Financial Sense Newshour on Energy
Jim Puplava’s Big Picture: US Crude Production Is in Decline
Jul 4 – Jim's first Big Picture topic this week is US Crude Production Is in Decline. One of the big surprises of 2014 was the drop in oil prices, with crude dropping from the low $100/ barrel to as low as...
Technician David Nicoski: Secular Bull Market in Biotech – More Upside to Come
Jun 27 – Jim welcomes David Nicoski CMT, Director of Research at Vermilion Technical Research. Dave believes we are in a period of rotation and uncertainty in the overall market, and historically it is likely to continue to move higher.
Jim Puplava’s Big Picture: What Happens When The Fed Raises Rates?
Jun 13 – In Jim’s first Big Picture topic this week, “What Happens When The Fed Raises Rates?”, Jim covers the volatile increase in global bond yields since May, and how many investors, focusing on the stock market, may have missed...
Jim Puplava’s Big Picture: The Fed’s Next Move – Raise, Pause or Postpone?
Jun 6 – This week’s first Big Picture topic is “The Fed’s Next Move – Raise, Pause or Postpone?”. Jim believes we’ve begun the first part of a peaking business cycle, where bonds peak first, then stocks, and finally commodities.
Jim Puplava’s Big Picture: An Energy Roundtable - Featuring Robert Rapier, Kurt Wulff and Dan Steffens
May 23 - Will energy prices continue to recover back to old highs, or will they dip back to recent lows? This week on the Big Picture, Jim moderates an Energy Roundtable with Robert Rapier, Director of Alternative-Fuels Technology at...
Dan Steffens: Look for Major Oil Company Acquisitions This Year if the First Domino Falls
Apr 30 – Jim welcomes Dan Steffens, President of Energy Prospectus Group in Houston. Jim and Dan cover the oil markets, starting with Dan’s assessment of the current price, and where it may go for the balance of 2015. They discuss...
Jim Puplava’s Big Picture: Financial Repression – Part II
Apr 25 – Jim’s first Big Picture topic this week is “Financial Repression – Part II”. The world is awash in an ocean of liquidity. And even though the Fed may, or may not, tighten this year, the rest of the developed world is printing money at a frantic pace...
James Mandel on Why Solar-Plus-Battery Technology Is Coming Sooner Than You Think
Apr 22 – Cris Sheridan welcomes James Mandel PhD, Principal at the Rocky Mountain Institute. James discusses two of RMI’s extremely impactful reports, which were cited by numerous large investment banks, for why...
David Nicoski: Fast Rotations Frustrating Investors, but Global Recoupling Is Bullish Trend
Apr 18 – Jim welcomes David Nicoski CMT, Director of Research at Vermilion Technical Research. Dave discusses the recoupling of foreign markets with the US. He notes that the rapid rotation of capital is confusing, but it’s a bullish sign for the global...
Jim Puplava’s Big Picture: Financial Repression – The Greatest Wealth Transfer in History
In Jim’s first Big Picture topic, “Financial Repression – the greatest wealth transfer in history,” Jim discusses the current deliberate policy pursued by governments and central banks. Jim gives an historical background on financial repression, first seen...
Kurt Wulff: Will Shell’s $70 Billion Acquisition of BG Group Lead to More Takeovers?
Apr 17 – Jim is pleased to welcome back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Jim and Kurt discuss the recent massive acquisition by Royal Dutch Shell, the largest in the energy sector in 15 years.
Chris Martenson on What Happened to Peak Oil
Apr 16 – Cris Sheridan welcomes Chris Martenson PhD, co-founder of PeakProsperity.com. Chris gives his views on peak oil, and frames the discussion in terms of the relationship of oil reserves and price.
Kurt Kallaus: Bull Market Likely to Run Another 2-3 Years
Apr 14 – Cris Sheridan welcomes Kurt Kallaus, author of Exec Spec advisory newsletter and the KDelta trading model for stocks and all commodity futures. Kurt doesn’t believe the U.S. is on the verge of a recession and...
Jim Puplava’s Big Picture: On the Record
Apr 11 – This week on the Big Picture, John interviews Jim in a format they call On the Record. Some of the topics Jim addresses include why he is still bullish on the stock market, the potential for a recession in the US, and his views on energy and peak oil...
Neil Dutta: Growth Should Remain Close to 3% - Recession Likely Years Away
Apr 10 – Jim welcomes Neil Dutta, Head of U.S. Economics at Renaissance Macro Research. Despite the weaker than expected jobs number last week, Neil notes that the labor market has been steadily improving for the last 18 months. Neil and Jim also discuss...
Emerging Market Spotlight: Indonesia (With Guest Expert Edward Gustely)
Apr 9 – Indonesia and many other eastern nations are some of the most densely populated places on the earth, a far cry from the declining populations of most developed countries. Edward Gustely, Co-Founder and Managing Director of Penida Capital Advisors...
Technician Tom McClellan: Small Cap Growth Stocks Outperforming – A Bullish Sign
Apr 4 – Jim welcomes back Tom McClellan, highly-regarded market technician and Editor of McClellan Financial Publications. With the large cap stocks stuck in neutral, Tom notes the outperformance by the small cap growth stocks, which he sees as a bullish factor...
Doug Hornig: Huge Developments Taking Place in Solar Power
Mar 26 – Cris Sheridan welcomes Doug Hornig, Senior Editor at Casey Research. Doug and Cris discuss electricity consumption in America, which has plateaued due to demographics, conservation, and the rise of...
Technician Louise Yamada: Breakouts in Small and Mid-Cap Stocks a Good Sign
Mar 21 – Jim welcomes back Louise Yamada CMT, Managing Director of Louise Yamada Technical Research Advisors. Louise notes it has been a frustrating market so far in 2015, with a choppy trading range environment. She does note that...
Jim Puplava’s Big Picture: Yellen Is Tellin: It Is Going to Be a Slow Slog
Mar 21 – In the first Big Picture topic this week Jim analyzes the latest statement from Janet Yellen and the Federal Reserve. Jim and John discuss what it means for the economy, the markets, and for investors. The fact that the word “patient” was...