Financial Sense Newshour Big Picture Archive

2/02/2013

Jim Puplava’s Big Picture: What the GDP Numbers Are Telling Us- The Impact of Policy

Also, “The Dying Of Money – The History of How Money Dies”

Jim Puplava

In this segment of the Big Picture, Jim looks at what the recent GDP numbers are telling us, and how the impact of political policy can affect the economy. In the next topic, “The Dying of Money”, Jim analyzes the history of how money dies, and why the rich get richer and the poor get poorer.

Jim Puplava’s Big Picture: On The Record

John interviews Jim on bond funds, diversification, “waiting for Armageddon” and much more

Jim Puplava

In this monthly edition of “On The Record”, John interviews Jim on a variety of important topics for investors, including advice for those stuck in cash, laddered bonds vs. bond funds, diversification of assets, short-term vs. long-term time horizons, the Petro Business Cycle vs. Peak Oil, and allocation of precious metals in a portfolio.

1/28/2013

The Lifetime Income Series: Tax Planning for the Rich and Famous - Helping Out Phil

This week's guest: Alison Farrin CPC & QPA, on Deferred Compensation and Defined Benefit Planning

Jim Puplava

In this week's Lifetime Income Series, Jim offers advice to professional golfer Phil Mickelson (with tongue firmly in cheek) in "Tax Planning for the Rich and Famous: Helping out Phil". While Phil may not actually need the advice, there are likely many others in a similar situation who could benefit from tax planning. Also on this week’s program is Alison Farrin QPA, QKA, CPC, COO of Innovative Pension Strategy & Design in San Diego. Alison discusses deferred compensation and defined benefit planning strategies.

1/26/2013

Technician Louise Yamada: All Systems Go- We May Be Seeing Early Signs of New Secular Bull Market

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

Louise Yamada CMT

Jim is pleased to welcome back award-winning technician Louise Yamada this week. Louise sees the possibility of a new secular bull market in stocks, driven by massive liquidity from the Federal Reserve. She is not concerned about the VIX index, as long as it stays below 20. Louise sees the industrials and energy sectors leading as the market advance broadens. She also sees the bond market as a major source of concern, with high risks to investors. Also in this segment, Ryan Puplava has his Wrap-Up of the markets this week, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report. Jim also answers some of your Q-Calls in this segment.

Jim Puplava’s Big Picture: Where Are We In The Business Cycle? How Will We Know When We’re At The End?

Also, “Tax & Spend = Borrow & Print = Inflation” and “What You Need To Know About Gold and Silver”

Jim Puplava

In this week’s Big Picture segment, Jim first looks at where we are in the current business cycle, and how we will know when the cycle ends. Jim next discusses the topic of inflation that he introduces in the form of an equation: “Tax and spend equals borrow and print, equals inflation”. His last topic is “What you need to know about gold and silver- why you own it, why you sit on it, and why gold stocks are a better value”. Jim also answers more of your Q-Calls in this segment.

1/21/2013

The Lifetime Income Series: Avoiding Taxes on Highly Compensated Employees

Tom and Jacqueline Fuller: A Case Study of a Highly Paid Technology Executive

Jim Puplava

In this week’s edition of the Lifetime Income Series, Jim looks at the topic of how highly-compensated employees can avoid paying a high tax rate, and also use these strategies to plan for retirement. Jim further explores this subject with a case study of Tom and Jacqueline Fuller, and how Tom, a highly-paid technology executive, was able to lessen his tax burden and fund a successful retirement.

1/19/2013

Technician Craig Johnson: Predicting S&P 1700 This Year, As Money Flows From Bonds to Stocks

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

Craig Johnson CMT CFA

Jim is pleased to welcome back Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. Craig notes that whenever a crisis eases, markets often head higher. In addition, he feels that as the economy begins to recover, asset allocation begins to shift. Craig sees money flowing out of bonds and bond funds and into stocks this year. He believes that the public has a perception it can’t lose money in bonds, but he says the public is wrong, and the risks are high in the bond market. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend has the Commodity Report, and Rob Bernard discusses fixed income.

Jim Puplava’s Big Picture: Waiting For Armageddon

Also on the Big Picture, “Irrational Apprehension” and “Inflation- Killing You Softly”

Jim Puplava

In the Big Picture this week, Jim has three related topics. The first is “Waiting For Armageddon”, which focuses on investors stuck in cash, waiting for the world to end. The next topic, “Irrational Apprehension” deals with the fearful investor making irrational decisions that will end up doing way more harm than good. The last topic is “Inflation-Killing You Softly”, where Jim discusses the loss of purchasing power and standard of living by staying only in cash, which returns a negative interest rate.

1/14/2013

The Lifetime Income Series: What Is a Realistic Rate of Return on Your Retirement Investments?

Also, Yolanda York on Avoiding Medicare and Social Security Mistakes

Jim Puplava

This week on the Lifetime Income Series, Jim looks at what is a realistic annual rate of return on your retirement investments. With annuity rates low, as well as all fixed income at very low yields, Jim discusses what is realistic in terms of rates of return.

Also, Jim is pleased to welcome back Yolanda York, Social Security Public Affairs Director in San Diego County. This week, Yolanda discusses Medicare issues, how to apply online, when to apply, and deadlines in applying for Medicare Part B. Yolanda also discusses new information on Social Security planning and how to avoid Medicare and Social Security mistakes.

1/12/2013

Technician Dave Nicoski: Breakout in Dow Transports Confirming Dow Theory

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

David P Nicoski CMT

Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. Dave is currently positive, seeing breakouts in the S&P 400 Mid-Cap and Russell 2000 indices. He also believes sector rotation has turned now in favor of technology, transports, materials and manufacturing. Dave also sees a breakout in Biotech driving the healthcare sector at present. He notes that if trouble is brewing down the road, look for a major uptick in bond yields, a break-down in the US dollar, and a big rise in gold prices. Also this week, Ryan Puplava has the Market Wrap-up, Erik Townsend looks at Commodities, and Rob Bernard has the Fixed Income Report.