TF's Contributions

Missed My Dip

Thursday, May 15, 2025 - 9:59am
By
11

Since CDG began to pull back sharply on Monday, I've been adamant that I was looking for a dip to buy...something that took price down to near, or just below, the 50-day moving average. As luck would have it, the dip came in the middle of the night and I slept right through it. LOL. And now, of...

TFMR Podcast - Wednesday, May 14

Wednesday, May 14, 2025 - 1:00pm
14

I don't know about you but I'm choosing to NOT sit around and stare at my screen in disgust all day. There's too much fun and happiness to be found away from the criminality of The Banks and their Comex. As such, here's an earlier-than-usual podcast.

Let's start the show with a general...

Leghound Week

Wednesday, May 14, 2025 - 10:01am
By
11

Yesterday, the Leghounds laid into us at 7:40 ET with a drop that didn't bottom until the PM Fux. Today, same time, same smash. However, they really laid into Comex silver with a disgusting display of overt price manipulation. In the end, I find it remarkable that after all of these years......

TFMR Podcast - Tuesday, May 13

Tuesday, May 13, 2025 - 5:51pm
12

The POSX reversed half of its Monday gains today and the Comex PMs played along...well, sort of...with CDS up more than 1%. However, the shares had no bid at all and struggled to remain UNCH most of the day. So let's see where this all goes tomorrow when we have a lack of scheduled news and "...

The Struggle Continues

Tuesday, May 13, 2025 - 10:25am
By
16

Lots to talk about this morning. The CPI was cooler than expected and there are plenty of other headlines. However, did you see what happened to Comex Digital Silver at about 7:40 am ET. It had once again dared to cross $33 and gain a toehold but then what do you think happened next?

...

TFMR Podcast - Monday, May 12

Monday, May 12, 2025 - 5:44pm
12

We all know TFMR Adage #1 regarding price action at the start of the week. However, today we must also consider TFMR Adage #2 about when to buy a little and when to sell a little if trading. Do you recall the part about what to do when the situation looking the most dismal?

For today,...

A Long Way To Friday

Monday, May 12, 2025 - 10:20am
By
16

Well, we're off to a a hot start this week, aren't we? Weekend news that the US and China are suspending their Tariff War for 90 days has sent the POSX sharply higher and toward that 102 target that we've been discussing and that, of course, has only served to exacerbate the selloff and...

TFMR Podcast - Friday, May 9

Friday, May 9, 2025 - 5:06pm
21

It was a crazy week. CDG was up $180 Mon-Tue but back down $117 Wed-Thu. The open interest that flowed in Mon-Tue flowed back out Wed-Thu, too. So I had no idea what to expect today but we finished with a nice gain, leaving CDG up more than 3% from the Comex close last Friday. It may have been...

Finishing On The Bid

Friday, May 9, 2025 - 10:09am
By
17

It has been a volatile week with news, both expected and unexpected, pushing the Comex PMs up and down. However, we've reached Friday morning and, with the gains seen thus far today, we're poised to paint the weekly chart with some pretty green candles.

Of course, we don't want to get...

TFMR Podcast - Thursday, May 8

Thursday, May 8, 2025 - 4:32pm
14

A nutty gold lover once said..."It's not how you begin the week that matters, it's how you end it". Another example of this is playing out before your eyes and in real time. What a difference two days can make! Monday and Tuesday were all bliss and happiness but Wednesday and Thursday have...

Goon Prep

Thursday, May 8, 2025 - 10:34am
By

It has been a lovely two weeks, especially when you consider that the traditional, pre-FOMC "quiet period" has eliminated the daily barrage of Goonspeak. However, The Goons return in full force tomorrow so let's all be sure to enjoy one more day of peace and quiet.

Unfortunately, the...

TFMR Podcast - Wednesday, May 7

Wednesday, May 7, 2025 - 5:47pm
14

Whew! We made it! The May FOMC is now behind us and we don't have to deal with another steaming pile of crap from Jerry until mid-June. That alone is reason to celebrate, regardless of today's pullback in the PMs.

And it's important to remember that, even with today's selloff, CDG is...

May FOMC Day

Wednesday, May 7, 2025 - 10:17am
By
13

The May FOMC meeting concludes today with Fedlines and a Powell presser. Not much is expected from these events and, in a way, they are a mere formality ahead of the June FOMC, which will be far more interesting.

But you never know. Maybe Jerry will surprise with something that catches...

TFMR Podcast - Tuesday, May 6

Tuesday, May 6, 2025 - 5:18pm
14

Another great day for the Comex PMs as CDG marks its 6th day in the last 19 where price was up near or more than $100. Amazing. And for once, CDS actually tried to play along, too.

The primary driver was a return from holiday by the Chinese. That got things rolling last night but, as...

The Return Of The Chicoms

Tuesday, May 6, 2025 - 10:22am
By
15

No, that's not the title of the next Star Wars movie. Instead, it's what is driving the PMs higher today. And what's that? The return of the Chinese from their five-day holiday.

Today's rally began last evening at the Shanghai open...which is 8:00 CT on the charts below....

TFMR Podcast - Monday, May 5

Monday, May 5, 2025 - 5:24pm
14

The new week begins with a complete upset of last week's bearish sentiment from those in our sector who still experience PTSD from years of Cartel bombardment. Again, though, it's a long week so let's just enjoy the day and then move on to Tuesday.

A lot of catching up to do today...

Uppo de Mayo

Monday, May 5, 2025 - 10:13am
By
12

The new week begins with a staunch rally that is being driven by a number of factors, not the least of which is the return of Chinese trading tonight. But it's more than just that and we'll try to clear the picture a little bit this morning.

So, anyway, welcome to Monday. Yours truly...

TFMR Podcast - Grizzled Vet Roundtable

Friday, May 2, 2025 - 2:00pm
24

Since I'm away from my office this weekend and unable to record a podcast today, we have this special treat for you, instead.

Whether you've been a part of TFMR for ten years or ten days, you've no doubt found that the best part of the site is the interaction between members. We have...

The BLSBS Is Still The BLSBS

Friday, May 2, 2025 - 9:34am
By
11

It seemingly doesn't matter which team is in charge of the White House as the BLSBS does its usual thing. Red Team, Blue Team...it doesn't matter. The BLSBS is going to crank out a number of "new jobs" that bolsters confidence in the US economy and today was another doozy.

I guess we'...

Thursday Conversation - Dan Oliver of Myrmikan Research

Thursday, May 1, 2025 - 2:00pm
18

It has been a crazy first third of the year. Soaring gold, unprecedented vault movements, LBMA delivery delays, massive tariffs and talk of "monetization of the US balance sheet". What does all this mean and are these events connected? That's the subject of today's podcast.

You've...