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TFMR Podcast - Friday, February 14

Friday, February 14, 2025 - 6:00pm
17

If you wind the clock back about 100 hours, then you'll recall that we began the week by emphasizing the old TFMR adage about the end of the week being more important than the start. And after a Bank Special today, we're reminded again of that adage's power.

You see, if I had told you...

Pre-Holiday Friday

Friday, February 14, 2025 - 9:36am
By
14

It's the Friday before a three-day, US market holiday weekend so you know what that means....a flurry of Bank-driven activity up to and through the PM Fux and then an increasing amount of AlgoHell as human traders evacuate their desks in order to get an early start to the weekend. So far today...

TFMR Podcast - Thursday, February 13

Thursday, February 13, 2025 - 6:11pm
17

An exceptionally busy news day for the PMs, all the way through the Globex close with major miner earnings reports adding to the workload. As such, this podcast was slightly delayed and longer than usual.

So let's just dig right in and to get this posted as quickly as possible....

None Shall Pass

Thursday, February 13, 2025 - 11:02am
By
16

After a rally in the China session, it appeared as if Comex Digital Silver was finally ready to take another stab at the $33 level. At least it appeared that way. However, after a high tick of $32.98 it was straight back down and now, here we sit, wondering if/when that level will finally be...

TFMR Podcast - Wednesday, February 12

Wednesday, February 12, 2025 - 6:08pm
15

Stagflation is the word of the day today after a much hotter-than-expected CPI report reminded us that stagflation was always the expected outcome, we just have to wait for it to appear. Here we are?

So for today, let's expand on that idea and what the consequences might be for...

Hot, Hot, Hot

Wednesday, February 12, 2025 - 11:02am
By
13

​Today's CPI report came in much hotter than expected and it has sent some markets reeling as prospects for future fed funds rate cuts are dimming. Curiously, though, the Comex PMs bounced nicely after an initial plunge.

We might as well start with that CPI. Not only did it come in...

TFMR Podcast - Tuesday, February 11

Tuesday, February 11, 2025 - 5:10pm
12

Here's an oddity for you. Comex gold and silver did great today...as long as the Comex was open. Where it got worked backward was during Asian and London hours as well as the afterhours Globex in the U.S. A weird day and certainly not something I expect to see become the new normal.

...

Along Came The Hammer

Tuesday, February 11, 2025 - 10:58am
By
14

The Tuesday trade got off to a fast start last evening in Asia/China with both digital metals rallying nicely. In fact, at one point CDG was up over $30. But then here came The Hammer.

In hindsight, maybe the smash was related to news of an impending hike in margins in Shanghai? Maybe...

TFMR Podcast - Monday, February 10

Monday, February 10, 2025 - 5:07pm
11

It was a great start to the week. Comex gold was up 1.6%! The GDX was up3%! Crude oil was up 2.1%! Copper was up 2.4% and at its highest level since late May! Meanwhile, Comex silver was....Did I happen to mention that it was a great start to the week in everything but silver?

As such...

How You Begin The Week

Monday, February 10, 2025 - 11:00am
By
16

You know the old adage so let's not get too carried away today as the price of Comex gold surges past $2900. But it certainly is exciting and we can begin to anticipate the headlines as CDG approaches and surpasses the key psychological level of $3000 in the days/weeks ahead.

Again,...

TFMR Podcast - Friday, February 7

Friday, February 7, 2025 - 5:42pm
18

A very frustrating day brings a very busy week to a close. Was it a good week? Of course! The gold price was UP over $50 with the GDX up 5%. But the way it all ended, with CDS daring to break the $33 cap and then getting smashed for 3%, leaves your host in a bitter and sour mood.

So,...

Very, Very Busy Friday

Friday, February 7, 2025 - 11:14am
By
12

So much going on today that it's difficult to keep up. We'll give it a try, though, as events, headlines and headlines move very quickly.

Where do we start? Rather than chronological order, I guess we'll begin with the economic news. The BLSBS print came in below expectations. So there...

Thursday Conversation - David Jensen

Thursday, February 6, 2025 - 2:49pm
With
18

Few people on earth understand the precious metals markets as well as David Jensen. As such, with all of the current physical stresses we are seeing in gold and silver pricing scheme, I thought it would be a great idea to have David in as this week's podcast guest.

And those stresses...

Pre-BLSBS Thursday

Thursday, February 6, 2025 - 10:30am
By
10

Comex PM prices are down a bit today after falling back yesterday from some overbought conditions and easily-identifiable resistance levels. The POSX has bounced a bit, too, which is driving some algo selling on a relatively light volume Thursday ahead of another BLSBS Friday.

That...

TFMR Podcast - Wednesday, February 5

Wednesday, February 5, 2025 - 5:36pm
19

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

Tuesday, February 4, 2025 - 6:17pm
14

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...

JOLTS Tuesday

Tuesday, February 4, 2025 - 11:06am
By
13

Jerry has told us that The Fed is focused upon the employment data and the economic data this week is focused upon employment. If that sounds like a recipe for volatility, it is! The good news is that today's first datapoint, the JOLTS report, came in lighter than expected and provided a boost...

TFMR Podcast - Monday, February 3

Monday, February 3, 2025 - 4:22pm
15

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...

An Exceptionally Busy Week

Monday, February 3, 2025 - 10:51am
By

Oh boy, are we ever off to a hot start this week. By the time of our Friday podcast, we knew that tariffs on Mexico and Canada were coming, we just didn't know the details yet. Once those details were made known, the resumption of futures trading last evening became "must see TV" and the...

TFMR Podcast - Friday, January 31

Friday, January 31, 2025 - 5:43pm
26

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...