Market Focus: Markets
- May 17 The Last of the 2008 Doomsday Scenarios Is Fading Away by Sy Harding
- May 17 Why Bonds Aren't Dead & The Dollar Will Get Weaker by Lance Roberts
- May 17 When Central Banks Buy Stocks by Clif Droke
- May 17 Long-Term Breakout by Carl Swenlin
- May 17 Stocks Decouple From “Risk-On” Indicators by Sober Look
- May 17 The S&P 500 Is Now a Gambler's Paradise With 76.9% Up Days in May So Far by Adam Taggart
- May 16 The Taper Trade by Ryan Puplava CMT
- May 16 Is Bad Economic Data Good for Stocks? by Sheraz Mian
- May 16 Daily Market Recap by PFS Group
- May 15 The U.S. Dollar’s Impact on the Oil Price by Keith Schaefer
- May 15 Leading Employment Indicators Suggest Higher Highs Into the Fall by Chris Puplava
- May 15 Daily Market Recap by PFS Group
- May 15 JGB Yields Spike in Spite of all the BOJ Bond Buying by Sober Look
- May 14 Japan - Green Light to Crush Yen by Gary Dorsch
- May 14 Daily Market Recap by PFS Group
Ryan Puplava: Cyclical Rotation - The “Taper Trade” Is On, Defensive Stocks Are Off
Ryan Puplava does double duty this week, giving his technical analysis on the markets as well as his weekly Market Wrap-up. Technically, Ryan sees a cyclical rotation of stocks into what he refers to as The Taper Trade, and out of more defensive stocks such as health care and utilities. Ryan is bullish on energy and copper as they are tied to more robust economic activity. Ryan also discusses bonds, gold and currencies. In addition, Erik Townsend looks at Commodities and Rob Bernard has the Fixed Income Report.
Jim Puplava’s Big Picture: Game of Thrones - The Dollar vs. Gold
The first Big Picture topic this week is “Game of Thrones - the Dollar vs. Gold”. Jim looks at the massive global currency debasement among central banks, and in that current game the dollar is king. Gold is in the background and not a major player. Jim believes this will not last, but for now the dollar is winning the game. The next topic, “Forget a QE Exit Plan, Serial Money Printing is the Wave of the Future”, Jim notes that 14 central banks around the world have cut interest rates, and are printing money with no exit strategy in sight. He notes that the next Fed Chairperson, widely assumed to be Janet Yellen, will make Ben Bernanke look conservative when it comes to money printing.
Dan Steffens: Natural Gas Prices Going Up
Jim welcomes Dan Steffens, the President of Energy Prospectus Group (EPG), a networking organization based in Houston, Texas. Dan publishes EPG’s newsletter, “The View From Houston”. Dan discusses his views on natural gas, and lays out the case for higher natural gas prices ahead. Dan and Jim also discuss the energy stocks, and Dan advises investors to look for companies that balance natural gas and oil production, and can switch back and forth as market conditions warrant.
The Lifetime Income Series: Waiting to Get In - Hard to Make Money From the Sidelines
This week Jim and Cathlyn discuss the dilemma of those sitting on the sideline in cash. When is the right time to make a move? They illustrate the issue by discussing the case study of a retired couple, David and Michelle, who are unhappy with the meager returns on cash and CDs, but have not been ready to make a move into the market. Jim lays out a strategy to boost their income, but warns that time may be running short for income investors. This week’s guest is Peter Bell, president & CEO of the National Reverse Mortgage Association.