Financial Sense Newshour Big Picture Archive
3/16/2013
Technician Charles Nenner on Bond Funds: Get Out Now While You CanAlso, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Jim welcomes back noted technician Charles Nenner this week. Charles sees a new stock market high into late April or early May. He also sees the economy picking up until the end of the year, but risk is also rising as well. Charles sees late April as a high risk period for the markets in terms of a correction. He is also very bearish on bond funds, and urges investors to get out of them as soon as possible. Charles is also out of gold in the short term, as he sees a rally in the US dollar ahead. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report.
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Jim Puplava’s Big Picture: Dying of Money- This Time It’s GlobalGood inflation vs. Bad Inflation
In this week’s first Big Picture topic, Jim discusses the implications from the book “Dying of Money: Lessons of the Great German and American Inflations” by Gens O. Parsson. Jim looks at the lessons from prior inflationary episodes in Germany and America, and sees similarities to today, only now it’s on a global basis. Jim also answers your Q-Calls in this segment.
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Jim Puplava’s Big Picture: The Confidence Game- How Central Banks Manage the Economy and Inflationary ExpectationsAlso, “Security Analysis by Benjamin Graham- That Was Then, This Is Now”
Jim discusses two more Big Picture topics in this segment. In the first, “The Confidence Game”, Jim looks at the way central banks manage economies and control expectations of inflation. The next topic, “Security Analysis by Benjamin Graham- That was then, this is now”, refers to Benjamin Graham’s famous book “Security Analysis” written in 1934 with David Dodd. Graham talks about building a “margin of safety” when buying stocks. Jim looks at the similarities and differences from the 1930’s to the realities of today, and sees that a big cushion of safety is still very important.
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3/11/2013
The Lifetime Income Series: Retooling The Retirement Withdrawal Rate (The 4% Rule)Special Guest: David Saÿen on Medicare Fraud and how to protect yourself against it
In this week’s edition of The Lifetime Income Series, Jim and Cathlyn look at the “4% Rule” for retirement withdrawals. They discuss what it is, why it isn’t working, and what you should do instead. Jim also gives a case study on corporate trustees. Jim’s guest this week is David Sayen, Regional Administrator at the Centers for Medicare & Medicaid Services San Francisco office. David discusses examples of Medicare fraud and how those on Medicare can protect themselves and their information.
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3/09/2013
Technician Alan Newman: Margin Debt At Third Highest Level in HistoryAlso, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Jim welcomes back technician Alan Newman, editor of Stock Market Crosscurrents. Alan notes that margin debt is at the third highest level in history and QE is the only thing holding markets together. He also believes that Quantitative Easing (money printing by the Fed) makes capital allocation more difficult. Alan sees the Fed foolishly building yet another bubble that can only end in tears. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend discusses commodities, and Rob Bernard has the Fixed Income Report.
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Jim Puplava’s Big Picture: Left BehindAlso on the Big Picture: Lessons from the Master - Warren Buffett
In the first Big Picture topic this week, Jim looks at those “Left Behind” in cash since the credit crisis of 2008. Jim notes that those who have remained in cash since 2008 have lost 25% of their purchasing power. In the second topic, “Lessons From the Master” Jim goes over the key points of Warren Buffett’s annual letter to shareholders, and notes that all investors would benefit from reading it.
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Jim Puplava’s Big Picture: Are We In A Recession?Also, “What if They Held a Bull Market and Nobody Came?”
In this segment, Jim’s first topic is “Are we in a Recession?” Jim discusses a recent ECRI report that says yes, but Jim and The PFS Group say no, at least not yet. Jim notes that 60% of the leading economic indicators are still positive. Jim’s next topic is “What if they held a Bull Market and nobody came?” Jim notes that this past week set a record for the lowest participation rate from individual investors. Jim looks at valuations and notes that the P/E ratios on stocks have come down substantially since 2000, although many blue chip stocks have not moved substantially in price. Jim also answers your Q-Calls in this segment.
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3/04/2013
The Lifetime Income Series: Efficient Tax Strategies for Small Businesses and EstatesCase Study: Tim and Rebecca Hansen – Tax and Investment Strategies
In The Lifetime Income Series this week, Jim and Cathlyn look at small business tax strategies. They illustrate the issues through the case study of Tim and Rebecca Hansen, who run a small event planning business. Their business has grown rapidly, and so has their tax burden. Jim and Cathlyn discuss tax strategies and solutions in how they structure their company, as well as investment strategies for their assets and what choices may not be a good idea.
Sponsored by: PFS Group
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3/02/2013
Technician Richard Dickson: Short-term Correction, But Big Upward Move ComingAlso, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Jim welcomes technician Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees a correction in the near-term, but believes that there will be a big upward move beyond the correction. He advises using the correction to add to positions. He also discusses the huge risks ahead for bond fund investors. In addition, Ryan Puplava has the Wrap-up in the markets this week, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report.
Sponsored by: PFS Group
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Jim Puplava’s Big Picture: End Of Days – Crisis By ManagementAlso on the Big Picture: “The LEI’s and I”
In the first Big Picture topic this week, “End of Days- Crisis by Management” Jim looks at the current dysfunctional government in Washington, and wonders how long this can continue. In the next topic, “The LEI’s and I”, Jim looks at what the leading economic indicators are telling us in the first quarter of the year. There are pockets of strength, but mostly a mixed picture at this point.
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