Financial Sense Newshour


May/16/2012

Jeremy Gray: Gold Stocks Look Attractive for a Major Bounce

Chinese gold consumption continues unabated−now 30-35% of global demand

Jeremy Gray

Jim welcomes Jeremy Gray, Managing Director and Head of Global Resources at Standard Chartered Bank. Jeremy is looking for a squeeze in the resource shares after the recent 3-month underperformance. He finds that gold shares look especially attractive for a major bounce. Jeremy also sees China playing a major role in future gold consumption, as both its central bank and vast populace continue to buy physical gold for a variety of reasons.

May/15/2012

Ned Schmidt

Ned Schmidt CFA, Publisher of The Value View Gold Report joins Jim this week to discuss the gold market. He sees the long term bull market still intact, but short-term weakness and volatility this summer. Ned believes you should calmly begin to identify what you want to own, and before the end of the summer, pull the trigger. In addition, when Jim Cramer says it’s time to dump gold, that’s the signal to start buying.

May/12/2012

Technician Charles Nenner: Stock Market Still Correcting−S&P 1325 A Critical Level

Also, Ryan Puplava with a Market Wrap-up and Rob Bernard with the Fixed Income Report

Charles Nenner

Jim welcomes noted technician Charles Nenner to the program. Charles sees further correction in the stock market, with S&P 1325 a critical level. He also believes the gold and silver bull market is still intact, but we could see lower levels this summer. Charles also sees the bond market staging one more significant rally before a 30-year bear market begins. He is also quite bearish on Europe. In addition, Ryan Puplava has this week’s Market Wrap-up and Rob Bernard checks in with the Fixed Income Report.

Jim Puplava

In this segment Jim tackles an issue regarding volatile markets and investor sentiment, "The Death of Equities: the difficulty of being a bull when you’re surrounded by bears." Jim also answers some of your Q-Calls this segment.

Jim Puplava’s Big Picture: Keeping the Faith−Holding Onto Your Gold Stocks When Your Emotions Tell You To Sell

Also on the Big Picture: This week’s Market Bill of Health and more of your Q-Calls

Jim Puplava

In this segment, Jim looks at the emotional toll of holding gold stocks in a difficult market, and why you should keep the faith. Jim also has this week’s Market Bill of Health and takes more of your Q-Calls.

May/11/2012

Dr. Jim Walker: China in for a Hard Landing; Worst Yet to Come for Europe

No catalyst for gold until after the November elections

Dr Jim Walker

Jim is pleased to welcome back Dr. Jim Walker, Founder and Managing Director at Asianomics Limited in Hong Kong. Walker sees a likely hard landing for China, and severe trouble ahead for Europe. He also believes that gold will not react until after the November presidential elections, when the fiscal realities of 2013 take center stage.

May/10/2012

Barry Bannister: Bulls Take A Step Back, But Look for S&P 1400+ by Year End

US rebalancing is three years ahead of Europe and four years ahead of China

Barry Bannister CFA

Jim welcomes Barry B. Bannister CFA, Managing Director at Stifel Nicolaus, to discuss the US equity outlook and the global macro environoment. Barry also discusses the Four Major Mistakes investors are making in today’s investment environment.

May/09/2012

Nick Barisheff: We’re in the Eye of the Storm−Complacency is Pervasive

Sovereign solvency risk is increasing−Gold fundamentals still intact

Nick Barisheff

Nick Barisheff, CEO at Bullion Management Group Inc., joins Jim again this week. Nick believes gold fundamentals are still intact and gold will eventually take out the previous highs. Nick notes none of the problems have gone away, and sovereign solvency risk is growing, despite the current complacency both in the US and Europe.

May/08/2012

John Williams: The Real Unemployment Rate: 22%−Not 8.1%

The coming fiscal cliff: hyperinflation on track for 2014

John Williams

Jim welcomes back John Williams from Shadow Government Statistics. John believes the real unemployment rate is 22%, not 8.1%, which is why it still feels like a recession. He also calculates the CPI at 6%, not 2.8%, and explains how the government manipulates the rate of inflation. Lastly, John believes the US is still on track for hyperinflation in 2014 as we near the coming fiscal cliff.

May/05/2012

Technician Ralph Acampora: Public Absent, But New Secular Bull Market Has Started

Also Ryan Puplava with the Market Wrap-Up, Chris Puplava with the weekly Market Bill of Health and Rob Bernard with the Fixed Income Report

Ralph Acampora

Renowned technician Ralph Acampora joins Jim this week. He sees low volume and a lack of participation by the public, indicating to him that the stage has been set for a new secular bull market. Also, Ryan Puplava wraps up this week in the markets, Chris Puplava drops by with this week’s Market Bill of Health, and Rob Bernard has the Fixed Income Report.