Financial Sense Newshour Big Picture Archive

3/25/2013

The Lifetime Income Series: De-Bunkering Doomsday Prepper Portfolios

Special Guest: Ben Kwon, Corporate Tax Specialist, On Structuring a Business

Jim Puplava

This week Jim and Cathlyn discuss Doomsday portfolios, mostly cash and gold, and suggest that investors look at potential outcomes and consider diversifying their assets. They discuss historical disasters and note what worked best, and also look at what would likely happen in a dollar crash. Jim and Cathlyn discuss a more balanced approach, one that would still offer protection, but also participate in market advances. In the next section of the program, Jim speaks with Ben Kwon, an expert on how to structure a business. This is great information for those considering starting a small business and wondering if they should incorporate, and if so, what form it should take.

3/23/2013

The Big Picture: The Significance of Cyprus – Is the US Dollar on the Cusp of a Surprise?

Also on the Big Picture: “Triple Top or New Secular Bull Market?” and “Still Waiting For Armageddon?”

Erik Townsend

In this week’s edition of the Big Picture, Erik Townsend and Ryan Puplava sit in for Jim and discuss three different topics. The first, “The Significance of Cyprus- US Dollar on the cusp of a surprise?” deals with the events in Cyprus in the context of helping to stregthen the US dollar. Combining this banking fiasco with central banking printing around the globe, the US dollar looks primed to stregthen, which most do not expect. They discuss the implications for stocks, gold and commodities if this were to happen. In the next Big Picture topic, “Triple Top or New Secular Bull Market?”, Erik and Ryan discuss the issue, and make distinctions between economic recovery and stock market strength. In the last topic, “Still Waiting for Armageddon?” Erik and Ryan look at those still waiting for a disaster in their “bunker”, and stress that no matter when, or if, the calamity arrives, investors need to have a financial plan in place and not be paralyzed by fear. They also discuss the possibility that there could be a bond market melt-down, but that stocks might benefit.

Technician Tracy Knudsen: Short-Term Risks, But Long-Term Strongly Bullish Outlook For Stocks

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

Tracy L Knudsen CMT

This week Erik Townsend sits in for Jim and welcomes technician Tracy Knudsen CMT, Senior Vice President & Senior Analyst at Lowry Research Corporation. Tracy notes that despite some short-term risks to the market, she has a strongly bullish long-term outlook for the stock market. In addition, John Loeffler discusses the this week’s market with Ryan Puplava, commodities with Erik Townsend, and fixed income with Rob Bernard.

3/18/2013

The Lifetime Income Series: After You’re Gone- Preparing and Protecting Your Spouse

Special Guest: Dr. Judith Fradkin on Type 2 Diabetes- Risk and Prevention

Jim Puplava

In this week’s edition, Jim and Cathlyn discuss the important but difficult topic of preparing and protecting a spouse if you were to die first. They discuss the importance of consolidating estate and financial documents, reviewing financial plans, looking at the possibility of using a corporate trustee. They also discuss the emotional aspect that is a critical component of the preparation process. Also on the program, Dr. Judith Fradkin of the National Institute of Health speaks with Jim on Type 2 diabetes. Dr. Fradkin discusses the risk factors, and also prevention measures to help avoid the disease.

3/16/2013

Technician Charles Nenner on Bond Funds: Get Out Now While You Can

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

Charles Nenner

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.

Jim Puplava

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.

Jim Puplava’s Big Picture: The Confidence Game- How Central Banks Manage the Economy and Inflationary Expectations

Also, “Security Analysis by Benjamin Graham- That Was Then, This Is Now”

Jim Puplava

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.

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

Jim Puplava

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.

3/09/2013

Technician Alan Newman: Margin Debt At Third Highest Level in History

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

Alan Newman

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.

Jim Puplava’s Big Picture: Left Behind

Also on the Big Picture: Lessons from the Master - Warren Buffett

Jim Puplava

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.