Financial Sense Newshour on the Markets
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...
Michael Lewitt: Negative Interest Rates Turning Capitalism on Its Head
Apr 15 – Cris Sheridan welcomes Michael Lewitt, Editor and Author of The Credit Strategist. Michael explains why never before seen negative interest rates are such a problem for the basic functioning of capitalism and why...
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...
Ralph Acampora: We’re in a Corrective Phase Within a Secular Bull Market
Apr 11 – Jim welcomes back noted technician and market historian Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph sees the current environment as a corrective phase, in which you have to be more sector...
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...
Gordon Long on the Four Pillars of Financial Repression
Apr 8 – Cris Sheridan welcomes Gordon Long, Founder and Principal of LCM Groupe. Gordon explains what financial repression is, the four pillars for implementing it, and why this is one of the most important issues facing savers and investors across...
Michael Shedlock: Canada in Recession, U.S. to Follow
Apr 7 – Cris Sheridan welcomes Michael “Mish” Shedlock of Global Economic Trend Analysis, one of the most popular economic blogs in the country. Mike explains why Canada, the US’s largest trading partner, is now in recession and how the US is likely to follow as well...
Jim Puplava’s Big Picture: Cross Currents – Integration & Disconnect
Apr 4 – Jim’s first Big Picture topic this week is “Cross Currents – Integration & Disconnect”, which deals with the global cross currents stemming from diverging monetary policies. The Federal Reserve is closer to raising rates and the rest of the world’s...
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...
Satyajit Das: Blowback from Strengthening Dollar "Grossly" Underestimated
Apr 3 – Das believes we are entering a period similar to the “beggar thy neighbor” policy of the 1930s, except with currencies as the weapon instead of tariffs. Jim and Das discuss the growth of debt bubbles around the world and the consequences when they unwind...
Brian Uzzi on Insect-Like Synchronization Among Day Traders
Apr 2 – Cris Sheridan welcomes Brian Uzzi, a globally recognized scientist and researcher at the Northwestern Institute on Complex Systems. Brian explains the results of a study he and his team of researchers conducted showing that day traders...
John Butler on Excessive Leverage, Shadow Banking, Europe and China
Mar 31 – Cris Sheridan welcomes John Butler, Chief Investment Officer at Amphora Commodities Alpha Fund in London. John explains the battle taking place in Europe, and why Canada served as a blueprint for Europe’s current problems...
Technician Dan Wantrobski: This Is Not a Major Market Top – Volatility and Corrections Present Opportunities
Mar 28 – Jim welcomes Dan Wantrobski CMT, Managing Director of Technical Research at Janney Capital Markets. Dan’s research tells him we are not approaching a major market top. He does give allowance for further volatility this year and probably...
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...
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...
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...
Felix Zulauf: Bull Market Has Further to Go, but Storm Clouds on the Horizon
Mar 20 – Jim is pleased to welcome back Felix Zulauf, Founder and President of Zulauf Asset Management AG in Zug, Switzerland and a member of Barron’s Roundtable for over 20 years. In a wide-ranging discussion...