TF's Contributions

Rollback Thursday

The more things change, the more they stay the same.

Thursday, March 21, 2019 - 10:24am

Following CGP's capitulation yesterday, the price of gold exposure hit $1320 overnight. But then the POSX began to rally and The Banks took over. And now we're back to $1314. This is still positive, however, and certainly preferable to the alternative.

Here's your main culprit and we...

TFMR Podcast - Wednesday, March 20

Wednesday, March 20, 2019 - 5:18pm

Following in the footsteps of the ECB, the Fed capitulated today and thereby removed any doubt that 2019 is shaping up to be just like 2010.

The two main takeaways from today are:

  • The Fed is no longer anticipating a single rate hike for 2019
  • The Fed will
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Must Listen Batchelor-Cohen

PLEASE be sure to listen this week.

Wednesday, March 20, 2019 - 12:55pm

We've been posting these weekly podcasts for over five years now and each week we exhort you to listen. Well, this week we REALLY mean it. If you want a fair and objective explanation of HOW the New Cold War has driven us to a VERY dangerous place, this is the podcast you need to hear....

Some Pre-Powell Thoughts

What will the LIESman Shiny Head Index soar to today?

Wednesday, March 20, 2019 - 10:49am

There's not much to add this morning as the remainder of this week will center around Chief Goon Powell and his Fedlines this afternoon.

As we've discussed for weeks, there is ZERO chance of a fed funds rate hike this afternoon and all of the action will center around the verbiage of...

TFMR Podcast - Tuesday, March 19

Tuesday, March 19, 2019 - 5:24pm

Another day is put behind us and now we can finally focus upon CGP, his FOMC and tomorrow's Fedlines.

After a general discussion regarding what the rest of this week may hold, we head to the charts. But first, please be sure to check these two links:

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Uptick Tuesday

A small rally on Day One of the March FOMC.

Tuesday, March 19, 2019 - 10:29am

The Comex metals are higher today as Chief Goon Powell kicks off his quarterly clambake. While this is nice, and certainly better than the alternative, it's just noise ahead of the market reaction that will follow tomorrow and Thursday.

But don't get me wrong. All upticks are welcome...

TFMR Podcast - Monday, March 18

Monday, March 18, 2019 - 5:11pm

The week begins quietly will all carbon-based and algo-based traders focused solely upon Wednesday's Fedlines and press conference.

As such, today's podcast struggles for material to cover. But there are at least a few items of interest ahead of the Fedlines so we begin by asking you...

Fed Week

Hippity, hoppity. CGP is on his way.

Monday, March 18, 2019 - 10:55am

Here comes Chief Goon Powell, in all his glory. Between now and Wednesday there will be some ups and some downs but the real action won't get going until we see those mid-week Fedlines.

In the meantime, I guess it's nice to see green prices on a Monday morning. That's better than the...

Another Look at OneGold

This innovative investment product deserves your attention.

Saturday, March 16, 2019 - 12:15am

Many of you have already taken advantage of the benefits offered by OneGold, the innovative new product that is a joint venture from APMEX, Sprott Money and the Royal Canadian Mint. Here's another update from Ken Lewis, the CEO of APMEX.

Over the course of this call, I first ask Ken to...

TFMR Podcast - Friday, March 15

Friday, March 15, 2019 - 5:26pm

It's good to have this week behind us and now we can begin to look ahead to next week and the March FOMC. In the short term, we can also look ahead to some green beer and Irish whiskey!

But before St. Patrick's weekend can begin, we need to review the charts. First, both the 2-year...

The Ides of St. Patrick

Beware of Triple Witching and too much green beer.

Friday, March 15, 2019 - 10:30am

"Beware Triple Witching Expirations" would be a modern warning to Julius Caesar. But, with the economic data continuing to be miserable, all of us here have nothing to fear as the week looks to end on an UP tick.

After the shenanigans of yesterday, we discussed the idea that a rebound...

TFMR Podcast - Thursday, March 14

Thursday, March 14, 2019 - 4:22pm

There's not much to add that hasn't already been covered today...but we'll give it a shot.

We begin by asking you to review these three links:

More Than Expected

Three steps forward...

Thursday, March 14, 2019 - 10:53am

In yesterday's podcast, we discussed the likelihood and necessity of a short term pullback ahead of next week's FOMC. Well here we are. We weren't expecting $15, however, but I guess that's not surprising, either, given the massive increase in open interest this past week.

And The...

TFMR Podcast - Wednesday, March 13

Wednesday, March 13, 2019 - 5:55pm

It was another solid day for the Comex metals but a late day spike in yields leads us to wonder if we might give back a little tomorrow.

However, I'm all for going sideways here as we prepare for next week's FOMC. Too much bounceback...gaining back ground too soon...can lead to short-...

This Week's Batchelor-Cohen

An honest discussion of Russiagate and the New Cold War.

Wednesday, March 13, 2019 - 4:12pm

Your weekly podcast is once again a must listen episode.

A slightly different format this week as Monica Crowley and Christopher Cox join John Batchelor in questioning Professor Cohen and discussing the dangers of "Russiagate" and the New Cold War.

This is a very helpful and...

Rolling Rebound

But don't be surprised if The Banks soon fight back.

Wednesday, March 13, 2019 - 10:44am

Prices continue to recover from last week's lows and CoT wash. We hope to extend further from here in preparation for next week's FOMC and CGP press conference.

Isn't it nice to check your prices first thing in the morning and see green instead of red? It always feels like good things...

TFMR Podcast - Tuesday, March 12

Tuesday, March 12, 2019 - 4:55pm

It was an eventful day with more bad economic news, another Brexit vote failure and sharply falling interest rates. No wonder that Comex precious metal prices rallied despite the best efforts of The Banks.

After a general discussion, we proceed to the charts. First a look at the...

More Comex Games

The outrage of fake gold and digitial derivative pricing.

Tuesday, March 12, 2019 - 11:16am

After successfully capping silver through the issuance of 35,000 Comex Digital Silver contracts in February, The Banks are now attempting the same trick in Comex gold. Will they be successful in keeping price below $1300?

"Probably not" is the answer. Even though The Banks have now...

TFMR Podcast - Monday, March 11

Monday, March 11, 2019 - 5:28pm

The week gets off to a comical start as more terrible US economic data sends the stock market soaring while Comex gold and silver are shoved backward.

We begin today with a discussion of these four links:

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Fighting The Fight

It's going to be a long week.

Monday, March 11, 2019 - 10:42am

A new week begins and the fight continues. We had a decent bounce back on Friday but, as we expected, The Banks are continuing to stymie price near $1300. This sets up a long week of economic data and other news, all while we struggle for every up tick.

The economic data today was the...