Financial Sense Newshour
The first Big Picture topic looks at the wild ride over the last 10 years for investors, with two bear markets in stocks and one in real estate. Jim discusses how global QE has been a catalyst to financial assets since 2009 and that is why he has recommended dividend-paying blue chip stocks throughout that period.
Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. Dave sees the recent stock pullback as a minor hiccup, but also believes there are more opportunities currently in stocks overseas.
Jim welcomes back A. Gary Shilling PhD, President of A. Gary Shilling & Co., an economic consulting firm. Gary and Jim cover the current economic trends, as well as current Federal Reserve policy under Janet Yellen.
Jim welcomes Jim O’Sullivan, Chief US Economist at High Frequency Economics. According to MarketWatch, O’Sullivan is the "most accurate forecaster in America over the past 10 years." They discuss the outlook for second quarter growth prospects, as well as the balance of 2014.
Jim welcomes back Jeff Rubin, economist and author. Jeff and Jim discuss the shale oil and gas revolution in the US, which Jeff believes is the biggest energy game-changer in a century. Jeff speaks to how a secure and domestic source of energy will change geopolitics, electrical power in the US and globally, and...
Jim welcomes back John Kaiser, resource industry expert and founder of Kaiser Research Online. John discusses the ongoing bear market in the gold market, and sees no driver or catalyst as yet to turn things around. He believes the consolidation will continue, and one should buy the companies that are doing the consolidating.
This week on the Lifetime Income Series, Jim and Cathlyn explore sources of income in retirement beyond Social Security and pensions. They look at the many options to make your money pay you in retirement. In discussing these options, one must always identify one’s comfort level...
In this week’s first Big Picture topic, Jim takes an in-depth look at residential real estate. Jim notes that the best thing about the real estate market is that it has stopped going down, and is now a contributor to GDP, instead of a drag on it. Jim contrasts this cycle to past real estate cycles, and points out that since the trough in 2012, one third of the decline has been reversed.
Jim welcomes back technician Tom McClellan, Editor at McClellan Financial Publications. Tom sees a lot of technical progress of late and believes this is a healthy advance, with lots of liquidity to drive the markets higher. Tom sees a return to a “risk on” phase ahead...
Jim welcomes back Marc Chandler, author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc gives an update on the Ukrainian situation, and notes that US debt levels won’t limit its diplomatic moves against Russia.