Financial Sense Newshour on Energy
Jim Bianco on US Elections, Gold, Oil, and Rate Hikes
May 6 – Jim Bianco, President of Bianco Research, offers his thoughts on the US election and says that global markets haven’t priced in the possibility of a Trump win. Jim also gives his outlook on gold (bullish), oil (bearish), and explains...
David Nicoski: Risk-On Trade Coming Back – Everything Suggests We Move Higher
Apr 23 – Jim welcomes back David Nicoski, Director of Research at Vermilion Technical Research. Dave notes that the key factor is the decline in the dollar, which is leading to a reflating of the market and a broad-based participation. He believes...
Jim Puplava’s Big Picture: Fundamentally Speaking – Just the Facts
Apr 23 – This week on the Big Picture, Jim looks at what is driving the markets, which are up across the board, even with a slowing economy and corporate profits down. The falling dollar seems to be the key to improving liquidity and taking...
Dr. George Mobus on Biophysical Economics, Money and Energy
Apr 15 – Can money be thought of in terms of energy and the laws of thermodynamics? Dr. George Mobus, co-author of Principles of Systems Science and an associate professor at the University of Washington’s Institute of Technology, explains biophysical economics...
Robin Griffiths: Final Low of This Bear Market Not Likely Until 2017
Apr 2 – Jim welcomes back Robin Griffiths, Chief Technical Strategist at ECU Group in London. Robin’s work indicates that we are still in a bear market rally, as he notes that significant rallies can last 5 weeks or longer in some cases. He believes...
Technician Ralph Acampora: This Is More Than a Bear Market Rally
Mar 19 – Jim welcomes back legendary technician Ralph Acampora, Director Tactical Investments at Altaira Wealth Management. Ralph believes the current rally is getting overbought and is due for a correction, but he also sees this as more...
Louise Yamada: This Is a Bear Market Rally – Until Proven Otherwise
Mar 12 – Jim welcomes back Louise Yamada CMT, Managing Director of Louise Yamada Technical Research Advisors. Louise sees the current uptrend in the market as a bear market rally and notes that the major indexes are stalling at the declining 200-day...
Jim Puplava’s Big Picture: $20 Trillion in Debt, Financial Repression, and Gold’s Blast Off
Mar 12 – The week’s first topic on the Big Picture is “$20 Trillion in Debt, Financial Repression, and Gold’s Blast Off”. Gold and commodities have been in bear markets since 2011. The Fed’s QE programs pumped money into financial assets, but not precious metals...
Jim Puplava’s Big Picture: Oil – The Bottom, The Recovery, The Shock
Feb 27 – Jim’s first topic this week on the Big Picture is “Oil – the Bottom, the Recovery, the Shock”. Oil is certainly more intertwined with the economy and the stock market than ever. When oil fell from $100 a barrel to much lower levels...
Evelyn and James Garriss on Climate, Commodities, and the Paris Agreement
Feb 25 – Cris welcomes Evelyn and James Garriss from The Browning Newsletter. They discuss the peak and subsequent weakening of the El Nino weather pattern, and the likelihood of a drought-inducing La Nina to follow.
Technician Craig Johnson: Last Bull Standing - Still Positive on This Market
Feb 6 – Jim welcomes back Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. Craig maintains that the current market weakness is a correction within the context of a long-term secular bull market, and remains...
Kurt Kallaus on Manufacturing Sector, Oil, and Stocks
Feb 3 – Kurt Kallaus of Exec Spec discusses the oil markets, declining forward earnings estimates for the S&P 500, and why it’s hard to see a sustainable bottom in the stock market if the deflationary trend in oil and...
Technician Jonathan Krinsky: We’re Seeing Primary Downtrends for Most Global Markets
Jan 30 – Jim welcomes back Jonathan Krinsky CMT, Chief Market Technician at MKM Partners. Jonathan believes that while we may get a relief rally for the S&P 500, there is ongoing deterioration in the market. He notes there is a possibility...
Jim Roemer on El Nino, Commodities, and Weather Derivatives
Jan 22 – Widely recognized meteorologist Jim Roemer, who advises hedge funds, farmers, and commodity futures investors, discusses the oil market, the outlook for El Nino, its impact on commodities this year, and even the...
Jim Bianco Sees Oil Prices Staying Low Until Oil Companies Forced Into Bankruptcy
Jan 15 – Jim Bianco, President of Bianco Research, says oil companies are engaged in “dead man drilling,” having to produce enough oil to service their debt, which pushes prices lower, or stop producing and go out of business. He ultimately sees...
Robert Rapier’s Five Energy Predictions for 2016
Jan 8 – Robert Rapier, a chemical engineer and energy analyst, makes specific predictions each year related to the energy market, whether it’s the price of oil or even who will win 2016’s presidential election. In this interview, Robert discusses his five predictions, which ones he feels most...
Roberto Aguilera: Why Oil Prices May Stay Low for Another Decade or More
In a special holiday reprise edition of FS Insider, Cris Sheridan interviews Roberto F. Aguilera, an adjunct research fellow at Curtin University, Australia. Drawing on their extensive knowledge of the oil industry, Roberto Aguilera and Marian Radetzki provide an in-depth examination of the price of the...
Jeffrey Saut: High-Yield Market Not a Bear Stearns Scenario
Dec 16 – Cris welcomes Jeffrey Saut, Chief Investment Strategist at Raymond James Financial. Jeff discusses the troubles in the high-yield market, but does not see a Bear Sterns implosion scenario. Jeff sees the broader market in a sideways consolidation pattern, but believes the secular bull is still intact...
Stock Trader Almanac’s Jeffrey Hirsch: 8th Year of Presidential Term Typically Bad for Stocks
Dec 10 – Jeffrey Hirsch of the highly popular Stock Trader’s Almanac shares some of the key insights from their most recent yearly publication, including what markets typically see a low in December, the tendency for stocks to do poorly in the 8th year of a President’s term...
Kurt Kallaus: Slowdown in Manufacturing Spilling Into Other Areas
Nov 20 – Kurt talks about oil, gold, stocks, rate hikes, credit spreads, the junk bond market, and the deterioration in manufacturing, which he says has spilled over into other areas of the US economy. Kurt Kallaus is the author of Exec Spec and the KDelta trading model for...