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, March 22

Wednesday, March 22, 2023 - 4:42pm

The Fedlines came and went then Jerry rambled on. However, all of this was upstaged by a late day appearance by Mother, who proceeded to spook the stonk market with some comments that seemed to directly contradict the "assurances" she gave just a few days ago. What does this all mean? That...

Explaining The CoTs

Wednesday, March 22, 2023 - 10:57am

As we eagerly await "THE MOST IMPORTANT FOMC DECISION OF ALL TIME!!!", I figured that today might be a great day to go over the CoT reports again. Why? They usually come out late on Friday and they are usually discussed at the end of a very long weekly wrap-up podcast and I probably rush...

TFMR Podcast - Tuesday, March 21

Tuesday, March 21, 2023 - 5:36pm

A very crazy week continues. However, your host is somewhat surprised that he was able to pull it together into a reasonably coherent and helpful podcast. It's pretty thorough and more lengthy than usual so please give it a listen ahead of what will be a volatile and eventful Wednesday....

TFMR Podcast - Monday, March 20

Monday, March 20, 2023 - 5:12pm

As what will be a crazy, news-filled week begins, it was somewhat challenging to get my head around things. As such, please bear with me as we sort through the day's events and attempt to get grounded ahead of Wednesday's FOMC.

Many thanks again to all of you for your support and...

TFMR Podcast - Friday, March 17

Friday, March 17, 2023 - 5:44pm

Oh boy, well, who's ready for the weekend? I'm not sure there's going to be much rest and relaxation on my end but I would strongly encourage you to step away until Sunday and catch your breath...but only after you listen to this podcast, of course.

For today, just a general discussion...

Thursday Conversation - John Titus

Thursday, March 16, 2023 - 3:12pm

John Titus has been a friend of the site for quite a while but we've not had an opportunity to visit with him for a couple of years. We fix that issue today and what great timing! With all of the current banking "stress", I can't think of a better guest for this week's Thursday Conversation....

TFMR Podcast - Wednesday, March 15

Wednesday, March 15, 2023 - 1:05pm

It's a crazy day in CrazyTown so we have this crazy podcast...recorded and posted a little earlier than usual. Please be sure to have a listen.

For today, a futile attempt to summarize all that is going on in the general discussion part of the show. And things are moving so fast, it's...

TFMR Podcast - Tuesday, March 14

Tuesday, March 14, 2023 - 5:13pm

We survived the latest CPI report with most of our gains from yesterday intact. But again and as always, it's not how you begin the week that matters. To that end, let's look ahead to tomorrow and see what comes next.

What comes next is another 8:30 ET data dump of PPI, Retail Sales...

TFMR Podcast - Monday, March 13

Monday, March 13, 2023 - 5:00pm

We have certainly been born into interesting times...and today was one heck of an interesting day! But what does it all mean and how can we begin to plan ahead for the remainder of this year and next? Let's talk about that today.

You won't be surprised by the primary points of this...

TFMR Podcast - Friday, March 10

Friday, March 10, 2023 - 5:19pm

Well, what a week we had. Some of it played out as expected, some of it did not. And now, how about a good old fashioned banking crisis? I didn't have that on my bingo card for the week. Did you?

What a day. And what a week to come with CPI and who knows what else in regards to bank...