Financial Sense Newshour on the Markets
Axel Merk: The Fed Can’t Get Back to Normal – U.S. Can’t Afford Higher Interest Rates
Japan Is Vulnerable – There Is No Safe Haven to Hide
Jim welcomes back Axel Merk, Founder and Portfolio Manager at Merk Investments LLC. Axel sees the biggest threat to the markets as a “successful” monetary policy that leads to growth, but also higher interest rates. He contends the US economy and government cannot afford...
Ned Schmidt: The Bear Market in Gold Is Over
2014 Will Be the Year of Commodities
Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned and Jim cover both the agriculture and gold markets this week. Ned believes the long bear market in gold is over, and gives his views on gold and the...
Brian Pretti: The Yen Carry Trade Still Highly Correlated to US Equity Markets
Capital Is Moving Back to the Core Markets, Specifically the US
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss a wide array of global macro topics. Brian mentions that the Fed’s tapering program is forcing money away from risk assets, and that capital is moving back to the core markets, specifically the US.
Jim Puplava’s Big Picture: When Will Janet Blink?
Also on the Big Picture, “The Macro Conundrum” and “Managing Money in This Environment”
Erik Townsend and Chris Puplava co-host this week in a special edition of the Big Picture. The first topic is “When will Janet Blink?”, refers to new Fed Chair Janet Yellen, and if she will stay the course in taking the Fed’s tapering program back to zero stimulus. Erik contends that it’s impossible to trade or invest using conventional wisdom in this environment, and...
Technician David Nicoski: Bullish Outlook on U.S. Equities Still in Place
Also, Ryan Puplava, Erik Townsend and Tom Smith
This week on the Financial Sense Newshour, Erik Townsend welcomes David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. David sees the bullish outlook for US equities as still in place, and believes the emerging market risk is contained to the emerging markets for now.
Howard Davidowitz: Retail Is Getting Amazoned!
One Half of Retail Malls Will Eventually Go Out of Business
Jim welcomes back Howard Davidowitz, Chairman of Davidowitz & Associates, Inc., a highly respected retail industry consulting and investment banking firm founded in 1981. Howard and Jim discuss the revolutionary effect that Amazon is having on the retail sector.
Eoin Treacy: 2014 to Be a Choppy Environment – Markets Will Test the Resolve of Janet Yellen
Peak in Bond Market Reached in 2012
Jim welcomes back Eoin Treacy, Global Strategist at Fullermoney. Eoin expects this year to be characterized by a choppy market environment. He believes much of the choppiness will be caused by leveraged traders and algo-traders at the margin.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
Global Central Banks Waging War Against a Deflationary Outcome
Jim is pleased to welcome back 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.
Jim Puplava’s Big Picture: How Technology Is Going to Change the World
Also on the Big Picture, “Disinflation and the Commodity/Cyclical Trade” and “The Market’s Bill of Health”
Jim’s first topic is about how technology is going to change our world and the way we live in the future. He touches on technology’s societal impact with the advent of the internet, Apple’s revolutionary products, the effect of Amazon on retail shopping etc. and stresses the importance of adapting to change.
Technician Bert Dohmen: Markets at a Critical Juncture - China Is Key
Also, Ryan Puplava, Erik Townsend and Rob Bernard
Jim welcomes back technician Bert Dohmen, President & Founder at Dohmen Capital Research Institute and publisher of the Wellington Letter. Bert discusses why he believes China is still so important to the global economy, and how any significant economic crisis will likely start there.
One-on-One With Jim Puplava: Value and Dividends – The Key to Investing Success
How to Avoid Yield Traps
This week on “One-on-One With Jim Puplava” Jim digs into two very important elements of successful long-term investing, buying value and identifying companies that pay a sustainable, growing dividend. Jim discusses avoiding “yield traps”, where investors chase high yields.
Kurt Wulff: There Is Value in Energy – Mid Cap Independent Producers Are in the Sweet Spot
Oil Prices Should Remain in a Stable Trend
Jim welcomes back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt currently sees real value in the energy sector. They discuss the growth prospects for energy, as well as his favorite sub-sectors and individual companies in the current market environment.
Rick Santelli: Expect Market Volatility This Year More Like 2012 – Risk-On / Risk-Off
Stock Market Game Still On, But Will Get More Selective
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
Robin Griffiths: Stock Market Needs a 20% Pullback to Stay Healthy – Last Year an Anomaly
The Economy Cannot Handle Interest Rates Over 3%
Jim is pleased to welcome back Robin Griffiths, Chief Technical Strategist at The ECU Group in London. Robin and Jim discuss why the stock market needs a 20%+ pullback to reach normal valuations. Robin expects the first half of the year to be volatile, with more risk-off than risk-on.
Jim Puplava’s Big Picture: The Fed’s Next Move – Watch Data & Beta
Also, “What the Fed Is Looking At – Data & Beta”
This week in the Big Picture, Jim discusses the arrival of Janet Yellen, and the direction the Fed is likely to take. Jim notes that there were not a lot of surprises coming from Yellen, and the markets liked what they heard. It is unlikely there will be any departure from Bernanke’s policies initially.
Technician Richard Dickson: No Clear Sign of a Market Top
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees no current signs of a market top, and notes that there is buying coming into the market. Richard also points out there are no divergences in the Advance/Decline line as well.
One-on-One With Jim Puplava: Energy – An Undervalued Sector With A Lot to Offer Investors: Value, Yield and Growth
Energy Sector Overlooked as a Value Play
This week on One-on-One With Jim Puplava, Jim delves into the often overlooked attributes within the energy sector. He discusses areas within the broader energy sector that offer not only good value...
Felix Zulauf: Expect a 20% Correction This Year
The US Looks the Best Economically, Compared to the Rest of the World
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. Felix notes that while the markets are experiencing a tactical rally of late, the combination of global slowdown, technical deterioration in equity markets, and tapering warrant caution and should lead to a potential sell off this year.
Professor Andrew Lo on the Cancer Mega-Fund – Will Financial Engineering Cure Cancer?
You Can Actually Make Money By Investing in a Cure for Cancer
Jim welcomes back Dr. Andrew Lo, Professor of Finance at the MIT Sloan School of Management and the director of MIT's Laboratory for Financial Engineering. They discuss Professor Lo’s proposal to use financial engineering to spread risks among investors and provide financial incentives to develop successful cancer treatments.
The Lifetime Income Series: Don’t Get Swayed by Fear or Greed - Remember the Plan
Special Guest: Lowell Smith, President of Inspira, on the Pros and Cons of SEP and SIMPLE IRA’s
This week Jim and Cathlyn share a case study of Sam and Melanie Krauss to highlight the importance of having an asset allocation plan. Frequently investors move between greed and fear and continuously shift their investments around, typically at the wrong times.