TF Metals Report Podcast

Another reasonably dull day today with a sharp selloff following the CPI but then a gradual rebound as a recovery in the stonk market helped to drive a bid in all "risk assets" like commodities.

So, since it was a mostly uneventful session, I thought I'd keep the podcast short today...

The first two days of the week behind us and Comex gold has reclaimed all of its post-BLSBS losses from last week. Can it now hold and extend? Well, much have to do with the reaction to tomorrow's latest update on US retail inflation...the CPI.

First of all and regarding the CPI, I...

It was a mostly quiet day but it was a mostly productive day, too, with the Comex PMs managing to reclaim about half of their losses from Friday. Tomorrow may be quiet, as well, ahead of a busy Wednesday-Friday.

For today, it might seem that there wouldn't be much but this podcast...

What a crazy day this was. A horrible BLSBS. Truly horrible. All part-time jobs and no jobs for any native-born US citizens. Terrible. But that wasn't what drove the markets today. Instead, it was the growing realization (finally) that Jerry isn't (and never was) going to start his cuts with a...

Both Comex precious metals bounced back today and both are now slightly green on the week. That's nice. It's also meaningless when you consider that tomorrow is another BLSBS Friday and the fate of how sizable Jerry's first rate cut will be hangs in the balance.

For today, just simple...

Due to our semi-monthly Beer with TF happy hour, I was unable to bring you some fresh Jackass for your holiday weekend. We fix that issue today with an hour if full-on Jackass that is sure to please his most ardent supporters.

Of course, some of you are not big fans of these podcasts...

The week got off to a late start but it didn't hesitate in bringing the volatility as a note from Goldman Sachs hammered the commodities while weakness in AI and tech led to a sharp selloff in stonks. What happens next? Come on in and let's talk about it.

For today, we begin with a...

One day to go for the week, one day to go for the month. And it's going to be a busy day, too, with the latest PCE, the final PM Fux and monthly chart painting. So don't go starting your weekend early. Let's persevere and fight for another 24 hours or so in the hope of painting another big...

It was another frustrating day in the Comex PMs as an oversold/dead cat bounce in the POSX led to liquidations across the commodity sector. It was also another frustrating day at Turdfork as my internet service remains OUT.

But we're working to improve both. Tomorrow brings the second...

Well, at least Comex option expiration is behind us for another month and tomorrow is scheduled for a quiet news day. Whether or not it turns out that way is another matter.

My apologies for the delay in publishing this podcast. The internet repair guy is supposed to be here tomorrow...