Financial Sense Newshour on Commodities

Ryan Puplava does double duty this week, giving his technical analysis on the markets as well as his weekly Market Wrap-up. Technically, Ryan sees a cyclical rotation of stocks into what he refers to as The Taper Trade, and out of more defensive stocks such as health care and utilities. Ryan is bullish on energy and copper as they are tied to more robust economic activity. Ryan also discusses bonds, gold and currencies. In addition, Erik Townsend looks at Commodities and Rob Bernard has the Fixed Income Report.

Jim is pleased to welcome back technician Stan Weinstein, editor and publisher of the "Global Trend Alert," a financial advisory service for institutional investors. Stan sees the possibility of a short-term correction, but believes the current rally has more legs, given that the S&P closed above 1600 on Friday. Stan is still clearly bullish in his outlook, and also notes the rapid sector rotations. If we get a correction, he believes it will be a controlled correction. Stan is neutral on bonds, and negative on gold, at least for the next few months. Also in this segment, Chris Puplava gives his macro outlook for the second half of this year, Erik Townsend looks at commodities, and Rob Bernard has the Fixed Income Report.

Jim is pleased to welcome back legendary technician Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph sees the market in a corrective mode, which could last a month or so. He notes divergences in the Transports and the DAX. He sees the US and Japan as the best places to invest, and believes the secular bull is still in the early stages. However, Ralph sees the bond bull-market in the 9^th inning of its long 30 year run. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend discusses gold and commodities, and Rob Bernard looks at bonds and interest rates in the Fixed Income Report.

Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports. Ned discusses the top performing commodities in 2013: oats, cotton, eggs and butter. He notes that the global population keeps growing and everyone needs to eat. Ned also discusses his four “Best of Class” stocks in the agriculture sector. He advises not to buy them now, but wait until the seasonally weak summer period, when prices will likely be lower. Ned also discusses how he got into studying and writing about the agriculture sector. It turns out it was a play on China.

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 welcomes back noted technician Charles Nenner this week. Charles sees a new stock market high into late April or early May. He also sees the economy picking up until the end of the year, but risk is also rising as well. Charles sees late April as a high risk period for the markets in terms of a correction. He is also very bearish on bond funds, and urges investors to get out of them as soon as possible. Charles is also out of gold in the short term, as he sees a rally in the US dollar ahead. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report.

Jim welcomes technician Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees a correction in the near-term, but believes that there will be a big upward move beyond the correction. He advises using the correction to add to positions. He also discusses the huge risks ahead for bond fund investors. In addition, Ryan Puplava has the Wrap-up in the markets this week, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report.

Jim is pleased to welcome noted technician Tom McClellan this week. Tom sees a correction coming to the market, but it will likely feel bigger. He expects it to be fast, and should last only a few weeks. Tom sees the markets looking for “event risk” as a reason to correct. He also believes we are heading back into the “risk-off” trade, which should mean a stronger dollar. In addition, Ryan Puplava wraps up this week in the markets, Erik Townsend discusses commodities, and Rob Bernard has the Fixed Income Report.

Jim welcomes Shelley Moen CMT, Senior Market Strategist at Vermilion Technical Research. Shelley believes that the secular bull market is intact and all systems are go. She advises investors to wait for the next pull-back and then add to positions. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up, Erik Townsend looks at commodities, and Rob Bernard has the Fixed Income Report.