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Craig Hemke – Inflation Data Recap, Market Reaction and What Will Carry Through In 2024

Cory
January 11, 2024

Craig Hemke, Founder and Editor of TF Metals Report joins us to discuss the inflation data (CPI) released this morning that came in slightly higher than expected. We look at how the markets are reacting, with a selloff to start then day and the dip being bought throughout the day. We also look to the precious metals sector with gold and silver. Gold is still above $2,000 while silver is at $22, without much direction either way.

 

Click here to read over Craig’s 2024 Macrocast.

Discussion
14 Comments
    Jan 11, 2024 11:23 PM

    This is fantastic! American Pacific Reports Most Significant Copper Drill Intersections To-Date at its Palmer VMS Project, Including 43.8 metres of 6.54% Cu and 23.9 metres of 9.03% Copper

    also 33.2 metres grading 5.48% nCu
    also 28.4 metres grading 2.29% Cu

    https://money.tmx.com/quote/USGD:CNX/news/4674239573361325/REPEAT_American_Pacific_Reports_Most_Significant_Copper_Drill_Intersections_ToDate_at_Its_Palmer_VMS_Project_Including_438_Me

      Jan 11, 2024 11:30 PM

      Just to show you how great those intercepts were, Copper CU-low grade less than 0.5%
      ” -medium grade 0.5%-1.5%
      ” -high grade over 1.5%

      I want to see high grade before I think of investing in a copper stock! DT

        Jan 11, 2024 11:00 PM

        Hi DT. Just a heads up that we are slated to talk with Warwick from American Pacific again tomorrow, and have featured them a number of times on the KER over the past few years. Stay tuned…

          Jan 11, 2024 11:21 PM

          Hi Ex, although I don’t think the EV revolution is going to happen, I still have a strong belief that Dr. Copper will always be in the limelight. With over a billion people that don’t have access to electrical power, copper is like oil it is part and parcel of a modern economy. I will be looking forward to your interview. Thanks, DT

      Jan 11, 2024 11:01 PM

      So they’re the ones that bought Constantine. I think it was 10 or more years ago that I held Constantine while the Palmer project was first drilled.

    Jan 11, 2024 11:29 PM

    Featured interview with Peter Grandich and Michael Gentile and CEO of American Pacfic. C.UGSD

    https://americanpacificmining.com/media/#featured

    Jan 11, 2024 11:19 PM

    It was a decision making day today: The choices were 1) A Wall Street Bitcoin type ETF 2) A dozen Tulips, or 3) Shares of American Pacific Mining. Against my broker’s, Jamie Dimon’s and a group of Crips that deal drugs in the neighborhood, I went for the APM shares. At 5% shorting a day, they should have value until the Banking System fails (or has it already failed…seems like it has).

      Jan 11, 2024 11:11 PM

      Benton has some good drill results going on also. Copper is in short supply. What isn’t in short supply is corporate America’s unwillingness to pay a fair price for commodities. There is no end to their efforts to intervene in price setting. Our job is not to enable them.

    Jan 11, 2024 11:33 PM

    This is going to be the year that delivers a massive breakout for silver against the CPI:
    https://stockcharts.com/h-sc/ui?s=%24SILVER%3A%24%24CPI&p=Y&yr=75&mn=1&dy=0&id=p80522491576&a=1563895173&r=1705008507115&cmd=print

      Jan 11, 2024 11:39 PM

      As usual stockcharts doesn’t let nonsubscribers see past 40 years ago and the True Strength Indicator (TSI) looks nothing like it should which is weird.

    Jan 11, 2024 11:51 PM

    Today gave a short term buy signal for the gold miners of medium to low confidence (nothing to do with momentum) but due to the way this normal correction has unfolded I hope the buy fails and the gold miners go lower into next week. This would set up the potential for a much better intermediate buy signal.

    EXK got stuffed today in quite a bearish way so $1.50-ish might be coming soon.
    https://stockcharts.com/h-sc/ui?s=EXK&p=M&yr=13&mn=11&dy=0&id=t1953526052c&a=1389382081&r=1705013318047&cmd=print

    Jan 11, 2024 11:18 PM
    Jan 11, 2024 11:25 PM

    Always next year…put a bunch of Wall Street in jail and it will be tomorrow.

    Jan 11, 2024 11:56 PM

    I’m impressed that NVDA was finally able to reach the fork resistance that eluded it in August.
    https://stockcharts.com/h-sc/ui?s=NVDA&p=W&yr=3&mn=11&dy=0&id=p08589914976&a=1441148417