Financial Sense Newshour Big Picture Archive

2/09/2013

Bert Dohmen: Betting On A Crash? Think Again – Central Banks In Control With Monetary Bazookas

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

Bert Dohmen

Jim welcomes back noted technician Bert Dohmen, editor of the Wellington Letter. Bert sees the Central Banks as firmly in control, and advises using any corrections as buying opportunities. Bert also believes that investors should own stocks over bonds, and that stocks will benefit from the new inflationary environment. Also, Ryan Puplava has this week’s Market Wrap-Up, Erik Townsend looks at commodities, and Rob Bernard discusses the fixed income markets.

Jim Puplava’s Big Picture: The Great Rotation

Bond Vigilantes and Bond Market Volatility

Jim Puplava

In the first topic of this week’s Big Picture, Jim looks at “The Great Rotation”; how money is moving out of cash, and eventually out of bonds and into stocks. Jim discusses the “bond vigilantes” as well as the volatility of the bond market and assesses the potential for a crash versus a gradual rotation. Jim also answers some of your Q-Calls in this segment.

Jim Puplava’s Big Picture: Understanding the Impact of a Dollar Devaluation

Also, “Harnessing the Eighth Wonder of the World: The Power of Compounding in Your Investment Portfolio”

Jim Puplava

In this segment, Jim looks at two more Big Picture topics. In the first, Jim takes an in-depth look at the impact of a dollar devaluation, and looks at some of the consequences, intended and otherwise. Jim’s next topic is “Harnessing the eighth wonder of the world: the power of compounding in your investment portfolio”. This refers to a famous quote from Albert Einstein: “Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.” Jim also answers more of your Q-Calls in this segment.

2/04/2013

Jim Puplava

This week on the Lifetime Income Series, Jim and Cathlyn Harris discuss the many reasons why setting up a trust is a critical element in estate planning, and offer a number of scenarios of what could go wrong in the absense of a trust. Jim also welcomes attorney Jeff Isaac, an expert on estate planning and trusts. Jeff is a well-known radio personality in Southern California, and is known on the radio as “The Lawyer in Blue Jeans”.

2/02/2013

Technician Shelley Moen: Add To Positions On The Next Pull-Back – Bull Market Intact

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

Shelley D Moen CMT

Jim welcomes Shelley Moen CMT, Senior Market Strategist at Vermilion Technical Research. Shelley believes that the secular bull market is intact and all systems are go. She advises investors to wait for the next pull-back and then add to positions. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up, Erik Townsend looks at commodities, and Rob Bernard has the Fixed Income Report.

Jim Puplava

In this week’s first Big Picture topic, Jim looks at “The most important chart of the last decade”. He is referring to the relationship between bonds and stocks, and how we are now seeing a technical breakout in the rotation from bonds and into equities. Jim discusses the implications of “The Great Rotation”. Jim also answers your Q-Calls in this segment.

Jim Puplava’s Big Picture: What the GDP Numbers Are Telling Us- The Impact of Policy

Also, “The Dying Of Money – The History of How Money Dies”

Jim Puplava

In this segment of the Big Picture, Jim looks at what the recent GDP numbers are telling us, and how the impact of political policy can affect the economy. In the next topic, “The Dying of Money”, Jim analyzes the history of how money dies, and why the rich get richer and the poor get poorer.

Jim Puplava’s Big Picture: On The Record

John interviews Jim on bond funds, diversification, “waiting for Armageddon” and much more

Jim Puplava

In this monthly edition of “On The Record”, John interviews Jim on a variety of important topics for investors, including advice for those stuck in cash, laddered bonds vs. bond funds, diversification of assets, short-term vs. long-term time horizons, the Petro Business Cycle vs. Peak Oil, and allocation of precious metals in a portfolio.

1/28/2013

The Lifetime Income Series: Tax Planning for the Rich and Famous - Helping Out Phil

This week's guest: Alison Farrin CPC & QPA, on Deferred Compensation and Defined Benefit Planning

Jim Puplava

In this week's Lifetime Income Series, Jim offers advice to professional golfer Phil Mickelson (with tongue firmly in cheek) in "Tax Planning for the Rich and Famous: Helping out Phil". While Phil may not actually need the advice, there are likely many others in a similar situation who could benefit from tax planning. Also on this week’s program is Alison Farrin QPA, QKA, CPC, COO of Innovative Pension Strategy & Design in San Diego. Alison discusses deferred compensation and defined benefit planning strategies.

1/26/2013

Technician Louise Yamada: All Systems Go- We May Be Seeing Early Signs of New Secular Bull Market

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

Louise Yamada CMT

Jim is pleased to welcome back award-winning technician Louise Yamada this week. Louise sees the possibility of a new secular bull market in stocks, driven by massive liquidity from the Federal Reserve. She is not concerned about the VIX index, as long as it stays below 20. Louise sees the industrials and energy sectors leading as the market advance broadens. She also sees the bond market as a major source of concern, with high risks to investors. Also in this segment, Ryan Puplava has his Wrap-Up of the markets this week, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report. Jim also answers some of your Q-Calls in this segment.