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 - Wednesday, February 5

We discussed RSIs and momentum in yesterday's podcast and that seemed prescient today and it seemed that both CDG and CDS ran out of gas a little today. Nothing terrible but it left both subject to a midday airpocket smash that pushed prices back below what are seemingly important psychological...

TFMR Podcast - Tuesday, February 4

Another solid day for the Comex PMs after the JOLTS report disappointed, leaving many to wonder if Friday's BLSBS is going to disappoint, too.

It's late so I'm moving to post this as quickly as possible. I'm going to be tied up tomorrow morning so your next post will be a podcast...

TFMR Podcast - Monday, February 3

The week is only 20% over but it feels like we've already seen enough volatility and headlines to fill an entire workweek. And now the ploy thickens as the Chinese return from their New Year holiday and the economic calendar heats up, too, with the latest JOLTS report on Tuesday.

For...

TFMR Podcast - Friday, January 31

A crazy week comes to an end but you ain't seen nothing yet. Every day next week brings important economic data and there are about 12-15 Goon appearances, too. On top of that, who knows how this whole physical shortage issue will continue to play out.

So let's take some time today to...

TFMR Podcast - Thursday, January 30

It was another wild day as prices rose steadily in clear violation of The NEEEE Rule. But there's good reason for Comex prices to be rising as it's clear that London is having serious trouble making timely delivery of gold.

If settlement is supposed to be 2-3 days and not 4-8 weeks,...

TFMR Podcast - Wednesday, January 29

We survived another Fed Day as the January FOMC ended with no change in the fed funds rate and a wishy-washy set of Fedlines and comments form Jerry. All in all, a good day and now we wait to see how we finish the week.

We try to make sense of it all in this podcast and we start with a...

Discussing EFPs, Spreads and Physical Demand with Andrew Maguire

With

Twice in the past six weeks, we've watched the spread between spot and front month futures blow out to curiously high levels. The accepted narrative for the cause of these unusual occurrences is that possible Trump tariffs are leading to concerns over metal availability in New York. OK, maybe....

TFMR Podcast - Thursday, January 23

The PMs bounced back nicely today from the earlier selloff and though they Bothe finished in the red, it sure could have been a lot worse. So now please take some time to listen to today's podcast as tomorrow promises to be the most volatile day of the week and you need to be prepared....

TFMR Podcast - Wednesday, January 22

With

It was such a boring day that there was no way I was planning a 20-minute podcast. But here we are. As we await the "JFK files", at least this podcast might help you to kill the time.

For today, these two links:

  • ...

TFMR Podcast - Tuesday, January 21

The week starts off with a bang after a big drop in the POSX leads to some nice buying in the Comex PMs. Nothing too substantial just yet however, IF the POSX keeps falling, we could be set for a very nice tailwind for a few weeks so let's take that as a starting point for today's podcast....

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