Financial Sense Newshour Big Picture Archive

4/20/2013

Jim Puplava’s Big Picture: Drop, Pop, And A Melt-Up In The Stock Market

Also, “The Dividend Story Keeps Getting Better, Better and Better”

Jim Puplava

In this segment of the Big Picture, Jim looks at two stock related topics. In “Drop, Pop and a Melt-up in the Stock Market”, Jim discusses the idea that the next stock market melt-up will be caused by the flight of global capital coming into the US from both Asia and Europe. In the next topic, “The Dividend Story keeps getting Better, Better and Better”, Jim looks at the reasons why to own dividend-paying equities, and the trend of growing dividend pay-outs in the first quarter of 2013. Jim will also answer your Q-Calls in this segment of the program.

Jim Puplava’s Big Picture: Fast and Furious- Paper Gold vs. Physical Gold - The Real Story Behind Gold’s Decline

Kathryn Derbes of KDerbes Precious Metals LLC - “We’re Completely Out of Silver Eagles - They’re Gone”

Jim Puplava

In this segment of the Big Picture Jim looks at the large decline in gold and silver, and gets into the reasons behind the carnage, as well as the huge difference between “physical gold & silver” and “paper gold & silver”.  Jim notes that investors should know why they own gold, understand it, and then leave it alone. Also, Kathy Derbes CFA, and CEO of KDerbes Precious Metals LLC, joins Jim in this segment. She notes the current record buying of physical precious metals, last seen during the Lehman crisis, and says her firm is “completely out” of Silver Eagles. Kathy is not even taking orders for more Eagles, as it may take six to eight weeks or more to acquire them.

4/15/2013

The Lifetime Income Series: A Bond Is Not A Stock; That’s Why It Diversifies Your Portfolio

Special Guest: Attorney Tom Collett Discusses Tax-efficient Business Planning

Jim Puplava

In this week’s edition Jim and Cathlyn discuss the function of bonds in a portfolio, and how to evaluate them. They go over bond basics such as maturity date, coupon yield and current yield, as well as identifying the main bond risks. Jim explains the primary functions of a bond in a portfolio allocation, as well as how to assess the performance of bonds within a portfolio. They also reiterate the important difference between a bond and a bond fund. The guest this week is Tom Collett, Senior Attorney at Standard Retirement Services, Inc. in Cincinnati, Ohio. Tom will discuss tax-efficient business planning.

4/13/2013

Technician Craig Johnson: S&P Going to 1700 By Year End and 2000 Next Year

Also, Ryan Puplava with the Market Wrap-up, Chris Puplava on Gold, and Rob Bernard on Fixed Income

Craig Johnson CMT CFA

Jim welcomes back Craig Johnson CMT CFA, a Principal and Senior Technical Research Analyst at Piper Jaffray. Craig sees the S&P reaching 1700 by years end, although he notes that investors are still skeptical and only reluctantly long. Craig sees the next great catalyst to launch the market higher will be the shift from bonds and bond funds into stocks, as interest rates begin to climb. Also this week, Ryan Puplava wraps up this week in the markets, and Chris Puplava joins the program to discuss the volatile gold market. Rob Bernard looks at interest rates and the fixed income market this week.

Jim Puplava’s Big Picture: The Dow Hits A New Record High - Are Stocks Overpriced?

Also on the Big Picture, “Gold - The Final Maalox Moment - I Want To Hold Your Hand”

Jim Puplava

This week on the Big Picture Jim looks at two important topics, the Dow and Gold. In the first topic, Jim puts this week’s record highs in the Dow Jones index in context and offers his analysis on current stock valuations. In the next topic, Jim discusses if this week’s washout in gold is the final “Maalox Moment”. He also looks closely at gold leasing as one of the key culprits behind the severe selling pressure. Jim’s characterization of the gold leasing market can be summarized in the following question: “It’s 12 O’clock- Do you know where your gold is?”

Jim Puplava’s Big Picture: Budget Games - The Real Truth Behind Washington’s Budget Process

Newspeak Terms - The Main Stream Media as Orwellian Mouthpiece

Jim Puplava

Jim’s Big Picture topic this segment focuses on the recent budget “negotiations” going on in Washington. Jim pulls back the curtain on Washington’s budget games and gives his perspective on the current budget process. Jim sees it as 21st century feudalism, as budgetary policies favor big government and big business over small business, which has always been the engine for job creation. He also takes the main stream media to task for allowing Washington to use “Orwellian Newspeak” to describe the budgetary process. Jim will also answer your Q-Calls in this segment of the program.

4/06/2013

Technician Louise Yamada: Short-Term Consolidation Upon Us; Markets Ready For a Pause

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

Louise Yamada CMT

Jim is pleased to welcome noted technician Louise Yamada CMT, Managing Director of Louise Yamada Technical Research Advisors. Louise sees a short-term consolidation ahead, and thinks the markets are ready for a pause (click here for charts). She sees a 5-10% decline as not out of line. She admits monetary policy by the Fed is a big factor in today’s stock market. On gold, Louise believes the technical factors don’t look good at the present, with distribution taking place. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend covers commodities, and Jim Puplava has this week’s Fixed Income Report, sitting in for Rob Bernard.

Jim Puplava’s Big Picture: Wash, Rinse and Repeat- That Was Then, This Is Now

Also, “Has The Glitter Faded? Why Gold Prices Can Still Go Higher”

Jim Puplava

In this week’s first Big Picture topic “Wash, Rinse and Repeat – that was then, this is now” Jim looks at a repeat of the Petro Business Cycle pattern for the fourth year in a row. The familiar economic scenario features a strong start to the year, then the LEI’s roll over and the economy starts to slow, which is followed by more Federal Reserve stimulus, which leads to a strong finish to the year. Wash, rinse and repeat. The next topic, “Has the glitter faded? Why gold prices can go higher” is in response to the weak precious metals market. Jim continues his thesis that you don’t need a Doomsday scenario to see rising gold prices in the future. This topic also leads into Jim’s in-depth conversation with John Kaiser on gold in the next segment of the program. Jim also answers some of your Q-calls in this segment.

Jim Puplava’s Big Picture: An In-Depth Conversation on Gold with John Kaiser

The Reasons Behind the Bear Market in Gold Equities and What Comes Next

Jim Puplava

Jim welcomes special guest and independent gold analyst John Kaiser of Kaiser Research Online and Kaiser Bottom-Fish Online. In a wide-ranging discussion on gold and gold equities (click here for charts), John and Jim look at the reasons behind the bear market in gold equities; the fundamentals of the mining business, the rise of the Robo-Traders, and the role (and complicity) of the regulators. They also discuss catalysts for why the gold market can recover and continue higher, and why it won’t take Armageddon. John and Jim also advise what to do as a gold stock investor, and how to not fall prey to the Robo-Traders. Also, Jim answers more of your Q-Calls in this segment.

4/01/2013

The Lifetime Income Series: Make a Plan, Stan: Strategizing Now Leads to Money Later

Special Guest: Attorney Roberta Robinson on Tax Planning Strategies

Jim Puplava

In this week’s edition, Jim and Cathlyn discuss the reasons to formulate retirement and estate plans early, and why this can be very beneficial later on in retirement. They look at a case study and offer specific solutions for creating a more successful retirement. The guest this week is attorney Roberta Robinson, who speaks about tax planning for the “not-quite-1%-ers” and discusses specific tax planning strategies. Roberta is well known for her ability to explain complex ideas in a clear manner.