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, February 16

Friday, February 16, 2024 - 5:38pm

The week draws to a close with another strong squeezing bounce in Comex silver. Price is now $1.30 higher from the close on Tuesday, all thanks to the idiot hedge funds that once again piled onto the short side. So what can we expect from here after the 3-day weekend? Come on in and let's talk...

TFMR Podcast - Thursday, February 15

Thursday, February 15, 2024 - 5:07pm

We had a decent day as Comex silver experienced the mini-squeeze we've been expecting with price rallying over 5% in just over 24 hours. So what's next? Probably not a moonshot. Instead, let's just see what tomorrow brings and try to finish with a green candle for the week.

For today,...

TFMR Podcast - Wednesday, February 14

Wednesday, February 14, 2024 - 5:43pm

It has been a crazy messed up and surreal afternoon. So much so that I don't know where to start. As such, please be patient with this podcast.

By now, you've heard about the events in Kansas City today. LT#2 and I had considered heading there for the event but, once we heard that...

TFMR Podcast - Friday, February 9

Friday, February 9, 2024 - 5:39pm

Today turned out to be just as big of a dud as it seemed it would be this morning. A light volume trade reminiscent of the late August dog days of AlgoHell. Next week will be no such animal, however, so please give this podcast a listen in order to be fully prepared.

Also, please be...

Thursday Conversation - Shawn Kuhnkuhn, CEO of Dolly Varden Silver

Thursday, February 8, 2024 - 2:00pm

I've been a big fan of Dolly Varden Silver for quite some time. If you check my holdings in the "member only" forum section, you'll see that I'm a shareholder, too. As such, it was great fun to speak with Shawn again so that we could get some updates on the progress his company is making as...

TFMR Podcast - Wednesday, February 7

Wednesday, February 7, 2024 - 5:59pm

Today was one of those days of "much ado about nothing". All sorts of noise about CRE and regional banks and wars but very little change in our markets.

Of course, the one "market" that is moving is the stonk market as the S&P hit an intraday high of 4,999.71. Get your barfbags...

TFMR Podcast - Tuesday, February 6

Tuesday, February 6, 2024 - 6:05pm

The regional bank "crisis" in the US appears to be beginning again and maybe the question is...did it ever end? With little economic news pending for the remainder of the week, the worsening headlines for some regional banks may spark enough of a safe haven bid in the metals to turn them back...

TFMR Podcast - Monday, February 5

Monday, February 5, 2024 - 5:03pm

Given the significant moves in bonds and the POSX over the past two days, it's actually quite remarkable that CDG has only fallen $30. Further, given the incredible moves in the POSX and rate cut expectations over the past month, it's even more remarkable that CDG has only fallen by that same $...

TFMR Podcast and Roundtable Discussion - February 2, 2024

Friday, February 2, 2024 - 4:57pm

A few days ago, I recorded a roundtable discussion with a few of the grizzled veterans of this site. They had plenty to say and it was great to hear from much so that I'm making this a public thread.

So this isn't just your usual Friday podcast. On the front end, you get a...

TFMR Podcast - Thursday, February 1

Thursday, February 1, 2024 - 5:47pm

In the wake of Jerry's "a March rate cut is not the base case" fiasco yesterday, we were unsure of how the Comex PMs would respond today. As fate would have it, other actions by The Fed over the past week have served to reignite the regional bank and CRE crisis, and this has led to another...