TF Metals Report Blogs

Washout?

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Both digital precious metals dumped really hard in the overnight, not long after the AM Fux, during the London Monkey session. This is the sort of washout low that we've seen mark bottoms in the past and so the hope this morning is that prices will now finally begin to stabilize after a week...

CPI Wednesday

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The latest update on consumer price inflation in the US was released this morning and though some components came in a tick higher than expected, the relative calm of the report has allowed the Comex PMs to continue to bounce and recovery that began yesterday.

Of course, the question...

Seeking Some Stability

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Yes, seeking some stability in more ways than one on this fine, late autumn morning. My current view is from a coffee shop, across a parking garage and above the mostly barren trees. The scenery is OK, just like the scenery of a commodity board that, like me, could use a respite.

If...

Guest Post: "Prime Rate and Treasury Rate Divergence", by AGXIIK

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The U.S. government offices and banks are closed today in observance of Veteran's (Armistice) Day. As such, it seems a perfect occasion for this discussion of interest rates from our friend, AGXIIK.

"Prime Rate and Treasury Rate Divergence", by AGXIIK

This...

TFMR "Podcast" - Friday, November 8

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The week comes to a dreary end as a renewed rally in the POSX drains all the energy from the commodity complex and creates a sea of red across the board. The best we can do at this point is take stock of where things stand and then prepare for another busy week to come that will be full of...

Finally Friday

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Well, we've finally made it to Friday of what we knew was going to be a crazy week. The start of this week's Hat Contest feels like ages ago...perhaps you should go back and check your guess to see if you have a chance at winning today. Either way, we all survived the week mostly intact and now...

FOMC Thursday

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In yesterday's podcast, we discussed the likelihood that the Comex PMs would bounce a little today after the extreme beating they took on Wednesday. And they have, which is nice. But the afternoon today brings some FOMC fedlines as well as a Powell presser so we'll have to wait to see if the...

Aftermath

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The U.S. election result has sent the bond market reeling and the POSX soaring. As such, you can imagine... and I'm sure you've already seen ...the reaction in gold, silver and the entire commodity complex. It's a damaging day but it's just that...a day. Let's try to assess the situation and...

U.S. Election Open Thread

Please use this thread only for U.S. election discussion.

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The past few US elections have been contentious and the effects have been felt here at TFMR. Election news overtook the daily threads and drove the conversation away from the PMs and the mining shares. In order to promote a more harmonious environment...and in order to help many of us to stay...

U.S. Election Day

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Well, we've finally made it. The best thing about today for all US citizens is that it finally brings an end to the non-stop political advertisements as well as the incessant and endless political texts and emails. Other than that, buckle in as it's likely to be a long couple...

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