Market Focus: Global/International
- Mar 10 Ukraine - NATO, the EU, and the US vs. Putin by Bill Witherell
- Mar 10 Can the Renminbi Become an International Currency? by Global Risk Insights
- Mar 10 How Many Stock Market Top Boxes Have Been Checked? by Chris Ciovacco
- Mar 07 China’s Credit Markets Under Pressure by Sober Look
- Mar 06 The Stock Market’s New Normal: A Wall of Worry by Christopher Quigley
- Mar 06 The Dollar’s Long Term Decline by Axel G Merk
- Mar 06 Higher Inflation Expectations May Start With Breakfast by Monty Guild Tony Danaher
- Mar 06 Why Is the Dow Lagging the Broader Market? by Matthew Kerkhoff
- Mar 06 Gold Price “Will Probably Test $1400” as Crimea Moves to Quit Ukraine by Adrian Ash
- Mar 06 Renminbi Depreciation Poses Risk to Chinese Economy by Global Risk Insights
- Mar 05 Russia Needs to Sell Gas More Than EU Needs to Buy It by Oil Price
- Mar 04 Gold Price Drops 3/4 of “Ukraine Crisis” Jump as Russia Moves to Ease Tensions by Adrian Ash
- Mar 04 Ukraine: Three Views by John Mauldin
- Mar 04 Looking Past Ukraine by Sheraz Mian
- Mar 03 Will Emerging Markets Come Back? by Michael Pettis
Jim Puplava’s Big Picture: Adapt or Die – Market Darwinism
This week on the Big Picture, Jim’s first topic is “Adapt or Die – Market Darwinism”. He discusses how we are living in different times and that the world is changing. He points out how Gary Shilling and David Rosenberg have both had to adapt their thinking to changing conditions.
Marc Chandler: Ukraine-Crimea Situation More Bluster and Hype Than Geopolitical Threat
Jim welcomes Marc Chandler, Author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc makes the point that Vladimir Putin is no more than a Russian Nationalist who was provoked into taking action on his border.
Brian Pretti: The Yen Carry Trade Still Highly Correlated to US Equity Markets
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss a wide array of global macro topics. Brian mentions that the Fed’s tapering program is forcing money away from risk assets, and that capital is moving back to the core markets, specifically the US.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
Jim is pleased to welcome back Louis-Vincent Gave, CEO of GaveKal in Hong Kong. They discuss Louis’ new book “Too Different for Comfort” and its lessons for investors. Among the key themes of the book are four macro changes that investors must be aware of and factor into their decision-making.
"In the early 1840s editor Horace Greeley encouraged his readers to go West. Today I encourage our readers consider the East in the 21st century." – Jim Puplava