Financial Sense Newshour on Energy
Technician John Kosar: Market Way Too Complacent – Don’t Chase New Highs
Aug 20 – Jim welcomes back John Kosar CMT, Director of Research at Asbury Research. John is currently looking for a market pull-back in the 4-7% range. He sees a fat and happy market, with the VIX stuck around 12 for many weeks.
Kurt Kallaus: Modest Cyclical Upturn Underway
Aug 17 – Kurt Kallaus, the author of Exec Spec, discusses the modest cyclical upturn we’ve seen in US economic data from the lows at the beginning of this year and how long he expects this to continue based on longer-term structural factors like...
Garriss: Get Ready for Global Weather Whiplash
Jul 6 – “We have just had a super-hot El Niño,” says Evelyn Garriss on today’s podcast. “When they are this strong they tend to flip very quickly within a couple of months to a cold La Niña…with a speed that gives you whiplash.” Evelyn and James Garriss explain how they see...
David Nicoski: Weaker Dollar Likely Ahead – Next Rotation Target, Emerging Markets
Jul 2 – Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. Dave is watching the US dollar level carefully, noting its direction will dictate where the global money will flow. The key levels are above 96 and below 93 on the dollar index. Dave notes his work indicates...
Robin Griffiths: Total Returns Will Be Very Modest for Overvalued US Stock Market
Jun 18 – Jim welcomes back Robin Griffiths, Chief Technical Strategist at the ECU Group in London. While Robin believes the S&P 500 index could hit new highs from here, he sees it as overvalued, and believes future returns will be very modest.
Kallaus: Stocks Nearing Short-Term Peak; Limited Upside for Oil
Jun 9 – Kurt Kallaus, the author of Exec Spec, shares his outlook on the stock market, oil, interest rates, and the US economy and says that commodities are acting as a leading economic indicator by the investment community.
Louise Yamada: Trading Range Continues – Bear Market only 20% Possibility
Jun 4 – Jim welcomes back Louise Yamada, Managing Director of Louise Yamada Technical Research Advisors. Louise sees the current range-bound market likely to continue, although the possibilities of a breakout to new...
Jim Puplava’s Big Picture: The Coming Obama Recession
Jun 4 – In the first Big Picture topic this week, “The Coming Obama Recession”, Jim addresses the growing signs of a slowdown in the economy; the latest of which was a very poor jobs number released on Friday. Jim and John discuss...
Tom McClellan: “Sell in May” Doesn’t Work in Election Years – Look for Market Rally Into July
May 7 – Jim welcomes back Tom McClellan, Editor of McClellan Financial Publications. Tom sees the current pull-back in the S&P 500 as healthy, and after the consolidation is over, he believes we will have more market upside lasting into July.
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...