Market Observations on Commodities

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FS Staff
02/08/2016 - 17:29
Longtime listeners of the show will know that Gary's comments are always worth paying attention to, which is why we were especially interested to hear if he was still sticking to his forecast made last year for oil to eventually reach as low as $10...
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FS Staff
01/26/2016 - 08:40
After one of the worst starts of the year on record, Financial Sense spoke with Jim Bianco of Bianco Research to get his outlook on the stock market, oil, China, Fed policy and more. Jim notes record capital outflows in China, why the Fed is likely...
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FS Staff
12/28/2015 - 17:45
For the future of the market it’s all about liquidity. This was a major theme and concept mentioned numerous times in our recent interview with Brian Pretti, Chief Investment Officer at Capital Planning Advisors. He says: “We know full well that the...
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FS Staff
12/22/2015 - 15:02
Uncertainty surrounding upcoming elections in the US, record levels of short positions on metals exchanges, and concerns over a worsening financial and economic environment may lead to a moderate move higher in the price of gold in 2016 and beyond...
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FS Staff
12/18/2015 - 16:50
Stocks rallied strongly at the beginning of this week and even shot higher after the Fed's announcement to raise interest rates by a quarter point, only to reverse their gains and end mostly negative after Friday's close. The S&P 500 would need...
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FS Staff
12/03/2015 - 15:06
In a recent interview with Financial Sense Newshour, Dr. Alan Beaulieu, President of ITR economics and author of Prosperity in an Age of Decline, explained to listeners how the world's largest economy, the US, is likely to enter a Great Depression...
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FS Staff
11/25/2015 - 17:25
Debate between hardline bears and bull market enthusiasts keeps coming back to concerns over a looming recession with one side pointing to the ongoing slide in manufacturing and the other to a strong service sector. “It really is an interesting...
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FS Staff
11/19/2015 - 08:50
A book was just released that is sure to be the talk of energy executives, investors, and academics around the globe. It is named by the no-hype title, The Price of Oil, where experts Roberto Aguilera and Marian Radetzki argue quite persuasively...
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Kurt Kallaus
11/11/2015 - 16:25
While factories are a minor portion of employment and income, even this weak sector is being overly maligned by a healthy cooling of the energy sector. Cheaper petroleum and commodity prices have definitely subdued the manufacturing sector, but will...
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Roberto Aguilera Marian Radetzki
11/11/2015 - 14:56
Oil price rises over the past 40 years have been truly spectacular, but the recent fall is probably here to stay, thanks to increasing production. We discuss these trends in our new book, The Price of Oil, published this month.
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FS Staff
10/08/2015 - 15:49
The carnage in commodities continues to make headlines and notable investment gurus like Gary Shilling think it's far from over. Then again, if you're a contrarian value investor like our most recent guest, Peter Boockvar commodities are beginning...
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FS Staff
10/05/2015 - 15:16
“We're talking about hundreds of billions of dollars that could be potentially defaulted on if commodity prices remain weak. Whereas we all remember that Lehman Brothers defaulted on about $360 billion of debt and preferred stock and that triggered...
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FS Staff
09/08/2015 - 12:55
In a recent provocative interview with Financial Sense, well-known market forecaster Martin Armstrong at ArmstrongEconomics.com makes the case for continued dollar strength during a global sovereign bond crisis. While he is very much in the...
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FS Staff
08/12/2015 - 09:59
Global intelligence and advisory firm, Stratfor, recently released their outlook for the third quarter of 2015. From cyber warfare to economic instability, Financial Sense spoke with Stratfor’s Vice-President of Global Analysis, Reva Bahlla, about...
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FS Staff
07/31/2015 - 15:55
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 - 03:45
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 - 16:02
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 - 16:27
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,...
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Chris Puplava
05/13/2015 - 13:24
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...
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Cris Sheridan
05/08/2015 - 13:22
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...
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Chris Puplava
05/01/2015 - 14:24
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...
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Chris Puplava
04/22/2015 - 14:24
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 - 15:01
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 - 13:18
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 - 16:08
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 - 14:50
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 - 15:30
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 - 16:30
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 - 16:44
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 - 16:51
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...

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