Financial Sense Newshour
Jim broadens the picture to give a monthly check-up on the economy and look for signs of improvement or deterioration. Jim also takes your Q-Calls this segment.
Jim tackles a major issue facing the nation after the 2012 election season has ended, a "Financial Apocalypse Now" as new debt, new spending and new taxes push us closer to the fiscal cliff in 2013. Jim also answers more of your Q-Calls this segment.
A reserve currency can only function as such if there is a general consensus that it provides a stable store of value. Without this trust, money, no matter what form it takes, will be abandoned—either suddenly in a crisis, or gradually over time—in favor of something else. "The Golden Revolution" looks at how the world is rapidly moving toward some form of global metallic standard, in which money, at least in official, international transactions, is linked directly to gold, silver, or both.
Jim welcomes back Ronald Stoeferle CMT, from Erste Group Bank in Austria. In his recent oil report "Nothing To Spare" Ronald notes OPEC spare capacity is virtually non-existent and we have reached a peak in conventional oil production. He also sees the "Petro Dollar" system losing its influence, as some countries begin to buy Middle Eastern oil in other currencies.
Jim welcomes back Kurt Wulff CFA, independent energy analyst at McDep LLC. Kurt sees the oil markets tightening, as OPEC has run out of spare capacity. He also expects natural gas prices to rise like oil did in 2009, as natural gas operators cap unprofitable wells. Lastly, Kurt discusses four energy stocks he currently sees as attractive values.
Jim welcomes back Brent Cook, Geologist, Exploration Analyst and author of Exploration Insights. Brent discusses what he looks for in a junior mining company, and what other companies are looking for in assessing possible junior acquisition candidates. Brent also discusses the washed out nature of the market, and how recovery will take time.
Jim welcomes technician Shelley Moen CMT from Vermilion Technical Research this week. Shelley discusses the market this year vs. last year, and what could cause this rally to end. She also doesn’t believe the dividend stocks are overplayed, but represent a new paradigm shift in the markets.
In this section, Jim’s Big Picture topics include an in-depth analysis of "the Debt Super Cycle−the End Game−the Return to a Global Gold Standard" as well as this week’s "Market Bill of Health." In addition, Jim answers some of your Q-Calls this segment.
In his first Big Picture segment, Jim looks at a very important subject for every investor in these volatile times, "A Portfolio That Allows You to Sleep At Night." In the second Big Picture topic, Jim revisits his earlier analysis of California’s troubled economy in...
Jim is pleased to welcome Michael Kantrowitz, Director−Portfolio Strategy & Quantitative Research for Wolfe Trahan in New York. Michael maintains his conviction of further expansion ahead based on declining inflation, early cyclical stocks outperforming, improved money velocity, improvement in ZEW surveys and rising earnings. He also sees gasoline prices as set to decline.