesday, May 16

Tuesday, May 16, 2023 - 5:25pm

It was a No-Fun Tuesday as relentless selling pressure brought about that same old, 45-degree down angle for price. How come we never see any day-long, 45-degree up angle patterns? know why. For today, it's just another day in the barrel as we wait out The Fed in...