Craig Hemke – Commodities and Precious Metals Value Investors Should Focus On The Long Game

Craig Hemke, Founder and Editor of TF Metals Report, joins us to take a step back from the short-term market gyrations in the precious metals and commodities sector, and urges value investors to focus on the long game in their investing goals.   We review that so often, investors that see the value mismatch in resource stocks can position early, when sectors are unloved, and then experience rapid re-ratings in pricing, as different supply/demand trends play out, if they are not throw off course by short-term blips and data points.


We reviewed what Fed member Bill Dudley mentioned this week about the central bank getting more aggressive in attempts to restrain inflation, by tamping down the gains in the general stock markets.  This obviously impacts the perceived “wealth effect” that investors have based on general equities near all-time highs, and is another big picture indicator of how central bank policy is using reactionary blunt policy measures to try and catch up to trends that are already far out of balance.    The markets moving into a period of time where they may remain muted and under pressure, ties in with the cyclical rotations from a general equities rollover and into a commodities



Click here to visit Craig’s site, TF Metals Report.

    Apr 07, 2022 07:26 PM

    The Fed needs to ‘inflict more losses’ on the stock market in order to rein in soaring inflation, former Fed president Bill Dudley says

    Matthew Fox – Wed, April 6, 2022

    – The Federal Reserve will need to “inflict more losses” on the stock market to rein in inflation, former Fed President Bill Dudley said on Wednesday.

    – Dudley believes the Fed needs to tighten financial conditions, and the only way to do that is to hike interest rates by a substantial amount.

    – “Investors should pay closer attention to what Powell has said: Financial conditions need to tighten,” Dudley said.

      Apr 07, 2022 07:30 PM

      It’s Now Time for the Fed Hammer, as Opposed to the Fed Put

      Doug Kass – Apr 07, 2022

      First, the key words from Bill Dudley based on his Bloomberg opinion column and a Bloomberg interview.

      “It’s hard to know how much the U.S. Federal Reserve will need to do to get inflation under control. But one thing is certain: To be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”

      “Dudley, former President of the Federal Reserve Bank of NY, and Vice Chair of the Fed Open Market committee – the guys that buy and sell government securities – certainly knows how the Fed thinks and what they do, behind the scenes as well…”

        Apr 07, 2022 07:43 PM

        Pretty much what I’ve been reiterating—-this time may be different as relates to the FED’s response since the ballgame has changed—-most markets will move down or levitate until the ultimate endpoint of the FED’s move—it’s only a question of how much pain the FED is willing to promulgate on the various markets. I can tell you one thing; it will be more then the past responses.

          Apr 08, 2022 08:00 AM

          I’ll believe it when I see it. I will be very surprised if they tolerate even a 25% drop in the Dow from here before reversing policy.

          Apr 08, 2022 08:28 PM

          The Fed was in the bag for Obama. The Fed is in the bag for Biden. It’s the next administration that shall inherit runaway inflation. Like the Rhinos, the Fed has no backbone.

        Apr 08, 2022 08:33 AM

        Hey Ex, soon it will be The Fed Put down the Hammer and grabbed The Watering Can. LOL! DT

      Apr 07, 2022 07:54 PM

      You know that the mainstream media would have us believe that business is too big and powerful, and the country too rich and diversified to be influenced by stock market fluctuations.

      There is a disaster like an accident waiting to happen and it will pull in the rich and powerful as well as the foolish. DT

    Apr 07, 2022 07:32 PM

    Commodities could see another 40% upside as investors remain under allocated to the space, JPMorgan says

    Matthew Fox (04/07/2022)

    Apr 07, 2022 07:36 PM

    Ongoing Correction in Gold, Silver & Gold Miners

    April 06, 2022 Jordan Roy-Byrne CMT, MFTA

    “I have been writing quite a bit about the super bullish setup in Gold. The textbook cup and handle pattern has a measured upside target of $3,000 and a logarithmic target as high as $4,100. There’s also a smaller cup and handle pattern that projects to $2,500.”

    “But, it is important to note, Gold remains in a correction. Recall that it gained $300 in only six weeks. That move is being digested and corrected.”

    Apr 07, 2022 07:42 PM

    Trafigura Set To take Zinc Out Of LME System, Fueling Concern

    By Eric Onstad and Pratima Desai – April 7, 2022

    – Traders worry zinc could see volatile moves after nickel chaos
    – LME says aware of zinc tightness, monitoring all metals
    – Zinc market tight after smelter cutbacks on high energy costs

    Apr 07, 2022 07:03 PM

    Freaky Friday…………. again………
    Few others are calling for that $3000…………

    Apr 07, 2022 07:45 PM

    This specter of plague and starvation seems to have been seriously worked up as long as I have lived….Planning is so essential for success….Right?…you can call it NWO or Globalism or progressive liberalism…What it depends on is propaganda…period….as mentioned right here at ker…What is true?…
    The violence and suffering associated with the liar’s words must make it satanic….We are fighting against satanic anti-human force…Are we winning yet?

      Apr 07, 2022 07:06 PM

      Good one larry………… I was going to add to the comment, but…….. it might make a few nervous ….
      so, I will forego the comment….. might add it later….

        Apr 07, 2022 07:18 PM

        I did comment ,over in the ORPHAN SECTION………. 🙂

      Apr 07, 2022 07:17 PM

      I don’t know but just seems like rich old people with character disorders.

        Apr 07, 2022 07:30 PM

        lol …..laker………. better grab your gold nuggets before Kissy and Klaus, decide to focus on your lake cottage…… Remember Klaus said you will own nothing and be happy… … lol…… 🙂

          Apr 07, 2022 07:02 PM

          I thought that was my kids when they went to college.

            Apr 08, 2022 08:22 AM

            🙂 good one… lol

      Apr 08, 2022 08:34 PM

      Welcome to the Bible, fool…

    Apr 08, 2022 08:50 AM

    Bought back into Fireweed Zinc this AM as rumblings about zinc. Emerita type sounding resource of drill results ie. zinc, lead, silver, copper …

      Apr 08, 2022 08:30 AM

      While reading up on Fireweed, I came across a miner named Ascendant Resources in Portugal. ASDRF. I am going to look into it as it sounds like it may be similar to Fireweed and Emerita in resource but don’t know the details. It is in Portugal which borders Spain and the pyrite belt of Spain. Anyway…throw out FWIW right now. Definitely do some DD if interested.

        Apr 08, 2022 08:47 AM

        Doc Jones is researching Osisko Metals. They are in process of picking up an historic property. check in to Doc’s site on or the Osisko Materials site for info on their progress.

          Apr 08, 2022 08:40 PM

          Osisko Metals not Materials.

    Apr 08, 2022 08:35 AM

    FWIW, Gary says it’s time to begin buying aggressively: Particularly Silver!!

    Apr 08, 2022 08:43 AM

    Out of calls taken back mid march on the generals aem, abx and gdx. The 10% leverage taken worked well. Best to take profits when there with the upper end near 1950 consolidation.
    Generals still not followed by many of the troops and likely a better bet, vzla, dsv, ngd cde among others, including the bottom feeders like ipt, grsl, and of course pgm looks interesting as any bond holders salivating over its potential to go to zero. May be worth a hail mary bid.
    Let’s see if we finally get a closing a pop over 1950, nothing has been lost waiting for downtrodden to enter a position.
    Just my view

      Apr 08, 2022 08:31 PM

      Jonsyl, you got lucky with the options. Not easy for us amateurs to be successful there.

        Apr 08, 2022 08:06 PM

        indeed, luck always a factor with any equity position. Especially options basically a casino bet, better bet with less fun and quick return are sellers of options as they go worthless in the majority, brumple.