Financial Sense Newshour Big Picture Archive

5/20/2013

The Lifetime Income Series: The Cost of Waiting for “The Right Time”

Special Guest - Robb Wolf, author of the best-selling book, “The Paleo Solution - The Original Human Diet”

Jim Puplava

This week Jim and Cathlyn discuss the situation of investors who would like to diversify an over-allocation in metals, but are waiting for the market to “recover” before they make any changes. Jim uses the case study of Thomas Leaderman to illustrate the costs of waiting for “the right time”. Jim’s guest this week is best-selling author Robb Wolf, author of “The Paleo Solution- The Original Human Diet”. Robb, a former research biochemist, has transformed the lives of people around the world via his podcast, books and seminars.

5/18/2013

Ryan Puplava: Cyclical Rotation - The “Taper Trade” Is On, Defensive Stocks Are Off

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

Ryan Puplava CMT

Ryan Puplava does double duty this week, giving his technical analysis on the markets as well as his weekly Market Wrap-up. Technically, Ryan sees a cyclical rotation of stocks into what he refers to as The Taper Trade, and out of more defensive stocks such as health care and utilities. Ryan is bullish on energy and copper as they are tied to more robust economic activity. Ryan also discusses bonds, gold and currencies. In addition, Erik Townsend looks at Commodities and Rob Bernard has the Fixed Income Report.

Jim Puplava’s Big Picture: Game of Thrones - The Dollar vs. Gold

Also, “Forget a QE Exit Plan - Serial Money Printing Is the Wave of the Future”

Jim Puplava

The first Big Picture topic this week is “Game of Thrones - the Dollar vs. Gold”. Jim looks at the massive global currency debasement among central banks, and in that current game the dollar is king. Gold is in the background and not a major player. Jim believes this will not last, but for now the dollar is winning the game. The next topic, “Forget a QE Exit Plan, Serial Money Printing is the Wave of the Future”, Jim notes that 14 central banks around the world have cut interest rates, and are printing money with no exit strategy in sight. He notes that the next Fed Chairperson, widely assumed to be Janet Yellen, will make Ben Bernanke look conservative when it comes to money printing.

Jim Puplava

In this segment of the Big Picture, Jim looks at how the price of oil has affected the economy and growth over the past three years, and how his concept of the Petro Business Cycle looks like it will be the “New Normal” in the years ahead. He also references recent interviews with oil experts Dr. Robert Hirsch and Dr. Oliver Inderwildi who concurred with his analysis on the Petro Business Cycle. Jim also answers your Q-calls in this segment of the program.

5/13/2013

The Lifetime Income Series: Waiting to Get In - Hard to Make Money From the Sidelines

Special Guest: Peter Bell, president of the National Reverse Mortgage Association

Jim Puplava

This week Jim and Cathlyn discuss the dilemma of those sitting on the sideline in cash. When is the right time to make a move? They illustrate the issue by discussing the case study of a retired couple, David and Michelle, who are unhappy with the meager returns on cash and CDs, but have not been ready to make a move into the market. Jim lays out a strategy to boost their income, but warns that time may be running short for income investors. This week’s guest is Peter Bell, president & CEO of the National Reverse Mortgage Association.

5/11/2013

Technician Shelley Moen: This Market Rally Has Legs - All Sectors Are Rising

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

Shelley D Moen CMT

Jim welcomes back Shelley D Moen CMT, Senior Market Strategist at Vermilion Technical Research, LLC. Shelley tells Jim that this is the best she has felt about the market since the bottom in 2002. She notes the Dow Theory buy signal, and believes this market has room to move higher. Shelley mentions that the Technology, Energy and Industrial sectors are all undervalued and very attractive at current levels. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend discusses commodities, and Rob Bernard has the Fixed Income Report.

Jim Puplava’s Big Picture: Time Is Running Out for Income Investors: Avoiding Impoverishment

Also, on the Big Picture: Dividend Stocks – Still the Best Game in Town

Jim Puplava

In this week’s first topic on the Big Picture, Jim looks at the global problem of low interest rates for investors, and how difficult it is for those who need interst income to survive. Jim sees time running out in that any significant yield in the future will come with higher risk. Jim disucsses what a yield-starved investor should do. In the next Big Picture topic, which relates to the first topic, Jim lays out the case that dividend-paying stocks are still the best game in town. Jim also looks at specfic sectors within the dividend stock universe and explains why these blue-chip dividend plays are the best alternative in the current environment. Jim also answers your Q-Calls in this segement of the program.

5/06/2013

The Lifetime Income Series: Who Wants To Be A Millionaire?

Understanding compound interest - the eighth wonder of the world

Jim Puplava

This week on the Lifetime Income Series, Jim and Cathlyn discuss the very important topic of compound interest, once famously called “the eighth wonder of the world” by Albert Einstein. Jim and Cathlyn offer examples to explain the concept and why it is so important to start early, invest wisely and stay disciplined. The special guest this week is Veronica Dagher, a columnist at Dow Jones Company and The Wall Street Journal. Veronica discusses the mistakes people make with their 401-k’s and how to avoid them.

5/04/2013

Technician Stan Weinstein: Still A Bullish Outlook For Stocks

Also, Chris Puplava with a Macro look at the second half, Erik Townsend on Commodities, and Rob Bernard on Fixed Income

Stan Weinstein

Jim is pleased to welcome back technician Stan Weinstein, editor and publisher of the "Global Trend Alert," a financial advisory service for institutional investors. Stan sees the possibility of a short-term correction, but believes the current rally has more legs, given that the S&P closed above 1600 on Friday. Stan is still clearly bullish in his outlook, and also notes the rapid sector rotations. If we get a correction, he believes it will be a controlled correction. Stan is neutral on bonds, and negative on gold, at least for the next few months. Also in this segment, Chris Puplava gives his macro outlook for the second half of this year, Erik Townsend looks at commodities, and Rob Bernard has the Fixed Income Report.

Jim Puplava’s Big Picture: The Next Rotation - Unloved, Unappreciated and Undervalued

Also on the Big Picture: On The Record - with Jim and John

Jim Puplava

In the first Big Picture topic this week, Jim looks at the next stock market rotation. He believes it will focus on the energy, technology and materials sectors, all of which are currently unloved, unappreciated and undervalued. The next topic will be the monthly conversation, On The Record, where John asks Jim questions of timely and topical importance. Some of the topics covered include why Jim is optimistic on stocks, why you don’t want to store your bullion at a Wall Street bank, what distinguishes Jim’s practice from others in the industry, and why QE will end badly.