Financial Sense Newshour on the Economy
Marin Katusa: Is There Hope in the Uranium Sector?
US Produces Only 10% of the Uranium it Consumes Every Year
04/15/2014 - 02:00
Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to restart its idle reactors. The high cost of electricity from other sources is damaging the Japanese economy, and...
Jim Puplava’s Big Picture: Mixed Messages – Crash, Correction or Recession?
Also, “Goodwill Hunting - Playing the Earnings Game” and “Shareholder Value – How to Get Rich Slowly”
04/12/2014 - 02:02
In Jim’s first Big Picture topic this week, Jim and John look at the recent market correction and discusses if we are headed for trouble, and what is behind this year’s choppiness in the markets. Jim sees much of it due to Fed policy and discusses the market’s reaction to Janet Yellen, as the Fed continues to taper.
Jim Puplava’s Big Picture: Where the Credit Runs Through It
Also, “Show Me the Money” and “The Market’s Bill of Health”
04/05/2014 - 02:02
The first Big Picture topic this week is “Where the Credit Runs Through It”. Jim discusses how the LEI’s are turning up after a very cold winter, and how lower inflation is acting as an economic stimulus as the economy improves. He notes that the recovery is reaching a stage where credit is starting to move again, and he analyzes the ways in which credit growth will affect the economy going forward.
Frank Holmes: Real Interest Rates and Economic Growth Drive Gold Prices
Physical Gold Is Moving From the U.S. and Europe to Asia
04/03/2014 - 02:00
Jim welcomes back Frank Holmes, CEO and chief investment officer of U.S. Global Investors, Inc. Frank has just returned from speaking at the Mines & Money Conference in Hong Kong and discusses his outlook with Jim. As to the price of gold, Frank sees economic growth and the direction of real interest rates as the key drivers.
Kim Wallace: Washington Policy Beginning to Recede as an Influence on the Market
Washington Will Be in the Health Care Reform Business for the Next Decade
04/02/2014 - 02:00
Jim welcomes back Kim Wallace, Executive Managing Director and Partner at Renaissance Macro Research. Kim is responsible for Washington policy research. Kim and Jim discuss the lessening influence of Washington policy on the markets, as the economy grows more capable of standing on its own.
John Kosar: Divergences Within the Dow, But No Bear Market on the Horizon
Interest Rates Should Be Higher by Year-End
04/01/2014 - 02:00
Jim welcomes John Kosar CMT, Director of Research at Asbury Research LLC. John spent the first half of his career on the trading floor of the Chicago futures exchanges and has more than 30 years of experience and insight in analyzing and forecasting global financial markets.
Jim Puplava’s Big Picture: As Good As It Gets – And It’s Getting Better
Also, “A Correction, A Countertrend Move, Reset and Rotation” and “The Dividend Imperative”
03/29/2014 - 02:02
Jim’s first Big Picture topic this week focuses on the on-again, off-again nature of the economic recovery, what has caused it, and what Jim sees ahead for this year. He notes the gridlock in Washington as a positive for the economy, as well as lower commodity prices, and greater business investment, among other factors.
James Bianco: The Best of Times; The Worst of Times
Crosscurrents Impacting the Markets
03/28/2014 - 02:00
Jim is pleased to welcome back James A. Bianco, President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate. Jim sees crosscurrents affecting the economy and the markets currently. He believes the weather had an effect on the economy in the first quarter, and activity should rebound in Q2.
John Butler: China’s Economy Losing Its Competitive Edge
The Era of Cheap Chinese Imports Is Over
03/27/2014 - 02:00
Jim welcomes back John Butler, Managing Partner and Chief Investment Officer at Amphora Commodities Alpha Fund in London. John and Jim cover a variety of topics including why China is no longer the competitive economy it once was. John believes the era of cheap...
Mike Lofgren: Anatomy of the Deep State – The Shadow US Government
The State Within a State Is Hiding in Plain Sight
03/26/2014 - 02:00
Jim welcomes Mike Lofgren, a retired staff member of the U.S. Senate Budget Committee who served 28 years as a staff member in the U.S. Congress. Mike’s primary focus was on national security budgets. Since retirement, Lofgren has written about politics, budgets, and national security issues.
Puru Saxena: China’s Real Estate Market at Extreme Bubble Valuations
China’s Real Estate Bubble Is 10 Times Worse Than the US Real Estate Bubble
03/25/2014 - 02:00
Jim welcomes back Puru Saxena, founder of Puru Saxena Limited in Hong Kong, and publisher of Money Matters, his monthly economic report. Puru and Jim discuss the massive bubble in Chinese real estate valuations, which includes Hong Kong.
Jim Puplava’s Big Picture: Yelling Yellen and the Change in The Fed’s Direction
Also, “The Time to Start Worrying Is When Things Get Better, not Worse” and “The Market’s Bill of Health”
03/22/2014 - 02:02
The first topic this week on the Big Picture is Janet Yellen’s first FOMC meeting as Chair of the Federal Reserve. Jim examines the changes put forth by Yellen and what they protend for the market and the economy. From her comments, The Fed clearly expects a stronger economy in 2015.
Jeffrey Saut: We Are Still in a Secular Bull Market and Still Climbing a Wall of Worry
By Late Spring We Will See a Truer Picture of the Economy
03/20/2014 - 02:00
Jim welcomes back Jeffrey D. Saut, Chief Investment Strategist at Raymond James Financial Inc. Jeff and Jim cover the markets and the economy, and Jeff makes the point that most people are overly focused on the worrisome aspects in the U.S. economy.
Bill Fleckenstein: The Market Is Playing Chicken With the Fed
We Are in the Early Stages of Rising Interest Rates
03/19/2014 - 02:00
Jim welcomes back Bill Fleckenstein, president of Fleckenstein Capital, as well as an author and columnist. Bill and Jim cover a number of topics, including Bill’s contention that there is a large degree of speculation in the market below the surface.
Jim Puplava’s Big Picture: LEI’s Dropping – Danger Ahead?
Also, “Heads Up – What Could Go Wrong?” and “A Tale of Two Commodities – Stagflation or Deflation?”
03/15/2014 - 02:02
In Jim’s first Big Picture topic this week, “LEI’s Dropping – danger ahead?” he looks at what the Leading Economic Indicators may be telling us. Last summer the LEI’s turned up and the markets and the economy followed. Lately, the LEI’s have been dropping. Jim discusses possible reasons, such as bad weather and Obamacare. Jim also discusses what to watch for in the markets if the LEI’s are indeed forecasting something more serious ahead.
David Rosenberg: Liquidity in Economy Points to Higher Stock Prices
The Markets Are Too Complacent About Inflation – It’s Not Dead
03/12/2014 - 02:00
Jim welcomes back David Rosenberg, Chief Economist & Strategist at Gluskin Sheff & Associates Inc. in Toronto. David and Jim discuss the macro economic picture in the US. David notes that weather issues will likely subtract about 1% GDP growth in the first quarter, but he expects growth to pick up in the spring.
Dr. Gary Shilling: Still Advantage USA
Only Four Years Left on the Ten-Year Deleveraging Cycle
03/11/2014 - 02:00
Jim is pleased to welcome back A. Gary Shilling PhD, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor. Gary and Jim cover an array of topics, including manufacturing, banking, education, housing, technology, debt and inflation.
Axel Merk: The Fed Can’t Get Back to Normal – U.S. Can’t Afford Higher Interest Rates
Japan Is Vulnerable – There Is No Safe Haven to Hide
03/06/2014 - 03:00
Jim welcomes back Axel Merk, Founder and Portfolio Manager at Merk Investments LLC. Axel sees the biggest threat to the markets as a “successful” monetary policy that leads to growth, but also higher interest rates. He contends the US economy and government cannot afford...
Jim Puplava’s Big Picture: When Will Janet Blink?
Also on the Big Picture, “The Macro Conundrum” and “Managing Money in This Environment”
03/01/2014 - 03:02
Erik Townsend and Chris Puplava co-host this week in a special edition of the Big Picture. The first topic is “When will Janet Blink?”, refers to new Fed Chair Janet Yellen, and if she will stay the course in taking the Fed’s tapering program back to zero stimulus. Erik contends that it’s impossible to trade or invest using conventional wisdom in this environment, and...
Howard Davidowitz: Retail Is Getting Amazoned!
One Half of Retail Malls Will Eventually Go Out of Business
02/28/2014 - 03:00
Jim welcomes back Howard Davidowitz, Chairman of Davidowitz & Associates, Inc., a highly respected retail industry consulting and investment banking firm founded in 1981. Howard and Jim discuss the revolutionary effect that Amazon is having on the retail sector.