Financial Sense Newshour on Energy
Technician Louise Yamada: Small Caps Could Be Signaling a Corrective Phase Ahead
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Dec 13 – Jim welcomes back Louise Yamada CMT, Managing Director at Louise Yamada Advisors. Louise notes that the small cap stocks tend to lead the market, and they could be telling us a corrective phase is ahead. However, Louise sees no evidence of an emerging bear market at the moment, despite the collapse in energy prices.
Jim Puplava’s Big Picture: The New World Oil Order (Part 2) – The Paper Chase and the Oil Glut
Also, “It’s Complicated – Triggering the Next Global Financial Crisis”
Dec 13 – Last week in the Big Picture Jim delved into the causes of oil’s big decline. This week, Jim will follow up on this theme, discussing a number of important questions; is this trend in oil permanent? If not, how long will it last? What will be the impact on the economy, good or bad?
Joseph Dancy: Crude Oil Markets Surprise Analysts and Investors
Are Central Bankers to Blame?
Dec 11 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim discuss the 40+% decline in the crude oil markets over the last five months, and why it took most analysts and investors by surprise.
Jim Puplava’s Big Picture: The New World Oil Order
Also, “Megatrends for 2015”
Dec 6 – In Jim’s first Big Picture topic, he explores what has changed since July, when the price of WTI crude was $107 a barrel and is now selling in the $66 range. Has the world changed that much in five months? Jim looks at global economic growth rates, as well as the global supply of oil. He also discusses the critical topic of a shifting power structure in energy.
Brian Pretti: Central Banks Are Afraid to Let Asset Prices Fall
Is the U.S. Energy Industry at Risk?
Dec 5 – Jim welcomes back Brian Pretti CFA, Managing Editor of ContraryInvestor.com. Brian and Jim cover a range of macroeconomic topics including the recent weakness in the price of oil. They discuss the benefits to the consumer of cheaper gasoline versus the threat to the domestic energy industry, and it’s great run of creating well-paying jobs over the last five years.
Greg Weldon: “Commodity QE” Providing Major Boost to the U.S. Economy
U.S. Consumers Saving Billions From Decline in Gas Prices
Nov 26 – Cris Sheridan welcomes Gregory Weldon, CEO of Weldon Financial and publisher of Weldon’s Money Monitor. In a wide-ranging interview, Greg stresses how the continued plunge in energy prices is a stimulus to consumers, providing its own QE for the economy.
Kim Wallace on Repealing ACA, Keystone Pipeline, and 2016 Presidential Campaign
Nov 14 – Jim welcomes back Kim Wallace, Executive Managing Director and Partner at Renaissance Macro Research to discuss the expected impact both fiscal and monetary policy will have on the markets in the years ahead. Key topics covered in this interview are the recent mid-term elections...
Kurt Wulff: Seasonal Decline for Energy Market Now Ending
Nov 13 – Jim welcomes back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt notes that we are nearing the end of a seasonally weak period for the energy sector and gives his list of the best performers that...
Jim Puplava’s Big Picture: Oil Wars - Risks and Opportunities
Is This the Beginning of a Return to Lower Oil Prices?
Nov 8 – This week on the Big Picture Jim and Erik Townsend join forces to cover a topic of crucial importance to the global economy, the “war” over oil and it’s price going forward. Many market observers thought there was an effective $100 floor under Brent crude.
Jim Puplava’s Big Picture: Stocks vs. Bonds – Do You Really Understand the Risk?
Also, “Oil Fundamentals – Risk or Opportunity?” and “A Look at Valuations: The Year 2000 and Today”
Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.
Jeff Rubin: Oil Could Be Heading to $60 a Barrel
No Energy Independence for the U.S.
Oct 9 – Jim welcomes back author and economist Jeff Rubin to discuss the energy markets. Jeff analyzes the collapsing spread between Brent crude and WTI, and how Brent is now well below $100 a barrel despite geopolitical turmoil in the Middle East, which he views as bad news.
Jim Puplava’s Big Picture: Trouble in the Oil Patch
Also, “Hong Kong - Significance for the Financial Markets” and “Time to Panic?”
Oct 4 – The first topic this week is “Trouble in the Oil Patch”. Jim looks at the weakness in oil prices over the last few months. He discusses seasonal factors, and the recent strength in the dollar. He sees the weakness lasting another month or so, but the weather forecast for a very cold winter will likely change that trend as the demand for energy ramps up.
Dan Steffens: Rising Dollar Key Factor in Energy Sector Decline
Cold Winter Forecast Could Mean a Spike in Natural Gas Prices Ahead
Oct 3 – Jim welcomes Dan Steffens, President of Energy Prospectus Group in Houston. Dan and Jim discuss the third quarter decline in the energy sector, and if the oil price is likely to stabilize in the near term. They also cover the natural gas market, and how an early cold winter could affect prices.
Technician John Kosar: Long-Term Trend Remains Favorable
Also, Ryan Puplava, Erik Townsend and Tom Smith
Sep 27 – John Kosar at Asbury Research believes the S&P 500 may test its 200-day moving average and correct to around 1900. He is also looking for a short-term gold rally between October and Thanksgiving. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up...
Jeffrey Saut: Investors Should Listen to the Message From the Markets
Short-Term Cautious, But Pull-Backs Are Buying Opportunities
Jeffrey Saut, Chief Investment Strategist at Raymond James Financial, is short-term cautious but believes we have now entered the second phase of this bull market, with institutions finally accepting the bull and getting invested.
Louis-Vincent Gave: Euro Crisis 2.0
Europe Slipping Back Into Recession
Jim is pleased to welcome back Louis-Vincent Gave, CEO of Gavekal in Hong Kong. Louis and Jim cover a range of global macro topics, starting with Europe, as growth rolls over and another recession looms as a strong possibility. Louis believes the ECB’s monetary bazookas are not enough...
Evelyn Browning Garriss: El Niño or No El Niño? That Is the Question
After Hurricane Sandy, Authorities Changed the Hurricane Warning System
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Evelyn and Jim discuss the complicated weather patterns in the Pacific and if a true El Niño weather pattern will be coming this winter or not. At the moment, scientists are giving about a 65% chance of a...
Kurt Wulff: Energy Stocks Still the Best Dividend Payers
Deep Water - the Next Frontier in Energy
Jim welcomes back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt and Jim cover the energy space, and Kurt discusses his favorite energy stocks. Kurt notes that small shale firms are currently the top performers in the energy sector. He also mentions that pipeline companies are...
The Big Picture with Jim Puplava & Erik Townsend (Part 1)
Peak Oil Update: Delayed but Not Forgotten!
In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?
Jim Puplava’s Big Picture: On The Record
John Loeffler Interviews Jim Puplava on a Broad Range of Economic Topics
In a special late summer edition of “On The Record”, John interviews Jim on a range of economic topics, starting with his views on the Crisis Window of 2014-2016, Peak Oil, and precious metals. Jim also gives his views on the theme of “Advantage America” and the growing manufacturing and energy renaissance in the U.S., as well as the rapid advances in...