Market Observations on Commodities

FS Staff's picture
FS Staff
07/31/2015 - 16:55
Piper Jaffray's Craig Johnson offers his thoughts on the market and reiterates his target for 2350 on the S&P 500 by year-end. With regards to a large market correction on the horizon, Craig notes that leading sectors, like financials and...
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FS Staff
07/30/2015 - 04:45
Are we on the verge of a massive market collapse and can investors anticipate such an event? In a recent interview with Financial Sense, Charles Nenner, founder and president of Charles Nenner Research Center, discussed his controversial call for...
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FS Staff
07/29/2015 - 17:02
In the last 15 years, many commodities saw gains between 500 and 1000%, but, as we all know, bull markets eventually run out—and the commodity sector is no exception. Now with the price of gold—like so many other commodities—down nearly 50%, is now...
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FS Staff
06/24/2015 - 17:27
Gary Shilling, well-known financial analyst, market strategist, and author of the must-read book, "The Age of Deleveraging," tells Financial Sense Newshour that the US is and will continue to be stuck in a low growth environment of around 2%. Also,...
Chris Puplava's picture
Chris Puplava
05/13/2015 - 14:24
Market participants are now making adjustments to their inflationary outlook, especially with the biggest global reflationary effort by central banks we've seen since 2008/2009 underway. Nearly every major developed nation is seeing a rising trend...
Cris Sheridan's picture
Cris Sheridan
05/08/2015 - 14:22
Last week I attended the Strategic Investment Conference hosted by Mauldin Economics and Altegris. Each year they feature some of the most highly sought-after names in the world of economics and finance to give their outlook on the investment...
Chris Puplava's picture
Chris Puplava
05/01/2015 - 15:24
The two biggest topics I wrote about in the first quarter of the year was to expect a correction in the USD and a trough in global economic growth this spring, both of which are occurring right now. The three main points for why...
Chris Puplava's picture
Chris Puplava
04/22/2015 - 15:24
The twin impacts of a rising dollar and falling oil prices over the past couple quarters have taken their toll on the markets and are a large reason why the S&P 500 has been more or less flat this year. Based on analyst estimates, Q1 is slated...
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FS Staff
04/14/2015 - 16:01
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, provides his view on a large range of issues, including his expectation for the dollar to continue higher, the euro to fall below parity, timing of Fed rate hikes, direction...
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FS Staff
04/06/2015 - 14:18
Tom is still bullish on U.S. stocks and sees valuations continuing to stretch further. He also notes that oil has just gone through a post bubble-like collapse and will remain low for at least another year or more. On gold, Tom says that large...
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FS Staff
03/24/2015 - 17:08
Felix Zulauf is the Founder and President of Zulauf Asset Management in Zug, Switzerland and has been a member of Barron’s Roundtable for over 20 years. In a wide-ranging discussion, Felix covers Fed policy, how dollar strength will lead to a global...
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FS Staff
03/23/2015 - 15:50
In case you’ve missed any of the 80+ shows or interviews we’ve done so far this year, here’s a list of our top 10 most popular podcasts from the Newshour page. 
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FS Staff
03/20/2015 - 16:30
Felix Zulauf sees a global crisis in 2016-2017 from a rising U.S. dollar, Eoin Treacy says a "wall of money" is hitting the stock market, Marin Katusa explains the metallurgy of money, and Jeff Saut sees the market doubling over the next decade.
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FS Staff
03/06/2015 - 17:30
Clif Droke talks about the bullish breakout in his New Economy Index; Ned Schmidt cites a ground-breaking research study on peak agriculture; Daniel Alpert explains why we're stuck in "secular stagnation"; and former World Bank specialist Richard...
Cris Sheridan's picture
Cris Sheridan
02/25/2015 - 17:44
Stocks inched further into record territory today before fading slightly in the afternoon. The market is interpreting Yellen’s remarks before Congress as dovish—keeping rates lower for longer—and recent experts on our show, like Mizuho’s Chief US...
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FS Staff
02/18/2015 - 17:51
Last Saturday's market technician, Gary Dorsch, said gold has lost its luster as the best hedge against currency devaluation for one of the world's largest markets. Also, he thinks oil has found a long-term bottom in the $40-$50 range, but won't be...
Chris Puplava's picture
Chris Puplava
01/29/2015 - 17:10
We are currently witnessing building financial stress across the globe, which is likely stemming from concerns over Greece’s recent election results as well as turmoil in both commodity and currency markets. While credit markets are deteriorating we...
Cris Sheridan's picture
Cris Sheridan
01/05/2015 - 18:15
The dollar continues to climb higher as capital floods to the U.S. This means lower commodity prices and lower inflation. Marc Chandler, well known foreign exchange analyst and frequent guest to the show, explained to us in 2014 why this may be a...
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FS Staff
12/13/2014 - 12:52
Matthew Kerkhoff at Dow Theory Letters explains how the banking system works and why QE never led to widely anticipated fears of hyperinflation; Joe Dancy says some of the smartest minds in the energy business believe oil may not get much above $75...
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FS Staff
11/19/2014 - 18:24
As outlined on January 11th, we believed this year would again defy bearish forecasts and see instead: a positive gain for U.S. stocks, a strengthening dollar, lower commodity prices, and improving U.S. economic growth. Here’s how things have played...
Cris Sheridan's picture
Cris Sheridan
11/12/2014 - 16:22
The persistent decline in the price of oil and commodities from mid-year until now has caught investors by surprise. Many market observers thought there was a $100 floor under Brent crude based on technical and fundamental supply-demand factors....
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FS Staff
11/10/2014 - 16:25
Gary Dorsch of Global Money Trends expects the Dow and S&P 500 to hit 18,000 and 2100, respectively, between now and the end of January on strong seasonal market strength and a revived yen carry trade.
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FS Staff
10/06/2014 - 12:30
Near-term caution on the market was echoed again by our most recent technician on the show, Louise Yamada, as the major indexes attempt to stabilize. She sees “continued deterioration” in a number of key indicators beyond what we’ve seen so far this...
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FS Staff
10/03/2014 - 14:56
We had an interesting line-up of guests and topics this week for our premium channel: Ross Hansen discussed gold and our slow move towards a cashless society, Urban Carmel talked about the tech bubble and not to expect such euphoria again, Marc...
FS Staff's picture
FS Staff
09/19/2014 - 13:25
With mounting geopolitical tension, lack of opportunities overseas, and the relative attractiveness of U.S. markets, foreign investors are bidding up the price of U.S. stocks and the dollar, which is putting increasing pressure on gold, oil, and...
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FS Staff
09/18/2014 - 21:03
Between Ukraine and ISIS, 2014 has been a year marked by geopolitical tension. Yet, contrary to intuition, market volatility has continued to trend downward along with the price of gold and oil, while stocks continue to hit new all-time highs. Why?
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FS Staff
08/19/2014 - 15:35
Jim Puplava responds to feedback received over the last few months. Has the 2014-2016 crisis window been delayed? What happened to peak oil and metals? Are you still positive on the markets and the economy?
Gary Dorsch's picture
Gary Dorsch
07/16/2014 - 08:52
In an age when governments of every political leaning and ideological stripe distort economic data to promote their parties’ interests, it is hardly surprising that the nation’s inflation rate is reported in a manner that best suits their political...
Ryan Puplava CMT's picture
Ryan Puplava CMT
02/20/2014 - 16:55
Rotations come and they go, typically lasting between six and nine months. Rotation is to stocks what location is to real estate. You have to be aware that diversified investment managers are always looking at their portfolio weightings to increase...
Carl Swenlin's picture
Carl Swenlin
01/14/2014 - 16:12
The market rallied hard, and almost all of yesterday's losses were recovered. Positive numbers for December retail sales are given credit for today's energetic advance, but it probably has more to do with shorts being squeezed. This market has been...

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