Financial Sense Newshour
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Jim Puplava’s Big Picture: Déjà vu - That Was Then, This Is Now
Political 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.
Jim Puplava’s Big Picture: The Drill - The Economy, The Markets, and Where to Invest
Also 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.
JKC de Courcy: China Lighting Matches in Asia as Japan Considers Rearming
US redeploying assets to Asia
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Jim welcomes back JKC de Courcy, Chief Executive at Intelligence Research Ltd, publisher of Courcy’s Intelligence Brief out of London. Jim and JKC discuss a number of geopolitical hot spots, including Asia, Europe and the Middle East. One of the major stories is China’s push for regional hegemony in Asia. As China grows more aggressive and bellicose, Japan is considering a constitutional change to rearm and expand its military. As the US is re-deploying assets to Asia, Europe is pushing for military integration to fill the vacuum. In the Middle East, JKC sees the Iran/Israel conflict over nuclear weapons development coming to a head.
Adam Fergusson - When Money Dies: A Comparison Between 1920’s Weimar Germany and Today
Today’s globalized markets make a big difference
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Jim is pleased to welcome back Adam Fergusson, author of When Money Dies, written in 1975. Mr. Fergusson is also a former Member of the European Parliament, and has been a Special Adviser at the Foreign Office, and a consultant on European affairs for international industry and commerce. When Money Dies had been out of print for 30 years until recently; yet had never ceased to be quoted on both sides of the Atlantic. The book is well-known to financial commentators and has become something of a classic. Jim and Mr. Fergusson discuss the parallels and differnces between 1920’s Weimar Germany and today’s global financial system. He sees the potential for more inflation today, but not hyperinflation.
Jeff Rubin: Pipeline Politics Could Bring Tar Sands Shale Oil to a Halt
Higher energy prices on the way
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Jim welcomes back Jeff Rubin, economist and author of the recently published book on oil, “The End of Growth”. Jeff discusses the issues of pipeline politics in Canada, and how environmentalists are trying to shutdown unconventional oil production by opposing pipeline construction. Jeff also notes the massive amounts of water required for fracking, and how the current drought in the US may curtail the use of fracking. Jeff also discusses major energy producers such as Suncor walking away from projects due to poor economics. For these reasons and others, Jeff sees higher energy prices on the way.
Nicholas Eberstadt, Author of “A Nation of Takers: America's Entitlement Epidemic”
Entitlements and the long-lasting, negative impact on the character of our citizens
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Jim welcomes Nicholas Eberstadt, a political economist and a demographer by training, who holds the Henry Wendt Chair in Political Economy at American Enterprise Institute. In his book, Nicholas details the exponential growth in entitlement spending over the past fifty years. As he notes, in 1960 entitlement payments accounted for well under a third of the federal government’s total outlays. Today, entitlement spending accounts for a full two-thirds of the federal budget. He makes the case that while this spending certainly drains our federal coffers, it also has a very real, long-lasting, negative impact on the character of our citizens.
The Lifetime Income Series: You Gotta Know Where You’re Goin’ Before You Can Figure Out How to Get There
Special 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.
Technician Richard Dickson: Major Trend Gauges Are All Positive
Also, 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.
Jim Puplava’s Big Picture: A Correction, Rotation, and Then a Melt-Up
Second 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.
Jim Puplava’s Big Picture: What the Fed Said, and What It Really Means
Also 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.
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