Financial Sense Newshour on the Markets
Marc Chandler: Be Prepared - Dollar May Climb for Several Years
Dollar-Euro Parity May Be a 2016 Story
Cris Sheridan welcomes back Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. Marc discusses the key long-term drivers that may push the dollar higher for several years and how this will affect investors and...
Urban Carmel: Late ‘90s Tech Bubble a Unique Event – Unlikely to Happen Again
Euphoria of the 1990s Grew From Political and Demographic Events, Both in the U.S. and Abroad
Cris Sheridan welcomes analyst Urban Carmel. During the historic tech bubble of the late 1990s, stock valuations soared far higher than ever before. With stocks today already above historical averages, could we expect to see the same level of euphoria happen again, driving stocks two or three times higher from where they stand today?
Ross Hansen: Two Types of Gold Investors: Long-Term Physical vs. Fast-Money Paper
The New World Order Moving Toward Chip-Based Transactions as Cash Disappears
Ross Hansen, founder of Northwest Territorial Mint, joins Jim to discuss the “investor fatigue” in the metals markets over the last few years. Ross notes how the big banks have been investing Fed money into the stock market in recent years, and gold has been largely overlooked.
Technician John Kosar: Long-Term Trend Remains Favorable
Also, Ryan Puplava, Erik Townsend and Tom Smith
John Kosar at Asbury Research believes the S&P 500 may test its 200-day moving average and correct to around 1900. He is also looking for a short-term gold rally between October and Thanksgiving. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up...
Jim Puplava’s Big Picture: LEIs Signaling a Soft Patch Ahead
Also, “Paid to Adapt, Not Forecast”
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.
Neil Dutta on Future Rate Hikes; Can the Fed Avoid a Tantrum by the Markets
The U.S. Economy Continues to Grow as Incomes Rise
Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, discusses the expected Federal Reserve rate hikes next year, and if the markets will react with excessive volatility, or take them in stride.
Jeffrey Saut: Investors Should Listen to the Message From the Markets
Short-Term Cautious, But Pull-Backs Are Buying Opportunities
Jeffrey Saut, Chief Investment Strategist at Raymond James Financial, is short-term cautious but believes we have now entered the second phase of this bull market, with institutions finally accepting the bull and getting invested.
Axel Merk: The Fed Will Be Late in Raising Interest Rates
Weak Global Economy Keeping Commodity Prices Low
Axel believes Fed Chair Janet Yellen wants interest rates to remain low for the foreseeable future, and will likely be late in raising rates. He sees inflation arriving eventually. They discuss why central banks around the globe are all trying to cheapen their currencies.
Carlota Perez on Technological Revolutions, Manias, Bubbles, and Golden Ages
Cris Sheridan welcomes Carlota Perez to discuss the findings of her widely read book, “Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages.” As she explains, technological revolutions aren’t random but occur on average every 60 years...
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.