Financial Sense Newshour on the Economy
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.
Rick Santelli: Expect Market Volatility This Year More Like 2012 – Risk-On / Risk-Off
Stock Market Game Still On, But Will Get More Selective
02/19/2014 - 03:00
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
Jim Puplava’s Big Picture: The Fed’s Next Move – Watch Data & Beta
Also, “What the Fed Is Looking At – Data & Beta”
02/15/2014 - 03:02
This week in the Big Picture, Jim discusses the arrival of Janet Yellen, and the direction the Fed is likely to take. Jim notes that there were not a lot of surprises coming from Yellen, and the markets liked what they heard. It is unlikely there will be any departure from Bernanke’s policies initially.
Dr. Peter Warburton: Disinflationary Trend Continuing - But Fed’s QE Policy Ultimately Leads to Higher Inflation
Two Years of Favorable Supply Shocks in Energy and Agriculture Have Benefited Consumers
02/11/2014 - 03:00
Jim welcomes back Dr. Peter Warburton, Director of Economic Perspectives Ltd in London. Peter still sees too much complacency about government deficits, but believes US consumers have benefited from two years of favorable supply shocks in food and energy.
Ronald Stoeferle: Monetary Tectonics – The Tug of War Between Inflation and Deflation
No “All Clear” Signal for Gold Yet
02/05/2014 - 03:00
Jim welcomes back Ronald-Peter Stoeferle CMT, Managing Director at Incrementum AG in Liechtenstein. They discuss Ronald’s latest research report, “Monetary Tectonics; The Tug of War Between Inflation and Deflation”. Ronald notes that central banks control a relatively small amount of the world’s money supply, with bank credit making up the majority.
Jim Puplava’s Big Picture: Emerging Market Pain = Developed Market Gain
Also on the Big Picture, “Plan B” and “The Market’s Bill of Health”
02/01/2014 - 03:02
In Jim’s first Big Picture topic this week, “Emerging Market Pain = Developed Market Gain”, he lays out the thesis that there is an ongoing secular shift this decade from the emerging markets to the developed markets. He discusses the broad investment implications of this secular shift.
Craig Johnson: A Hop, a Drop and a Pop in 2014
Year-End Target for the S&P 500 Is 2100
01/29/2014 - 03:00
Jim welcomes Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. They discuss Craig’s bulls-eye S&P prediction of 1850 for year-end 2013, and look ahead to 2014 as well. Given that inflation is below the Fed’s target rate of 2% and...
One-on-One With Jim Puplava: Following the LEI’s - Looking At What’s in Front of You
What the Leading Economic Indicators Mean for the Economy and the Markets in 2014
01/24/2014 - 03:00
In this edition of “One-on-One With Jim Puplava” Jim analyzes the Leading Economic Indicators and what they mean for economic growth and the markets in 2014. He also reviews and summarizes the Fed Funds Rate Cycle discussion from last week.
Rick Sharga: Sub Par Recovery in Real Estate – Far Below Normal
Housing Pulled US Out of Previous Recessions – Not This Time
01/23/2014 - 03:00
Jim welcomes back Rick Sharga, Executive Vice President of Auction.com, LLC to discuss the real estate outlook for 2014. Rick and Jim discuss why housing has traditionally pulled the US economy out of recessions, but not this time. Rick notes the reasons behind this slow recovery in real estate, much of which can be attributed to...
Satyajit Das: The Size and Scope of the US Economy Gives It an Unparalleled Advantage
The US Must Not Become Complacent – Risks Remain From Public Debt and a Dysfunctional Political Process
01/21/2014 - 03:00
Jim is pleased to welcome Satyajit Das, Author, Journalist and Commentator at EconoMonitor.com. Satyajit Das has worked in financial markets for over 30 years. Since 1994, he has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia.
Jim Puplava’s Big Picture: The Great Rotations
Also, “Forecast 2014 (Part 2) - Another Good Year With Some Bumps” and “The Market’s Bill of Health”
01/18/2014 - 03:05
This week on the Big Picture, Jim begins with “The Great Rotations” in which he discusses trend shifts in key areas of the markets and the economy. Some of the rotations discussed include the shift from bonds to stocks, the emerging market economy to US outperformance, inflationary to non-inflationary growth, and the shift from a positive to a negative savings rate in Japan.
One-on-One With Jim Puplava: Are We in a Stock Market Bubble?
01/17/2014 - 03:00
In a new addition to FS Insider, “One-On-One with Jim Puplava” offers Jim’s analysis and perspective on an in-depth level. Jim will cover economic trends, issues and specific industries in detail, and offer his personal perspective to the FS Insider audience.
Alex Daley: Technology Revolutions Coming Faster - Now About Every Five Years
Three Technology Companies Are Significantly Transforming Our Lives
01/16/2014 - 03:00
Jim welcomes back Alex Daley of Casey Research, senior editor of Casey’s Extraordinary Technology. In his varied tech career, Alex has worked as a senior research executive, a software developer, project manager, senior IT executive, and technology marketer.
Jeffrey Saut: Expect a Grand Political Bargain Before the Fall Election
The Economy Is Picking Up Steam
01/14/2014 - 03:00
Jim welcomes back Jeffrey Saut, Chief Investment Strategist at Raymond James Financial Inc. Jeff and Jim discuss the year ahead in the markets and the economy. Jeff sees some form of grand political bargain this year before the election, as Democrats are worried about the effects of Obamacare at the polls.
Jim Puplava’s Big Picture: Forecast 2014 – Part One
The Consensus Forecast, Outside the Box Surprises, and Potential Wild Cards for 2014
01/11/2014 - 03:04
In a special January edition of the Big Picture, Jim covers part one of Forecast 2014. This week, Jim looks at the consensus outlook for the year on general economic strength and what will be the driving factors. He also reviews the consensus estimates for the Dow and S&P 500 indexes.
Technician Tom McClellan: Expect Another “Taper Caper” From the Fed
Also, Ryan Puplava, Rob Bernard and Erik Townsend
01/11/2014 - 03:00
Jim welcomes back noted technician Tom McClellan, Editor at McClellan Financial Publications. Tom believes the current mild market correction could be the beginning of something more serious in February.
Greg Ip: The Federal Reserve - From Central Bank to Super Bank
The Cost of QE Now Outweighs the Benefits
01/10/2014 - 03:00
Jim is pleased to welcome Greg Ip, the U.S. Economics Editor for the Economist magazine, based in Washington, D.C. Greg’s career spans two decades of financial and economic journalism, including eleven years at the Wall Street Journal in New York and Washington.
William Poole: The Risk of Continuing QE: To the Markets, The Economy and The Fed
Central Banking Is Essentially a Confidence Game
01/09/2014 - 03:00
Jim is pleased to welcome William Poole, Senior Fellow at the Cato Institute, Senior Economic Adviser to Merk Investments and a Distinguished Scholar in Residence at the University of Delaware. Poole retired as President and CEO of the Federal Reserve Bank of St. Louis in March 2008.