Financial Sense Newshour
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Don Coxe: American Ingenuity Triumphing Over Government Interference
Bernanke’s Message to Investors: Get Out of Cash
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Jim is pleased to welcome back Don Coxe, Chairman at Coxe Advisors LLP. Don sees an emerging shale oil and natural gas boom in the US, which will make it a cheaper place to do business. He sees American ingenuity overcoming government interference. As to commodities, he sees a rally in the dollar impacting commodity prices short term, but he lays out the fundamental case why commodity prices will rise in the longer term. Don doesn’t see the Euro as a viable alternative to the dollar, as Europe’s problems mount. Lastly he notes that Ben Bernanke’s implicit message to investors is “get out of cash”.
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.
Major price and RS reversal in natural gas. Also, Erik Townsend touches upon consolidation patterns impacting the gold price.
Doug Short: US Markets Have Room to Grow, Although Economy Still Vulnerable
Debunking the Alternate CPI As a Valid Metric
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Jim welcomes Doug Short, VP of Research at Advisor Perspectives. Doug sees the US markets as having room to grow and are above trend. He also discusses the Alternate CPI statistics, which Doug believes do not add up, and are out of sync with reality. Given the alternate CPI inflation levels, Doug notes that the current S&P 500 would be considerably more undervalued than in 1982. However, he notes that it still feels like a recession, since comsumer income has not kept up with inflation. Median household income is down 8.4% since 2000. This is among the reasons that many investors are scared, and remaining on the sidelines.
Jeffrey Saut: This Is the Most Hated Stock Market Rally in Half a Century
Mexico Is Becoming the “New China” for the US Market
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Jim is pleased to welcome back Jeffrey Saut, Managing Director of Research at Raymond James Financial. Jeff believes we have started a new secular bull market, but calls the stock market advance the “most hated rally in half a century”. Jeff notes that the support for the rally comes from a number of factors including central bank stimulus, low interest rates, strength in housing and autos, and improvement in the employment picture. He also mentions that the world is currently underinvested in US equities. Jeff makes an interesting observation about Mexico, both in terms of its labor situation and railroad transportation to the US, calling it the “New China” for US markets.
Puru Saxena: China's Real Estate Bubble on the Verge of a Bust
As Long As Central Banks Are Printing Money, You Have to Be in Stocks
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Jim welcomes Puru Saxena, Editor and Founder of Money Matters and Puru Saxena Limited in Hong Kong. Puru believes that the Chinese real estate bubble is on the verge of a major bust, which will not bode well for China, or Asia. He believes the thirteen year bear market in stocks is over, and a multiple year bull market in equities has begun, especially in the US. Puru sees the dollar as the most liquid and secure currency in the world and does not foresee a dollar crisis. Due to supply and demand factors, he does not favor commodities, as prices will be under pressure in the near to medium term.
Jeffrey Brown on Global Net Oil Exports: Is It Midnight on the Titanic?
Available Global Net Oil Exports Continue to Decline, Outpacing Gains in US Oil Production
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Jim welcomes Jeffrey Brown, Independent Petroleum Geologist, creator of the Export Land Model, and ASPO-USA Board Member. Jeffrey explains his Export Land Model, and reviews the major trends regarding availability of oil exports on the world market. Jeffrey also looks at the growing tension between oil production and the rising internal demand of oil-producing nations as well as China, India, and other emerging economies. His overall thesis is that the US oil industry continues to make a serious mistake by providing, in his opinion, wildly unrealistic scenarios for future US and global crude oil production.
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