Financial Sense Newshour Big Picture Archive
6/01/2013
Jim Puplava’s Big Picture: Déjà vu - That Was Then, This Is NowPolitical and economic parallels between the 1960’s-1970’s and today
In this week’s first Big Picture topic, Jim takes an in-depth looks at the many economic and political similarities between today and what occurred during the late 1960’s through the 1970’s. Jim looks at interest rates and inflation, the price of gold, Middle East turmoil, political scandals, tax policy, the regulatory environment, and movement in the markets.
Sponsored by: PFS Group
|
Jim Puplava’s Big Picture: The Drill - The Economy, The Markets, and Where to InvestAlso on the Big Picture: Fish Talk - Jim discusses his improved health through dietary changes
In this segment of the Big Picture Jim discusses “The Drill”, where he and the portfolio team discuss the LEIs, the markets and where things are headed. They look at the various segments of the market and economy and discuss where to invest given the current conditions as well as leading economic trends. In the next Big Picture topic, “Fish Talk” Jim takes a brief look at how he has changed his diet and improved his overall health using elements of the Paleo Diet and vegetarian-based nutritional plans. Jim also answers your Q-Calls in this hour of the program.
Sponsored by: PFS Group
|
5/27/2013
The Lifetime Income Series: You Gotta Know Where You’re Goin’ Before You Can Figure Out How to Get ThereSpecial Guest - Dick Gregerson on the Importance of a Business Plan and a Succession Plan
This week Jim and Cathlyn discuss the difficult environment many retirees face and how to create a plan for a secure retirement. They discuss the “new normal” of a low interest rate environment, which has followed bear markets in technology and housing. The result is many people don’t have the assets they thought they would have. In addition, many retirees have seen their incomes fall as the Fed has reduced interest rates for savers to zero. In this environment it is more important than ever to have a plan, and that plan should drive what you do with your investments. The guest this week is Dick Gregerson, President of Janas Associates and Janas Consulting. Dick discusses the importance of a business plan, a succession plan, and how to best prepare for the sale of your company.
Sponsored by: PFS Group
|
5/25/2013
Technician Richard Dickson: Major Trend Gauges Are All PositiveAlso, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard notes that the major trend gauges are all positive at present. He sees a similarity in the markets to 1995, when there were no real corrections before the next advance. He believes the “Great Rotation” from bonds to stocks has not yet begun, but the “Fat Lady is warming up to start singing”, as evidenced by recent weakness in utilities. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend covers Commodities, and Rob Bernard has the Fixed Income Report.
Sponsored by: PFS Group
|
Jim Puplava’s Big Picture: A Correction, Rotation, and Then a Melt-UpSecond half of 2013 all about rotation and cyclicality
In his first Big Picture topic this week, “A Correction, Rotation, and then a Melt-Up” Jim looks at the market for the second half of 2013. Jim believes we will see a short and shallow correction, followed by a rotation into cyclical stocks as the Reflation Trade plays catch-up in the second half. The “Melt-Up” might occur late in the year if bonds start to sell off and cash floods into stocks from the bond market. Jim also answers your Q-Calls in this segment of the program.
Sponsored by: PFS Group
|
Jim Puplava’s Big Picture: What the Fed Said, and What It Really MeansAlso on the Big Picture: The risk of double taxation
Jim’s next Big Picture topic centers on Ben Bernanke’s testimony on Capitol Hill this week. His remarks seemed to cause some confusion in the financial markets. Bernanke said premature tightening would carry a substantial risk of ending the economic recovery, but didn’t really provide much detail on when or if the Fed would begin to withdraw stimulus. Jim reads the tea leaves and gives his analysis of the Fed’s exit strategy. In the next topic, “The Risk of Double Taxation” Jim discusses the latest Congressional hunt for more tax revenue, this time focusing on Apple and its hoard of overseas cash. Jim looks at the very high corporate tax rates in the US, and the valid reasons corporations are reluctant to repatriate overseas cash.
Sponsored by: PFS Group
|
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”
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.
Sponsored by: PFS Group
|
5/18/2013
Ryan Puplava: Cyclical Rotation - The “Taper Trade” Is On, Defensive Stocks Are OffAlso, Ryan with the Market Wrap-Up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
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.
Sponsored by: PFS Group
|
Jim Puplava’s Big Picture: Game of Thrones - The Dollar vs. GoldAlso, “Forget a QE Exit Plan - Serial Money Printing Is the Wave of the Future”
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.
Sponsored by: PFS Group
|
Jim Puplava’s Big Picture: The Petro Business Cycle Equals The New NormalThe Price of Oil Is Impacting Monetary Policy
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.
Sponsored by: PFS Group
|
FS Newshour Q-Line
Question? Give us a call!
USA Toll Free 800.794.6480
Int'l 208.758.0383 (Toll Charge)
Sponsored
