TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Thursday Conversation podcasts usually come out most weeks.

TFMR Podcast - Wednesday, December 18

It's hard to believe that it was just one week ago that everything looked great for a year end rally with CDG at $2760 and CDS above $33. Now, just five short days later, and here we are at $2600 and under $30. Remarkable and brutal, all at the same time.

Jerry really did a number on...

TFMR Podcast - Monday, December 16

The new week begins quietly but don't let that fool you. It's going to get more busy and more volatile as the week continues so please be sure to listen to this podcast in preparation.

To that end, let's dig in and start with this link. We don't call it the BLSBS for nothing!...

TFMR Podcast - Friday, December 13

The old adage of "it's not how you begin the week that matters" was never more true than at present. What a drag of a week this was and next week is likely to begin as a drag, too. But maybe, post FOMC and Jerry, we'll finally get a Santa Claus rally that sticks and finish this terrific year...

TFMR Podcast - Thursday, December 12

It's pretty clear to me what's going on here so I hope I can make it clear to you, too. As such, please try to take some time to listen to today's podcast.

I have a short afternoon and an appointment with my acupuncturist. More details on that as we begin the podcast. From there,...

TFMR Podcast - Wednesday, December 11

We must have had a lot to discuss today as this podcast checks in at almost 24 minutes in length. Actually, we DO have a lot to discuss today as CDG charged forward again...for the third day in a row this week...with a total gain thus far of $93. What's going on and what do we make of the crazy...

TFMR Podcast - Tuesday, December 10

Another very solid day for Comex gold with a $32 rally that follows the $26 rally of yesterday. This has left the chart looking quite favorable for a further rally as we move deeper into the month.

But first, we have to get through tomorrow's CPI and Thursday's PPI. After that, we have...

TFMR Podcast - Monday, December 9

It was a good day. A solid day. But not a great day. I'll take it, though, and I'm pretty sure that if I had told you late Friday that CDG would be up $23 today, with CDS up 86¢, you'd have taken it, too.

For today, a full summary and recap and a request that you notice that it wasn't...

TFMR Podcast - Friday, December 6

A mixed week of data and news yields a mixed bag of results. Comex gold and the GDX were down on the week but Comex silver was up and in the green. So what comes next as we move deeper into December? Well, next week brings the last batch of inflation data before the December FOMC begins on the...

TFMR Podcast - Thursday, December 5

It was a frustrating day for the Comex PMs as rates fell all day and the POSX was down almost 60¢. Nonetheless, a seeming exodus from gold futures to Bitcoin drove CDG lower and that, of course, dragged CDS down, too. A late day drop in the POSX helped CDS to finish down just 9¢, however, and...

Mid-Week Conversation - Alasdair Macleod

With

The weeks since the U.S. election have brought significant volatility to bonds, forex and the Comex precious metals. Is this all part of a new trend or an overreaction to the headlines. For some answers, I sought out my old friend, Alasdair, and asked him to weigh in on the macro trends of gold...

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