Financial Sense Newshour on the Markets
Jim Puplava’s Big Picture: The End of the Taper – When Will Rate Hikes Begin?
Also, “The End Game (Part 2) – It’s Easier to be Wrong than Right”
Jim’s first Big Picture topic this week is about the Federal Reserve bring the tapering program to an end in October. Fed Chair Janet Yellen has stated that a “considerable time” until rate hikes begin is not a calendar event. However, there are more hawkish forces in the Fed, such as...
Technician Richard Dickson: No Signs of a Major Top – Supply and Demand Pressures in Balance
Also, Ryan Puplava With the Market Wrap and Erik Townsend on Commodities
Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees supply and demand pressures in relative balance, and no technical warnings of a major market top. He notes that the market is becoming increasingly more selective.
Jim Cramer: Panic Is Your Worst Enemy
The Importance of Patience and Discipline in Investing
Jim is pleased to welcome Jim Cramer, host of CNBC's "Mad Money" and founder of TheStreet.com. They cover Jim’s long and varied career on Wall Street, and how his mother’s deathbed wish eventually propelled him into a media career.
Michelle Caruso-Cabrera on Russian Sanctions, ISIS in Iraq, and the Implications of an Independent Scotland
Sanctions Against Russia Could Affect Germany’s Economy
Jim welcomes back Michelle Caruso-Cabrera, CNBC's Chief International Correspondent. Michelle and Jim cover a number of geopolitical flashpoints, including the ongoing Russia/Ukraine conflict, the ISIS invasion in Iraq, and the upcoming vote in Scotland for independence from the UK.
Jim Puplava’s Big Picture: The Endgame – The Grand Finale and The Meltdown
Also, “The Assault on Monopolies – Disruption & Transformation”
Jim’s first Big Picture topic this week deals with where we are in the market cycle, close to the top, or heading higher? Jim lays out the case that macro forces favor higher stock prices for an extended period. He looks at where we may be in this bull market, and makes historical comparisons to the bull market of the 1990’s.
Technician Jonathan Krinsky: U.S. Dollar Could Be on the Verge of a Major Breakout
Also, Tom Smith, Erik Townsend and Rob Bernard
Jim welcomes Jonathan Krinsky CMT, Chief Market Technician at MKM Partners. Jonathan currently sees no signs of a top or major correction. He discusses the market averages, as well as the bond market.
James Bianco: U.S. Still the Best Place to Invest
Markets Like Political Gridlock
Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. They discuss a wide range of economic issues, including the outlook for more political gridlock ahead in Washington, which James notes should be bullish for the markets, especially the financial markets.
Kurt Wulff: Energy Stocks Still the Best Dividend Payers
Deep Water - the Next Frontier in Energy
Jim welcomes back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt and Jim cover the energy space, and Kurt discusses his favorite energy stocks. Kurt notes that small shale firms are currently the top performers in the energy sector. He also mentions that pipeline companies are...
Jim Puplava’s Big Picture: Ready or Not – Stock Prices Heading Higher
Also, “Dollar Bull Market Ahead?”
Jim’s first topic this week on the Big Picture is “Ready or Not, Stocks Heading Higher”. While many investors have been waiting all year, or longer, for a significant correction, Jim currently believes the market will be heading higher. He lists a number of favorable factors right now, including...
Technician Ralph Acampora: The Fourth Quarter a Big Opportunity – Buy Any Corrections
Also Jim Puplava, Erik Townsend and Tom Smith
Jim welcomes back legendary technician Ralph Acampora this week. Ralph believes the market professionals could be “head-faked” again, and sees the fourth quarter as a big opportunity. He notes that sector rotations are a function of every bull market, and currently he favors the technology and financial sectors.
The Great Rebalancing – How China’s Slowdown Will Affect the Globe: An Interview With Michael Pettis
Why China May Not See a Hard or Soft Landing
In a special reprise edition of FS Insider, Cris Sheridan, Senior Editor of Financial Sense, welcomes Michael Pettis, a Beijing-based economic theorist and financial strategist. He is a professor of finance at Guanghua School of Management at Peking University in Beijing.
The Big Picture with Jim Puplava & Erik Townsend (Part 2)
“The Drivers Behind the Relentless Rise in Stocks” and “Financial Competence Critical for the Next President”
In part two of a special Big Picture conversation between Jim Puplava and Erik Townsend, they begin by discussing the key drivers behind the relentless rise in the stock market in recent years. Erik believes that Quantitative Easing by the Federal Reserve is the most important factor.
Ronald Stoeferle: Gold - The End of the Bottoming Process
In Gold We Trust – 2014 Report
In a special reprise edition of FS Insider, Jim welcomes Ronald Stoeferle CMT, CFTe, Managing Director at Incrementum AG to discuss his eighth annual “In Gold We Trust” report. Ronald likes the fact that the consensus considers the gold bull market over.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
Global Central Banks Waging War Against a Deflationary Outcome
In a special reprise edition of FS Insider, Jim is pleased to welcome 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.
Technician Gary Dorsch: Recent Pullback a Buying Opportunity – S&P 500 Should Hit or Exceed Previous Highs
Also, Ryan Puplava, Erik Townsend and Rob Bernard
Jim welcomes back Gary Dorsch, editor of Global Money Trends at SirChartsAlot.com. Gary notes that we’ve seen a pull-back in the market recently, not a correction. This is the third pull-back so far this year. He believes this is a buying opportunity and the S&P will return to old highs, although he is cautious longer term.
Jim Puplava’s Big Picture: Be Greedy When Others Are Fearful, and Fearful When Others Are Greedy
Also “A Guaranteed Stock Market Correction” and “The Hunt For Red Hot Yields”
Jim’s first Big Picture topic this week is a reference to the Warren Buffett quotation. He uses this sage market advice to critique the “fear” industry, which is always trying to scare investors, no matter the economic fundamentals or reality. The second topic is “A Guaranteed Stock Market Correction”, which refers to...
Technician Tom McClellan: Stock Market Heading Higher By Year End, Seasonal Weakness Until October
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Jim welcomes back Tom McClellan, Editor of McClellan Financial Publications. Tom sees the Presidential 2nd Term Cycle Pattern playing out exactly so far this year, and expects seasonal weakness until October, with the market then picking up and finishing the year strongly.
Jean-Marie Eveillard: Value Investing - Why It Holds Sway in Today’s Treacherous Landscape
Why Wall Street Has Moved Away From Value Investing
Jim welcomes back Jean-Marie Eveillard, Senior Adviser, Portfolio Management at First Eagle Funds. A legendary value investor, Jean-Marie received a Lifetime Achievement Award from Morningstar in 2003 for building one of the most successful long-term records in the investment business.
Dan Wantrobski on the Long-Term “Market Map” and What It Means for Stocks, Commodities, and Interest Rates
Cris Sheridan, Senior Editor of Financial Sense, welcomes Dan Wantrobski CMT, Managing Director of Technical Strategy at Janney Capital Markets. According to Dan’s research of looking at the last 130 years of market trends, the U.S. markets have likely made a long-term transition to an inflationary bull market cycle...
The IMF’s Laura Kodres on the Shadow Banking System and Future Risks
Laura Kodres, an expert on systemic risks and macro financial linkages at the IMF, explains shadow banking, the pivotal role it played in the last financial crisis, the intended and unintended consequences regulatory efforts have had since then, and some of the current worries that are starting to build around the globe, most notably in China.