Craig Hemke
Founder and Editor | TF Metals Report | Precious Metals Market Analyst
"Macroeconomic analysis of precious metals markets and advocacy for physical gold and silver accumulation"
Biography
Craig Hemke is the founder and editor of TF Metals Report, a leading precious metals analysis platform that provides daily market commentary and technical analysis for gold and silver investors. With over a decade of experience analyzing precious metals markets, Hemke has established himself as a prominent voice in the commodity space, particularly known for his macroeconomic approach to understanding precious metals price movements.
Hemke's analytical framework combines technical analysis with deep macroeconomic insights, focusing on how Federal Reserve policy, geopolitical events, and monetary policy shifts impact gold and silver prices. He is particularly recognized for his ability to connect broader economic trends—such as yield curve control, inflation dynamics, and currency debasement—to precious metals investment opportunities. His work frequently examines the disconnect between paper and physical precious metals markets, providing investors with insights into market manipulation and true supply-demand fundamentals.
As a regular guest on major financial podcasts and platforms including Peak Prosperity, Palisades Gold Radio, and The KE Report, Hemke has built a reputation for making bold but well-reasoned predictions about precious metals markets. His 2026 forecast calling for aggressive monetary and fiscal stimulus under the Trump administration exemplifies his forward-looking approach to precious metals investing. Hemke advocates for physical precious metals accumulation as a hedge against monetary debasement, often advising investors to "keep stacking" physical gold and silver regardless of short-term price volatility.
Videos (69)
🚨 Why Most Investors Buy High and Sell Low? Chris Vermeulen Explains #shorts
Vermeulen warns that parabolic price moves punish late buyers who chase momentum rather than follow a defined strategy. Sharp corrections frequently follow parabolic rallies, trapping emotional traders who bought based on excitement. Markets often test investor conviction before continuing higher, making disciplined entry points critical.
🚨 Silver's Next Target: $175? Chris Vermeulen Explains #shorts
Chris Vermeulen identifies silver's long-term technical target at $175 per ounce based on Fibonacci extensions. A short-term correction toward $40 per ounce remains possible before the next major price advance. Fibonacci extensions (a technical tool using key ratios to project price targets) suggest substantial upside potential for silver.
Silver Explosion Ahead? Gold Pullback & Stock Market Melt-Up | Chris Vermeulen
Vermeulen argues silver faces a binary technical setup, with Fibonacci targets pointing to either $40 or an extended rally toward $175 depending on which key support level holds. Gold sits at a critical technical crossroads, and Vermeulen contends its next directional move will set the tone for the entire precious metals sector. Technology stocks continue to drive broader equity markets higher, and Vermeulen warns this momentum must be monitored for signs of exhaustion that could shift capital into hard assets.
Craig Hemke - Gold CoT Report Update, Copper Strength, & War Headlines
Gold and silver face short-term volatility from geopolitical headlines, but structural support remains from global M2 money supply expansion driving hard asset re-pricing. Copper's push toward all-time highs provides a fundamental floor for silver prices, with industrial demand acting as a critical safety net for precious metals investors. Historically low COT open interest signals massive upside potential when institutional capital returns to commodities markets amid thin liquidity conditions.
🚨 Gold, Rates & Currency Risk Explained - Alasdair MacLeod | Sprott Money #shorts
Gold's traditional inverse correlation with interest rates is weakening as fiat currency risk escalates globally. The 1970s historical precedent demonstrates gold can surge sharply even during periods of rapidly rising interest rates. Growing distrust in fiat currencies, rather than Treasury yields alone, is becoming the dominant price driver for precious metals.
🚨 Stephanie Pomboy Warns on Rate Cuts & Debt | Sprott Money #shorts
Stephanie Pomboy warns that Fed rate cuts primarily benefit government borrowing costs rather than providing relief to average consumers or businesses. Treasury market instability is highlighted as a significant macroeconomic risk that could have cascading effects on the broader financial system. Longer-term borrowing costs are expected to remain elevated for households and businesses despite potential reductions in the federal funds rate.
🚨 Sell in May… Then Buy Gold & Silver? - Alasdair MacLeod | Sprott Money #shorts
Alasdair MacLeod advises investors to sell in May and rotate into physical gold and silver rather than fiat currencies or bonds. Fiat currencies are rapidly losing credibility and purchasing power, making precious metals a superior store of value. Bonds and cash equivalents fail to provide adequate protection against current financial uncertainty and systemic risks.
Gold & Silver Mispriced as Fiat Risks Rise Fast - Alasdair Macleod | Sprott Money
Gold and silver are fundamentally mispriced as accelerating fiat currency risks and inflation erode purchasing power globally. Central banks are aggressively accumulating gold while physical silver shortages suggest a major repricing event is imminent. Rising bond yields and potential yield curve control signal systemic threats, making precious metals a critical portfolio hedge.
🚨 Stephanie Pomboy: Why Interest Rates & Inflation Could Stay Higher for Longer | Sprott Money
Deglobalization is reversing decades of lower inflation and interest rates, creating a structural shift in the broader financial system. Funding U.S. deficits will become increasingly difficult as global trade slows, pressuring the broader financial system. Persistent inflation and higher interest rates will structurally support long-term investment demand for hard assets like gold.
Craig Hemke - Gold & Silver Markets: Q2 Mining Margins and Technical vs. Fundamental Drivers
Mining stocks are rallying while gold and silver prices remain flat, creating a divergence driven by broader market optimism and option expiration dynamics. Despite weak short-term technical charts, mining fundamentals remain exceptionally strong with massive free cash flow generation and aggressive share buybacks. Q2 mining margins will remain incredibly robust compared to historical averages, even if they don't break the consecutive records seen over the last year.
The Real Reason Gold Has Massive Upside and Inflation Isn’t Going Away | Stephanie Pomboy
Stephanie Pomboy argues persistent inflation and mounting global debt create a highly supportive macroeconomic environment for gold and silver prices. The discussion highlights potential Federal Reserve policy shifts, including yield-curve control, which could significantly debase fiat currencies and boost hard assets. A transition in Fed leadership and ongoing bond market stress are identified as key catalysts driving investors toward precious metals for wealth protection.
Why Silver Still Hasn’t Seen the Real Mania | Craig Hemke
Negative real interest rates remain the primary macroeconomic catalyst driving gold prices higher, keeping the bullish thesis intact for investors. Silver may be acting differently this cycle due to shifting physical demand from China and India, creating a structurally tight market despite low retail participation. Mainstream investors still show minimal interest in mining shares, suggesting the current bull market in precious metals equities remains in its early stages.
Craig Hemke - Gold & Silver: Any Clarity On Future Direction?
Silver is consolidating in a higher range, with a breakout above $95 signaling a bullish next leg for investors. Silver's ability to hold strong despite a rallying US Dollar indicates a fundamental, bullish paradigm shift in market dynamics. Copper's breakout to all-time highs provides a significant industrial demand tailwind for silver, reinforcing the long-term thesis.
Paper Control BREAKING? Silver Price SHOCK Ahead | Craig Hemke
Gold and silver prices are currently misaligned with strong underlying fundamentals like persistent inflation, rising global debt, and geopolitical tensions. Short-term price volatility is being amplified by thin market liquidity, algorithmic trading, and futures market dynamics rather than true physical supply and demand. A significant precious metals repricing event is expected once monetary policy pivots toward rate cuts, QE, and yield curve control to stabilize the financial system.
Gold and Silver Crash Warning Before Massive Rally? Shocking Technical Outlook | Chris Vermeulen
Gold and silver markets are at a critical technical turning point, potentially facing a short-term correction before a massive rally. Technical analysis of moving averages and market signals suggests shifting money flows into equities and semiconductors. Investors should monitor silver prices and mining shares closely for explosive upside targets following current volatility.
$300 Oil, $75 Silver and $4,700 Gold? David Jensen on the Future of Real Assets
Jensen forecasts extreme price targets for real assets, including $300 oil, $75 silver, and $4,700 gold, driven by supply shocks and systemic financial pressures. A growing disconnect between paper and physical markets suggests investors should prioritize physical bullion over mining shares for portfolio protection. Rising energy costs are creating a critical macroeconomic headwind that threatens global liquidity and destabilizes the broader financial system.
Craig Hemke - Gold & Silver: Navigating Historically High Prices in a Low-Sentiment Market
Gold and silver markets show a puzzling disconnect, maintaining historically high price floors while experiencing a significant loss of momentum and investor interest. COMEX open interest has collapsed to 20-year lows, creating thin liquidity conditions that historically precede violent price whipsaws and increased volatility. Upcoming mining earnings season may reveal rising operational costs, potentially impacting profit margins and investor sentiment towards precious metals producers.
Craig Hemke - Gold $5,000 & Silver $80: Technical Trends and Policy Shifts
Gold nearing $5,000 and Silver around $80 driven by thin Comex markets with multi-decade low open interest creating increased price volatility. Central bank demand remains a key fundamental driver despite Turkey's sovereign gold sales causing a temporary 'London Plunge' in global prices. Potential Fed rate cuts, Kevin Warsh nomination, and whispers of U.S. Treasury gold revaluation could serve as major macro catalysts for precious metals.
🚨 Gold & Silver Mining Stocks: Development vs Exploration - Don Durrett #shorts
Development-stage mining projects offer higher success probabilities and stronger investment edges than exploration plays. Investors should utilize strict checklists to identify mining projects with clear advantages and fewer variables. Undervalued producers with significant upside potential present the best current opportunities in the mining sector.
🚨 Gold vs S&P500: Who Wins This Battle? - Don Durrett #shorts
Gold and the S&P 500 simultaneously reaching all-time highs is a highly unusual market anomaly signaling a potential major shift. Historically, gold serves as a safe haven during economic struggles, making its current correlation with equities unsustainable. Despite repeated corrections, gold's resilience suggests it may ultimately outperform equities in the impending final battle.
Key Quotes
"A lot of the discontinuities that we're seeing in the silver market right now are due to the fact that the big exchanges like Comex may not have enough silver to satisfy the demands of futures contract holders."
— Investing News Network interview on silver market dynamics
"The way the global gold market operates; the banks have to deliver physical metal at whatever price is derived through derivative trading."
— GoldSeek Radio discussion on gold market mechanics
"The 200 day BBs on silver and miners are blown out so wide it is going to be at least 12-18 months before durable new highs can be expected."
— KE Report interview on technical outlook for precious metals
"Just be ready and keep stacking"
— Peak Prosperity interview on precious metals strategy
"The end of the Great Keynesian Experiment is upon us"
— Palisades Gold Radio forecast discussion
Key Works
Subscription-based precious metals analysis platform covering COMEX dynamics, macro trends, and mining equity commentary
Regular articles on silver price analysis, COMEX inventory dynamics, and precious metals market commentary
In-depth analysis of COMEX silver inventory tightness and the impact of algorithmic trading on junior mining shares
Daily precious metals market commentary and technical analysis platform
Comprehensive outlook on Fed policy and precious metals markets under Trump administration
Specializations
Disclaimer: Craig Hemke has NOT endorsed this platform and is not affiliated with Pixys in any way.