Financial Sense Newshour Big Picture Archive

10/25/2014

James J Puplava CFP

Oct 25 – In Jim’s first Big Picture topic this week, he delves into shareholder yield, and shows why stock buybacks and dividend increases from stock ownership make so much sense in an era of financial repression and zero percent interest rates.

10/18/2014

Jim Puplava’s Big Picture: Stocks vs. Bonds – Do You Really Understand the Risk?

Also, “Oil Fundamentals – Risk or Opportunity?” and “A Look at Valuations: The Year 2000 and Today”

James J Puplava CFP

Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.

10/11/2014

Jim Puplava’s Big Picture: 2016-2017 - The Next Perfect Financial Storm

Also, “Fed Funds Rate Cycle, Phase 1 - Why Markets Are Correcting” and “A Sneak Peak at Q3 Earnings”

James J Puplava CFP

Oct 11 – This week Jim discusses the timeframe for the next financial storm on the horizon. A confluence of factors and events point to the period after the presidential elections of 2016, including rising interest rates, growing government debt, geopolitical turmoil and war, and the rising cost of Obamacare on consumers.

10/04/2014

Jim Puplava’s Big Picture: Trouble in the Oil Patch

Also, “Hong Kong - Significance for the Financial Markets” and “Time to Panic?”

James J Puplava CFP

Oct 4 – The first topic this week is “Trouble in the Oil Patch”. Jim looks at the weakness in oil prices over the last few months. He discusses seasonal factors, and the recent strength in the dollar. He sees the weakness lasting another month or so, but the weather forecast for a very cold winter will likely change that trend as the demand for energy ramps up.

9/27/2014

Jim Puplava’s Big Picture: LEIs Signaling a Soft Patch Ahead

Also, “Paid to Adapt, Not Forecast”

James J Puplava CFP

Sep 27 – Jim’s first Big Picture topic is about the Leading Economic Indicators (LEIs) and why they are signaling a soft patch ahead. They indicate weakness in housing, mortgage applications and durable goods. Jim discusses the reasons behind the soft patch and why it will likely be temporary.

9/20/2014

Jim Puplava’s Big Picture: The End of the Taper – When Will Rate Hikes Begin?

Also, “The End Game (Part 2) – It’s Easier to be Wrong than Right”

James J Puplava CFP

Jim’s first Big Picture topic this week is about the Federal Reserve bring the tapering program to an end in October. Fed Chair Janet Yellen has stated that a “considerable time” until rate hikes begin is not a calendar event. However, there are more hawkish forces in the Fed, such as...

9/13/2014

Jim Puplava’s Big Picture: The Endgame – The Grand Finale and The Meltdown

Also, “The Assault on Monopolies – Disruption & Transformation”

James J Puplava CFP

Jim’s first Big Picture topic this week deals with where we are in the market cycle, close to the top, or heading higher? Jim lays out the case that macro forces favor higher stock prices for an extended period. He looks at where we may be in this bull market, and makes historical comparisons to the bull market of the 1990’s.

9/06/2014

James J Puplava CFP

Jim’s first topic this week on the Big Picture is “Ready or Not, Stocks Heading Higher”. While many investors have been waiting all year, or longer, for a significant correction, Jim currently believes the market will be heading higher. He lists a number of favorable factors right now, including...

8/30/2014

James J Puplava CFP

In a special Big Picture two-part series, “Advantage America – Transformational Changes Ahead”, Jim revisits interviews with prominent guests that have a surprisingly optimistic outlook for America in the decades ahead, particularly in comparison to other industrialized nations.

8/23/2014

The Big Picture with Jim Puplava & Erik Townsend (Part 1)

Peak Oil Update: Delayed but Not Forgotten!

oil world

In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?

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