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 - Monday, July 8

It what has become a pattern, Comex prices were smashed today just after price and open interest had surged with solid upside momentum. Will another bounce follow or will events conspire this week to press prices even lower?

As we wrote this morning, it's going to be a busy week and...

TFMR Podcast - Friday, July 5

What a fantastic back half of the week for Comex gold and silver. Strong gains on Wednesday were followed up today by nearly equal gains on BLSBS Friday. It was a great week and we painted some very pretty green candles but we still have a ways to go before we can break out of the current...

TFMR Podcast - Wednesday, July 3

No Jackass for the holiday as our podcast recording got pushed back to next week. And that's OK as we needed time to record and post this podcast, anyway, because Friday looms as a very important day as it relates to the short term trend in the Comex precious metals.

So, anyway, there'...

TFMR Podcast - Friday, June 28

Well, that's that. The month of June and the first half of 2024 have come to an end and we begin what will be an eventful back half of 2024 on Monday. In preparation, please give this podcast a listen where we review all of the charts and look ahead to a very busy first week of July.

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TFMR Podcast - Thursday, June 27

An earlier than usual podcast today as your host has a lengthy list of stuff he needs to accomplish this afternoon. And it's a good time wrap, anyway, as the day is mostly done and all of the attention now turns to tomorrow, the PCE inflation data, the final PM Fux of the month and then the...

TFMR Podcast - Wednesday, June 26

The weakening yen angle messed with the Comex PMs all day as bond yields rose...which led to a higher POSX...which led to The Machines dumping both CDG and CDS.

But tomorrow is another day and it promises to be interesting as we are on Yentervention Watch and anticipating the end of...

TFMR Podcast - Tuesday, June 25

Last Friday was NYSE option expiration day and what did we see? POW! A big smash during Comex hours. Today was Comex option expiration day and what did we see? POW! A big smash during Comex hours. Are you noticing a pattern here?

But, whatever. It's not like this is the first time we'...

TFMR Podcast - Monday, June 24

The week began quietly but it won't end that way. In fact, volatility should return tomorrow with Comex option expiration day so be ready for some of the usual shenanigans.

But again, today was pretty quiet. CDG had a total price range of about 0.75% and CDS was barely more than 1%....

SPECIAL PODCAST: An Update on ATHA Energy from CEO, Troy Boisjoli

When we first met Troy Boisjoli last October, his company had already amassed over three million acres of land in the Athabasca region of Saskatchewan where they intended to explore for uranium. In the eight months since, ATHA Energy has more than doubled than their resource territory to eight...

TFMR Podcast - Friday, June 21

Deja vu, to you! Yes, I think we have been here before and if it seems that way to you, too, there's good reason for it.

Today makes three of the past four Fridays where prices have been smashed during Comex hours. Back on May 31, we were sailing along until just after the Comex opened...