TF Metals Report Podcast

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...

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...

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....

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...

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...

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...

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...

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...

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...

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?

Well...you know why. For today, it's just another day in the barrel as we wait out The Fed in...