Beware New Fed Policies, Silver Breakout, Bond Yields vs. Dividend Yields

John Butler: John Butler, Partner, Amphora Capital LLC has over 16 years experience in the global financial industry, having worked for European and US investment banks in London, New York and Germany. Most recently he was Managing Director and Head of the Index Strategies Group at Deutsche Bank in London, where he was responsible for the development and marketing of proprietary, index-based quantitative strategies for global interest rate markets.

Prior to joining DB in 2007, John was Managing Director and Head of European Interest Rate Strategy at Lehman Brothers in London, where he and his team were voted #1 in the Institutional Investor research survey. He has been an occasional contributor to financial publications, including the Financial Times, Wall Street Journal, Boersenzeitung and Handelsblatt.

On the Financial Sense Newshour this week, John Butler speaks with Jim Puplava about the new Federal Reserve policy options that are likely to backfire. He also makes a strong case for commodities going forward.

David Morgan: David Morgan has a BS in Engineering and a Masters in Business (finance and international business). David has been a private economist and precious metals analyst for over twenty years. He adheres to the Austrian School of Economics, although his degree is not from the Mises Institute. David has written numerous articles, some of which may be viewed at Gold-Eagle. Mr. Morgan also writes Silver-Investor.com Newsletter.

On the Financial Sense Newshour this week, David Morgan speaks with Jim Puplava about the "big money" that is now buying silver and its implications. He also discusses JP Morgan getting rid of their proprietary trading desk. Lastly, David talks about the increasing premiums charged for Silver Eagle coins over the spot price of silver, indicating tighter supply conditions.

Ron Greiss: Ronald L. Griess, proprietor of The Chart Store, is an investment professional with over 40 years of experience in portfolio management, investment and economic research and sales. A Nebraska native and University of Nebraska graduate, Ron began his career in 1969 and has always been fascinated with the "big picture." He has found charts to be very beneficial in the research and decision-making process. His love of collecting data and drawing charts has resulted in The Chart Store web site. The library of charts he has assembled is one of the largest to be found anywhere.

This week Ron and Jim discuss the relationship between stock dividend yields and corporate bond yields on the Financial Sense Newshour. Ron’s chart work indicates that currently stocks are a better value than bonds.