Financial Sense Newshour Big Picture Archive

5/04/2013

Jim Puplava

In this Big Picture segment Jim looks at the mechanics of inflation, and why stock prices are likely headed higher as a result. Jim notes that historically, every monetary inflation begins with a rise in stock prices. Jim also answers your Q-Calls in this segment of the Financial Sense Newshour.

4/29/2013

The Lifetime Income Series: Custom vs. Cookie-Cutter: Smarter Retirement Investing

Special Guest: Gregory French, J.D., President of the National Academy of Elder Law Attorneys (NAELA)

Jim Puplava

This week Jim and Cathlyn discuss smarter retirement investing, relying less on cookie-cutter approaches and old allocation models for retirement. They discuss common mistakes and misguidance, as well as custom solutions in lieu of the cookie-cutter approach. The guest this week is attorney Gregory French, who will discuss legal issues and financial planning for long-term care, hospice, and VA benefits.

4/27/2013

Technician Tom McClellan: Gold Cycling Up – Summer Doldrums Ahead for Stocks

Also, Ryan Puplava with the Market Wrap, Erik Townsend on Commodities, and Rob Bernard with the Fixed Income Report

Tom McClellan

Jim welcomes back noted technician Tom McClellan of The McClellan Market Report. Tom sees some near-term problems in the markets through the summer, but is optimistic long-term on the stock market for the balance of the decade. Tom sees gold cycling up, and notes that junior gold stocks are widely disliked, and thus present a great opportunity. Also, Ryan Puplava has the Market Wrap-up this week, Erik Townsend discusses commodities, and Rob Bernard looks at the fixed income market. (Click here for charts)

Jim Puplava’s Big Picture: A Soft Patch Ahead - LEI’s Rolling Over

Also on the Big Picture: Another Government Manufactured Crisis

Jim Puplava

In this week’s first Big Picture topic, Jim sees another soft patch ahead for the economy, as the Leading Economic Indicators are starting to roll over, anticipating a slowdown ahead. In his next topic, “Another Government Manufactured Crisis” Jim looks at the Air Traffic Controller mess that the FAA claims is a result of Sequestration. As is frequently the case in governmental actions, common sense seems to be in short supply. Jim also answers your Q-Calls in this segment of the program.

Jim Puplava’s Big Picture: A Conversation With Keith Barron – The New Gold Stock Paradigm

Changes In The Gold Mining Industry - Better News For Investors

Jim Puplava

Jim welcomes renowned geologist Keith Barron, PhD to the program. Keith was co-founder of Ecuadorian gold explorer Aurelian Resources Inc. and made the colossal Fruta del Norte gold discovery in 2006. Keith is currently founder and Exploration Geologist at U308 Corp. Keith and Jim discuss the new “gold stock paradigm” that is emerging, where companies are becoming more investor-friendly, relying less on the old “acquisition of ounces” model, and more on increasing shareholder value through cost controls, and emphasis on quality over quantity.

4/22/2013

The Lifetime Income Series: Turning It Around – A Budget and Long Term Care Solution

Special Guest: Dr. Bonnie Olsen on Elder Financial Fraud and Abuse

Jim Puplava

This week Jim and Cathlyn use the case study of Joe and Irene Turner to illustrate several issues facing today’s retirees. These issues include Long Term Care and medical expenses, fear of the financial markets, inflation, the difficulty of maintaining quality of life in a 0% interest rate environment and reconciling budgets versus sources of income. The guest this week is Dr. Bonnie Olsen of the National Center on Elder Abuse at UC Irvine. Dr. Olsen discusses financial fraud and abuse on the elderly and how to avoid it. 

4/20/2013

Technician Ralph Acampora: Stock Market In A Corrective Mode; Still A Primary Bull Market

Also, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income

Ralph Acampora

Jim is pleased to welcome back legendary technician Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph sees the market in a corrective mode, which could last a month or so. He notes divergences in the Transports and the DAX. He sees the US and Japan as the best places to invest, and believes the secular bull is still in the early stages. However, Ralph sees the bond bull-market in the 9th inning of its long 30 year run. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend discusses gold and commodities, and Rob Bernard looks at bonds and interest rates in the Fixed Income Report.

Jim Puplava’s Big Picture: Drop, Pop, And A Melt-Up In The Stock Market

Also, “The Dividend Story Keeps Getting Better, Better and Better”

Jim Puplava

In this segment of the Big Picture, Jim looks at two stock related topics. In “Drop, Pop and a Melt-up in the Stock Market”, Jim discusses the idea that the next stock market melt-up will be caused by the flight of global capital coming into the US from both Asia and Europe. In the next topic, “The Dividend Story keeps getting Better, Better and Better”, Jim looks at the reasons why to own dividend-paying equities, and the trend of growing dividend pay-outs in the first quarter of 2013. Jim will also answer your Q-Calls in this segment of the program.

Jim Puplava’s Big Picture: Fast and Furious- Paper Gold vs. Physical Gold - The Real Story Behind Gold’s Decline

Kathryn Derbes of KDerbes Precious Metals LLC - “We’re Completely Out of Silver Eagles - They’re Gone”

Jim Puplava

In this segment of the Big Picture Jim looks at the large decline in gold and silver, and gets into the reasons behind the carnage, as well as the huge difference between “physical gold & silver” and “paper gold & silver”.  Jim notes that investors should know why they own gold, understand it, and then leave it alone. Also, Kathy Derbes CFA, and CEO of KDerbes Precious Metals LLC, joins Jim in this segment. She notes the current record buying of physical precious metals, last seen during the Lehman crisis, and says her firm is “completely out” of Silver Eagles. Kathy is not even taking orders for more Eagles, as it may take six to eight weeks or more to acquire them.

4/15/2013

The Lifetime Income Series: A Bond Is Not A Stock; That’s Why It Diversifies Your Portfolio

Special Guest: Attorney Tom Collett Discusses Tax-efficient Business Planning

Jim Puplava

In this week’s edition Jim and Cathlyn discuss the function of bonds in a portfolio, and how to evaluate them. They go over bond basics such as maturity date, coupon yield and current yield, as well as identifying the main bond risks. Jim explains the primary functions of a bond in a portfolio allocation, as well as how to assess the performance of bonds within a portfolio. They also reiterate the important difference between a bond and a bond fund. The guest this week is Tom Collett, Senior Attorney at Standard Retirement Services, Inc. in Cincinnati, Ohio. Tom will discuss tax-efficient business planning.