Financial Sense Newshour Big Picture Archive


Jim Puplava’s Big Picture: 2014 - A Year of Surprises

A Good Year With Bumps, Twists and Turns

James J Puplava CFP

Dec 20 – In this special edition of the Big Picture, Jim and John look back at 2014, a “Year of Surprises”. Jim had predicted a good year with some bumps, but there were also an amazing amount of economic and geopolitical twists and turns in 2014. Jim details many of the surprises during the year, including the continuing drop in...


Jim Puplava’s Big Picture: The New World Oil Order (Part 2) – The Paper Chase and the Oil Glut

Also, “It’s Complicated – Triggering the Next Global Financial Crisis”

James J Puplava CFP

Dec 13 – Last week in the Big Picture Jim delved into the causes of oil’s big decline. This week, Jim will follow up on this theme, discussing a number of important questions; is this trend in oil permanent? If not, how long will it last? What will be the impact on the economy, good or bad?


James J Puplava CFP

Dec 6 – In Jim’s first Big Picture topic, he explores what has changed since July, when the price of WTI crude was $107 a barrel and is now selling in the $66 range. Has the world changed that much in five months? Jim looks at global economic growth rates, as well as the global supply of oil. He also discusses the critical topic of a shifting power structure in energy.


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

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

James J Puplava CFP

Nov 29 – In a special reprise edition of the Big Picture, Jim looks at 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...

Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council

Also, “Mario Fires Another Bazooka Round” and “New EPA Rules - The Beheading of King Coal”

Luzi Stamm

Nov 29 – In a reprise edition of the Big Picture from last summer, Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative (the vote takes place November 30th). The initiative will mandate no more sales of Swiss gold by the government...


Jim Puplava’s Big Picture: Disinflation – The Battle Between Inflation and Deflation

Also, “The Next Asset Bubble: Risk-On Trade Has More Time to Run”

James J Puplava CFP

Nov 22 – The first topic on the Big Picture this week is about the ongoing global battle between inflation and deflation. Despite trillions of dollars created by central banks, there are continuing reports of falling inflation around the globe.


James J Puplava CFP

Nov 15 – In this week’s Big Picture Jim gives an overview of the seven megatrends that will reshape the next decade. He also looks at the situation in Washington after the midterm elections and whether investors should expect the same level of political drama in years past.


Jim Puplava’s Big Picture: Oil Wars - Risks and Opportunities

Is This the Beginning of a Return to Lower Oil Prices?

James J Puplava CFP

Nov 8 – This week on the Big Picture Jim and Erik Townsend join forces to cover a topic of crucial importance to the global economy, the “war” over oil and it’s price going forward. Many market observers thought there was an effective $100 floor under Brent crude.


Jim Puplava’s Big Picture: Manias, Panics & Corrections

Also, “Surviving Financial Repression – Why Dividends Still Matter” and “The Fed’s Path to Normalization”

James J Puplava CFP

Nov 1 – In Jim’s first Big Picture topic, Jim discusses why we haven’t seen a market crash, and why the conditions aren’t there at present for a mania or a crash, outside of a rogue wave situation. He notes that conditions don’t favor a speculative boom and despite the Fed’s money printing...


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.