Market Focus: Markets
- Oct 31 Favorable Sentiment for a 4th Quarter Rally by John Kosar CMT
- Oct 31 Shift in Quality Spectrum Argues We’ve Entered Later Innings of Bull Market by Chris Puplava
- Oct 31 Stock Market Drivers: Corporate Buybacks, Monetary Policy, and Large Institutions by FS Staff
- Oct 31 Investors Intelligence: Initiation of Strong New Uptrend by Tom McClellan
- Oct 29 FOMC Ends QE; Reiterates "Considerable Time" for Low Rates by Bob Eisenbeis
- Oct 28 Get Ready for Shift in Fed Policy by Sheraz Mian
- Oct 27 Technical Lines in the Sand; All Eyes on the FOMC by Matthew Kerkhoff
- Oct 27 R.I.P. QE by Patrick O'Hare
- Oct 24 Buy the Dip or Sell the Rally by Sy Harding
- Oct 24 The 2014 Stealth Bear Market – A Transition or a Top? by Chris Puplava
- Oct 23 Market Boosted by Caterpillar (CAT) Earnings by Sheraz Mian
- Oct 22 Is This the Beginning of a New Bear Market? Important Signs to Watch by Chris Puplava
- Oct 22 The “New Normal” in EM Ex-China by BCA Research
- Oct 20 Tech Bellwether IBM Sees Big Earnings Miss by Sheraz Mian
- Oct 20 Consensus Expects Year-End Rally Post 10% Market Correction by FS Staff
Jim Puplava’s Big Picture: Shareholder Yield – Why Stock Buybacks and Dividend Increases Make Sense in a Low Interest Rate World
Oct 25 – In Jim’s first Big Picture topic this week, he delves into shareholder yield, and shows why stock buybacks and dividend increases from stock ownership make so much sense in an era of financial repression and zero percent interest rates.
Jim Puplava’s Big Picture: Stocks vs. Bonds – Do You Really Understand the Risk?
Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.
Jim Puplava’s Big Picture: 2016-2017 - The Next Perfect Financial Storm
Oct 11 – This week Jim discusses the timeframe for the next financial storm on the horizon. A confluence of factors and events point to the period after the presidential elections of 2016, including rising interest rates, growing government debt, geopolitical turmoil and war, and the rising cost of Obamacare on consumers.
Jim Puplava’s Big Picture: LEIs Signaling a Soft Patch Ahead
Sep 27 – Jim’s first Big Picture topic is about the Leading Economic Indicators (LEIs) and why they are signaling a soft patch ahead. They indicate weakness in housing, mortgage applications and durable goods. Jim discusses the reasons behind the soft patch and why it will likely be temporary.