TF Metals Report

TFMR Podcast - Friday, April 17

info@tfmetalsreport.com (TF Metals Report) — Fri, 17 Apr 2026 15:49:50 -0400

With TF

What a week! From the doom and concern of Sunday to the optimism and hope of Friday. Could it all be reversed over the weekend? Of course. However and for now, there's reason to believe that the geopolitical worst may be behind us and, with that, the lows in the PMs, too.

For today, I'm recording this podcast a bit earlier than usual due to some severe weather on Turd's doorstep. Can...

Peace In Our Time?

info@tfmetalsreport.com (TF Metals Report) — Fri, 17 Apr 2026 10:29:58 -0400

By TF

46 Comments | 12 Likes

The Strait is "open" and a deal seems to be in the works for ending the war in Iran. Seems to be , though much remains to be finalized over the weekend and into next week. For now, though, we get a breather in the markets as we deal with another NYSE monthly option expiration day.

Here's a summary: ...

TFMR Podcast - Thursday, April 16

info@tfmetalsreport.com (TF Metals Report) — Thu, 16 Apr 2026 17:17:59 -0400

With TF

45 Comments | 17 Likes

Another day for the headline-chasing algos as the POSX, crude and the PMs were swung around based off the latest sound bite promising either more war or possible peace. And I suppose we should expect more of the same tomorrow as we wrap up the week and deal with monthly NYSE option expiration, too.

For today, I urge you to read this post regarding Jerry's pending "retirement". Lots...

Rumors Of Peace

info@tfmetalsreport.com (TF Metals Report) — Thu, 16 Apr 2026 10:33:00 -0400

By TF

37 Comments | 15 Likes

Thursday begins with more rumors of peace but no real substantive progress. And so, after rallying last evening, the PMs are falling today with higher crude and a POSX that is finally set to break an eight-day losing streak.

We figured this was coming at some point this week as the POSX wasn't going to simply paint red candle after red candle all the way to zero. Just as "risk assets...

TFMR Podcast - Wednesday, April 15

info@tfmetalsreport.com (TF Metals Report) — Wed, 15 Apr 2026 13:15:00 -0400

With TF

46 Comments | 27 Likes

It's Tax Day and maybe that's a part of why I'm feeling listless and frustrated today? Either way, I find myself itching to get out of my office and focus upon something else today...thus this earlier-than-usual podcast.

So here you go. A podcast recorded at mid-day. Since it's too early to print the finalized daily charts, let's focus more today upon the links, video and images...

A Look At Option OI

info@tfmetalsreport.com (TF Metals Report) — Wed, 15 Apr 2026 10:11:05 -0400

By TF

9 Comments | 16 Likes

Friday brings another NYSE monthly option expiration day and, though these days have lessened in importance and volatility with the advent of weekly and even daily options, we still need to be aware of the "sweet spots" as the week continues.

So let's dive right in. As I type this just before the PM Fux, the PMs are off their overnight highs but trying to rally back a little on Comex...

TFMR Podcast - Tuesday, April 14

info@tfmetalsreport.com (TF Metals Report) — Tue, 14 Apr 2026 17:24:00 -0400

With TF

28 Comments | 28 Likes

Gosh how things have changed in the past 48 hours. After the collapse of the Islamabad peace talks last weekend, it appeared that the entire MENA was about to dissolve into catastrophe. Instead, here we are two days later with sharply lower crude oil prices and soaring precious metals.

Of course, we can't know what tomorrow will bring and the headlines can shift at any moment....

Some Hope For Tuesday

info@tfmetalsreport.com (TF Metals Report) — Tue, 14 Apr 2026 09:19:35 -0400

By TF

35 Comments | 17 Likes

There are reports that negotiations between the US and Iran will resume later this week. With that comes some hope for Tuesday, with a falling POSX and rising PMs.

I have to keep this short this morning as I'm off to my annual physical exam in a few minutes. See this summary from ZH:

The other bit of helpful news came out of the PPI which, though remaining high and in the...

TFMR "Podcast" - Monday, April 13

info@tfmetalsreport.com (TF Metals Report) — Mon, 13 Apr 2026 16:26:56 -0400

By TF

30 Comments | 21 Likes

The news has generally improved as the day has gone along....or maybe better said, it simply hasn't gotten any worse. Either way, the day has turned out much better than it appeared it would after the Pakistani peace talks collapsed on Saturday and the markets took a nosedive at the reopen last evening.

Again, it's hard to say this is "good news" but it's better than the alternative...

No One Likes Mondays

info@tfmetalsreport.com (TF Metals Report) — Mon, 13 Apr 2026 09:53:00 -0400

By TF

63 Comments | 18 Likes

The new week begins with failed "peace talks" that almost seem as if they were only cover for a planned pause in the bombing which allowed for refueling and rearming. After an initial dump at the Sunday reopen, the markets are set to get rolling on Monday without any sort of lifeline from Trump so it will be quite interesting to see where the day takes us.

One thing to note with the...

TFMR "Podcast" - Friday, April 10

info@tfmetalsreport.com (TF Metals Report) — Fri, 10 Apr 2026 16:34:26 -0400

By TF

159 Comments | 23 Likes

Through the magic of airplane wifi, I'm able to craft this written "podcast" summary. We'll try to cover everything that we would normally cover in a Friday podcast just without the audio. And I'd better type fast because experience has taught me that airplane wifi is about the most unreliable wifi you can have.

Let's start with the big news...the negotiations in Pakistan that are...

Into Another Weekend

info@tfmetalsreport.com (TF Metals Report) — Fri, 10 Apr 2026 10:03:55 -0400

By TF

33 Comments | 18 Likes

Here we go with another anxious Friday with this one preceding what are hoped to be "peace talks" in Pakistan on Saturday. Will the negotiations bring a durable "peace"? Heck, will the negotiations even take place at all? These are questions which are unknowable today but should be answered by Monday.

So let's start there as this will be the dominant issue today. The hope of talks...

TFMR Podcast - Thursday, April 9

info@tfmetalsreport.com (TF Metals Report) — Thu, 09 Apr 2026 17:29:00 -0400

With TF

30 Comments | 19 Likes

We seem to have made it through Day 2 of the ceasefire and hope continues to build that the slowing in hostilities will hold through the weekend.

But tomorrow is Friday and Friday's haven't been too friendly since this war began six weeks ago. So to get you ready for another volatile day tomorrow, here's some information to consider.

First these three links:

...

One Step At A Time

info@tfmetalsreport.com (TF Metals Report) — Thu, 09 Apr 2026 10:18:04 -0400

By TF

39 Comments | 18 Likes

Those hoping for calm and a lasting ceasefire are mostly encouraged today as the amount of missiles and bombs has fallen to near zero. This has helped to push the POSX lower and PMs higher but, of course, the question remains...can the ceasefire endure through the weekend, into next week and beyond?

So we'll take it one day at a time. On the bright side, the bombing has mostly...

Mid-Week Conversation: Shawn Kuhnkuhn

info@tfmetalsreport.com (TF Metals Report) — Wed, 08 Apr 2026 15:00:00 -0400

With TF

35 Comments | 20 Likes

Shawn Kuhnkuhn is a longtime friend of the site and he stops by today for this very interesting and informative podcast.

You may recall that Shawn had been the CEO of Dolly Varden.... he had been until the merger with Contango Ore. Shawn is now the president of the combined company Contango Silver & Gold , of which I'm now a shareholder as my...