Financial Sense Newshour: Big Picture
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”
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’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.
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
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”
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 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.
The Lifetime Income Series: Make a Plan, Stan: Strategizing Now Leads to Money Later
Special Guest: Attorney Roberta Robinson on Tax Planning Strategies
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.
Technician David Nicoski: Transports Confirming Uptrend; No Sign of a Top
Also, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research LLC. David sees no sign of a top, with financials, energy and industrials doing very well and the transports confirming the uptrend. He believes that blue chip stocks are still cheap, and US economic growth is right now the best on the planet. Also, Ryan Puplava has this week’s market update, Erik Townsend and Jim discuss commodities, and Rob Bernard has the Fixed Income Report.
Jim's Big Picture: The Fed's Exit Strategy: More Bad News For Cash Investors
Also, "Reasons For Baby Boomers to be Baby Gloomers in Retirement"
In the first Big Picture topic this week, Jim looks at the Federal Reserve’s exit strategy from its extreme low interest rate policy. Jim lays out the reasons why rates will not likely rise anytime soon, and then only slowly. This is of course bad news for any investors in cash, hoping for higher interest rates. In the next Big Picture topic, Jim explains the many reasons why the retirement system is vastly different for the Baby Boomers than the World War II generation that preceded them. Taken in total, the evidence points to a gloomy retirement ahead for many Baby Boomers. Jim also answers some of your Q-Calls in this segment.
Jim's Big Picture: Mad Max Beyond Thunderdome: Why We Do't Need Armageddon for Gold Prices to Head Higher
Also on the Big Picture: On the Record with Jim Puplava and John Loeffler
In this segment Jim gives his reasoning why gold prices can head higher without a crisis situation, or economic Armageddon. Jim sees many fundamental economic factors that could push gold and commodities higher, without the need for an “end of the world” scenario. The next topic is “On The Record”, as Jim is interviewed by John on a wide range of topics, including his macro views, investment topics and the content of the program. Jim also answers more of your Q-Calls in this segment of the program.
The Lifetime Income Series: De-Bunkering Doomsday Prepper Portfolios
Special Guest: Ben Kwon, Corporate Tax Specialist, On Structuring a Business
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.