TF Metals Report Podcast

I'm not sure there's much more to say than let's just put this day behind us and try to go enjoy the weekend.

Wow, that was nasty. Worse, I have little doubt that we are in for more net selling over the next few weeks as price gets pushed lower and Spec money is washed out. Yuck. Three...

Our friend, Steph, stops by today to share her thoughts on the current macro environment, which appears to be rapidly deteriorating. If that's the case, the implications for monetary policy are myriad and Steph provides a full analysis. You should be sure to listen.

As always, these...

Today brought a decent bounce for an odd set of reasons. In the past, the Comex PMs would rally on weak economic news and sell off on strong news. However, in 2024, the opposite sentiment is prevailing and the PMs rally on strong economic news. Weird, huh? Let's talk about that today.

...

Your host has had a long and consistently frustrating day. In the past, days like today have ended with a bit of "venting" in the podcast and today, for the first time in a while, your host "vented". Nothing too profane and nothing unwarranted. However, you might want to use your computer...

After the month-end beating they took back on Friday, the Comex PMs bounced back today, helped along by some more lousy economic data and a dramatic cut to the Q2 GDP forecast from the Atlanta Fed. Tomorrow brings the latest JOLTS data and, should it be weak, we might see an extension of today'...

Over the last few years, we've profiled a few lithium companies in the space and the energy metals sector continues to be of interest. The search continues for excellent resources in solid jurisdictions and I have a new company for your consideration today.

Campbell Becher is CEO of a...

It has almost been a great month. Almost. Maybe by tomorrow, it will be a great month but we must see through the day first. Watch prices tonight in Shanghai. If they can hold firm, then it is very likely that Friday will bring a new monthly closing high for gold and an 11-year closing high for...

It is a crazy busy day, sandwiched inside a crazy busy week. As such, here's your daily podcast, recorded and posted earlier than usual.

And what an interesting day we're having in the Comex PMs. If you haven't yet read this morning's summary, please do. I try to explain how and why...

The holiday-shortened week kicks off with both Comex precious metals continuing the bounce back that began late Sunday and early Monday. The question is...How sustainable is this bounce and can/will it lead to new highs, particularly in CDS? Let's discuss that today.

So, anyway, it's...

It's a three-day market holiday weekend in the US as we celebrate Memorial Day and the beginning of summer. All US markets are closed today but here's some audio that you're going to want to hear.

Did you know that New Zealand has a rich history of high grade gold mining? I didn't......