TF Metals Report Podcast

So many of these "Thursday Conversations" are ending up on Wednesday that maybe we should change the title? Maybe. Regardless of the date, though, you're going to want listen to this great podcast with our old friend, Larry Lepard.

Larry is a sound money advocate and fund manager. He's...

In Monday's podcast, we discussed the likelihood of a bounce in stonks today and a bounce is what we got....until the final hour of trading when things began to tank again. Is this the first wave of renewed carry trade liquidations and, if so, how might that impact Comex gold and silver?...

It was a crazy day but now we wait to see what happens tomorrow! And what happens the day after that and then on Thursday? The only thing we know for certain is that the next weekly close is about 96 hours away and just about anything might happen between now and then.

So, for today,...

Wow, what a day. And what a week! So now we head into a weekend where your guess is as good as mine in terms of geopolitical developments in the MENA. As such, let's get this podcast over with because you-know-who is in desperate need of an adult beverage.

We try to cover a lot of...

The new month begins with a broad selloff across the commodity sector, this despite (or because of) an exceptionally weak set if manufacturing PMIS that signal recession has already begun or is imminent.

Those PMIs plus a safe haven bid lowered interest rates to their lowest levels...

Another crazy day is in the books. We had some lousy economic data, some benign Fedlines and then a mostly-dovish Jerry. We also had a significant increase in war risk in the MENA that led to a 5% surge in crude oil. After all that, what will tomorrow bring? Let's discuss.

One thing we...

In what seems now like an almost daily occurrence, the prices of the Comex PMs were smashed again today just after the London PM Fux. What's unusual is that prices then recovered some/most of the losses as we get ready for the first day of four consecutive news bearing sessions.

So...

It was a long week and it was a rough week but it's over now and that's a good thing. So let's tike some time today to assess where we stand and then look forward to what will be a pivotal week ahead.

As is always the case, the brought side of the beatdown is that it washes the CoT....

Let's see. Thursday and Friday before NYSE option expiration last week, CDG dumped for 24 hours straight and a loss of $70. Yesterday and before today's Comex option expiration, CDG dumped for 24 hours straight and a loss of $80. But don't worry. That's not a coincidence at all. That's just the...

A listless day turned into an OK day as the Comex PMs gently rallied through most of the session. Not great but it sure beats the alternative. And now we should expect volatility to ramp up for the remainder of the week as some economic data, including "the Fed's favorite inflation indicator",...