TF's Contributions

Thursday Conversation - Willem Middelkoop

Thursday, October 10, 2019 - 1:00pm

Our old friend Willem Middelkoop is a commodity fund manager, geo-political analyst and best-selling author. With all that's going on in the world, we were definitely overdue for this conversation.

As with all Thursday Conversations, I asked Will to focus on three primary topics:...

China Syndrome Worsens

Radiation poisoning preferable to watching Comex.

Thursday, October 10, 2019 - 10:16am

Sticking with the theme of the week, The China Syndrome has reached its peak intensity today as Trade War peace talks begin in Washington. But Comex gold is getting smashed so it most all be going swimmingly.

This is so freaking ridiculous that it makes ME want to...

TFMR Podcast - Wednesday, October 9

Wednesday, October 9, 2019 - 4:57pm

Trade War terrors and Trump talking tough on Turkey key a tumultuous time for timid traders.

Let's begin today with these connected items:

When QE Is Not QE

Symantic bullshit in the 21st century.

Wednesday, October 9, 2019 - 11:08am

What's that old saying about how if it walks like a duck and quacks like a duck?

I think we covered this pretty well in yesterday's podcast but just to be sure, let's try to summarize this again. Here's a tweet I sent out to the world earlier this morning:...

TFMR Podcast - Tuesday, October 8

Tuesday, October 8, 2019 - 4:27pm

It was a restless day, only to be saved by an appearance by Chief Goon Powell who proudly proclaimed that the next "large scale asset purchase program" will begin "soon".

You can read all about CGP and his plans here:

  • ...

China Syndrome

Trade War peace talks are all that matters this week.

Tuesday, October 8, 2019 - 10:06am

After getting blasted lower yesterday on Trade War Peace Talk optimism, the Comex precious metals are spiking back higher today as that same optimism fades away.

So let's start there as that's the biggest news of the day thus far...knowing full well that it could all turn around with...

TFMR Podcast - Monday, October 7

Monday, October 7, 2019 - 5:59pm

Today was full of ridiculous nonsense as The Algos bought and sold imaginary "gold" based solely upon the whims of Twitter and a few headlines. And to think that this will continue for the remainder of the week. Ugh!

Sorry for the late podcast today and since it's late...and since the...

Special Podcast: John Anderson, CEO of Triumph Gold Corp.

Monday, October 7, 2019 - 1:00pm

As you know, from time to time we like to get acquainted with industry experts and companies that deserve some extra attention. So here's another. Please have a listen to this conversation with John Anderson of Triumph Gold Corp.

Triumph looks interesting. It's based in the Yukon, it...

Trade War Peace Talks

And it's a long way to Friday...

Monday, October 7, 2019 - 10:30am

Later this week, the Trade War peace talks that were announced last month will finally take place in Washington. With a light week of economic data scheduled, these talks will be the key event of the week.

To be sure, tomorrow's PPI, the FOMC minutes on Wednesday and the PPI on...

TFMR Podcast - Saturday, October 5

Saturday, October 5, 2019 - 11:01am

It's Saturday so let's try to put last week behind us and then begin to look ahead to what will be a volatile and headline-driven week next.

For today, your exhausted host attempts to formulate a few rational thoughts in a general discussion of the week that was and the week that will...

BLSBS Nonsense

Just another day in AlgoHell.

Friday, October 4, 2019 - 10:37am

Regardless of the lousy report and the dismal hourly earnings numbers, the Comex digital metals were smashed following a magical reversal in the POSX. All in all, just another day in AlgoLand.

The headline number of the BLSBS came in below expectations at just 135,000 alleged "jobs"....

TFMR Podcast - Thursday, October 3

Thursday, October 3, 2019 - 5:09pm

Another day of dismal economic data leads to lower interest rates and higher prices for Comex gold. But tomorrow brings another BLSBS so let's watch the headlines and hope for a set of green candles on the weekly charts.

For today, a lengthy general discussion that focuses upon what's...

More Dreary By The Day

Ain't no stopping it now...

Thursday, October 3, 2019 - 10:38am

The US economic outlook has worsened considerably this week and this has led to a complete reversal in sentiment for both Comex digital metals. Of course, none of this should come as a surprise as the world continues along our 2010+9 path.

The big news today was the absolutely abysmal...

TFMR Podcast - Wednesday, October 2

Wednesday, October 2, 2019 - 5:12pm

The general trends of 2019 appear to be reasserting themselves this week and both bonds and gold are recovering the losses sustained last month. Obviously, this has significant implications for Q4 and beyond.

For today, a general discussion of the economic and "stock market" weakness,...

Reversing The Early Week

More than just a bounce?

Wednesday, October 2, 2019 - 11:09am

In what has been a rather consistent trade as of late, the Comex precious metals appear on their way toward a late week reversal of the early week trend.

By now, you all know the tried-and-true TFMR adage of "it's not how you begin the week that matters, it's how you end it". This is...

Batchelor, Cohen and "Ukrainegate"

John and Steve provide another informative podcast.

Wednesday, October 2, 2019 - 9:48am

After a multi-week absence, John and Steve returned last evening to offer a full account and history of Ukraine Crisis as well as their analysis of the latest Washington scandals.

This is a helpful podcast in that not only do Mr. Batchelor and Prof. Cohen provide background on the...

TFMR Podcast - Tuesday, October 1

Tuesday, October 1, 2019 - 4:19pm

The Comex metals finally bounced today so is that it? Have we seen the lows for this correction? Maybe. More importantly, however, we were reminded again today of why our 2010+9 thesis still holds and why much higher prices for the precious metals are most assuredly coming.

For today,...

Gradual Stabilization

After four days of forced declines, prices finally stablize.

Tuesday, October 1, 2019 - 10:37am

After nearly ten years, it's tough to come up with new thread titles but I think that's a new one. Not that the Bank raids and smashes are anything new, just the thread title.

And that's precisely what this is...a Bank raid and smash. Last night, I had to review a few of last week's...

TFMR Podcast - Monday, September 30

Monday, September 30, 2019 - 5:27pm

It was another brutal day. However, three-steps-forward-and-two-steps-back is the common pattern in precious metal bull markets so we stand ready in order to catch the upcoming low.

For today, a general discussion of the timing of this 4-day, $67 and $1.60 beatdown, understanding that...

Race To The Finish

Q3 ends and Q4 begins.

Monday, September 30, 2019 - 10:35am

Q4 begins tomorrow and it gets rolling this week with a slate full of economic datapoints and the annual Chinese "Golden Week" market closures.

Wouldn't it be interesting to be able to look ahead and see where prices will close on December 31? Not only that, where will sentiment be?...