Financial Sense Newshour on the Markets
Jim Puplava’s Big Picture: 2014 - A Year of Surprises
A Good Year With Bumps, Twists and Turns
Dec 20 – In this special edition of the Big Picture, Jim and John look back at 2014, a “Year of Surprises”. Jim had predicted a good year with some bumps, but there were also an amazing amount of economic and geopolitical twists and turns in 2014. Jim details many of the surprises during the year, including the continuing drop in...
Ralph Acampora: The Economy Is Driving the Market to New Highs
Also, Ryan Puplava, Erik Townsend and Tom Smith
Dec 20 – Jim welcomes back technician Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph notes that we needed the recent correction, but sees no signs of a massive topping formation. He believes the economy is the driving factor behind new highs in the broader indexes this fall.
Axel Merk: Volatility the Big Issue in 2015 – Markets and the Dollar Could Weaken
Risk Premiums Will Reappear Next Year Without QE From the Fed
Dec 17 – Jim welcomes back Axel Merk, Founder and Chief Investment Officer of Merk Investments LLC. Axel notes that foreigners have bid up U.S. markets and the dollar this year. He believes turbulence will return to the markets next year with the end of QE by the Fed, and sees potential weakness in both the U.S. markets and the dollar.
Cam Hui: Nervously Long With Tight Stops
A Look at the Main Bullish and Bearish Arguments for Stocks Right Now
Dec 16 – Cris Sheridan welcomes Cam Hui CFA, Portfolio Manager at Qwest Investment Fund Management. Cam discusses the main bullish and bearish arguments being made for stocks right now. On the positive side, Cam and Cris discuss seasonality, U.S. economic growth, an earnings boost from lower oil prices, and still accommodative central banks.
Technician Louise Yamada: Small Caps Could Be Signaling a Corrective Phase Ahead
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Dec 13 – Jim welcomes back Louise Yamada CMT, Managing Director at Louise Yamada Advisors. Louise notes that the small cap stocks tend to lead the market, and they could be telling us a corrective phase is ahead. However, Louise sees no evidence of an emerging bear market at the moment, despite the collapse in energy prices.
Peter Boockvar: The End Game – Central Bankers Going “All In” to Maintain Asset Prices
The Fed “Put” Is Now Out of the Money
Dec 12 – Jim welcomes Peter Boockvar, Managing Director and Chief Market Analyst at The Lindsey Group LLC. Peter and Jim focus their discussion on market valuations. Peter sees nearly all asset prices as overvalued, with the bond market the most extreme case. Peter believes that we are in the final act of the central bankers ability to maintain high levels of asset prices.
Joseph Dancy: Crude Oil Markets Surprise Analysts and Investors
Are Central Bankers to Blame?
Dec 11 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim discuss the 40+% decline in the crude oil markets over the last five months, and why it took most analysts and investors by surprise.
Matthew Kerkhoff: Why QE Can’t Lead to Hyperinflation (Part 2)
No Direct Link Between the Fed’s Reserves and the Wider Economy
Dec 10 – In part-two of Cris Sheridan’s interview with Matthew Kerkhoff of the Dow Theory Letters, Matthew explains why the commercial banking system has a much more profound effect on the prices of goods and services than central banking policy.
Matthew Kerkhoff: Why QE Can’t Lead to Hyperinflation (Part 1)
Central Banks Can Produce Deflation Easier Than Inflation
Dec 9 – Cris Sheridan welcomes Matthew Kerkhoff, Director of Research at Dow Theory Letters. Matthew believes that very few people have taken the time to understand how QE actually works. Most people believe the Fed is printing money and this would directly result in higher inflation, or even hyperinflation.
Technician Richard Dickson: No Signs of a Topping Process in the Market
Also, Ryan Puplava, Erik Townsend and Rob Bernard
Dec 6 – Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard notes that the current market has a number of risk-on and risk-off equities all doing well. He mentions that the October downturn came close to hitting a technical sell signal, but it never happened and the market recovered.
Why Jeremy Grantham Is Right About Corporate Profit Margins
Are Corporate Profit Margins Unsustainable?
Dec 3 – Cris Sheridan welcomes Baijnath Ramraika CFA. Corporate profit margins are at all-time highs and have remained at such levels for far longer than normal. Many say this is unsustainable and have predicted a sudden crash to occur over the past couple years, only to be proven wrong.
Jim Puplava’s Big Picture: The Endgame – The Grand Finale and The Meltdown
Also, “The Assault on Monopolies – Disruption & Transformation”
Nov 29 – In a special reprise edition of the Big Picture, Jim looks at 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...
Frank Holmes: The Royalty Companies the Best Place to Invest During Times of Low Gold Prices
The Catharsis in the Gold Industry Is Healthy
Nov 25 – Jim welcomes back Frank Holmes, CEO of US Global Investors. Frank and Jim discuss both energy and the gold markets. Frank notes that the currency play among the Euro, the Yen and the Dollar is having an impact on commodity pricing given the current stronger dollar.
Technician Jonathan Krinsky: Powerful Equity Rallies Off the Lows Indicate Strong Demand
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Nov 22 – Jim welcomes back Jonathan Krinksy CMT, Chief Market Technician at MKM Partners. Jonathan noted the powerful rallies off the lows in recent months, and sees plenty of demand for equities currently. He also pointed out that large cap equities have...
Dr. Gary Shilling on the Overpowering Reality of Deleveraging
The Fed Likely to Remain on Hold for a Long Time
Nov 21 – Jim is pleased to welcome back A. Gary Shilling PhD, President of A. Gary Shilling & Co., an economic consulting firm. Gary believes what many economic analysts are missing is the overpowering reality of deleveraging on the economy, and how it can take a decade or longer to work off the overhanging debt.
Jeffrey Saut: Turning Point – Compromise in the Air in Washington DC
Corporate Tax Reform Likely in the Next 12 Months
Nov 20 – Jim welcomes back Jeffrey Saut, Chief Investment Strategist at Raymond James Financial. Jim and Jeff discuss the recent mid-term elections. Jeff sees the elections as a turning point, with a “fed-up” electorate sending a message. Jeff believes that compromise...
Who Is Friedrich Hayek? (Part 2)
Nov 19 – Part economist, part philosopher, and part psychologist, Friedrich Hayek was a man way ahead of his time. In part two of this two part broadcast, global investment strategist James Kostohryz joins Financial Sense Newshour to discuss...
Who Is Friedrich Hayek? (Part 1)
Nov 18 – Part economist, part philosopher, and part psychologist, Friedrich Hayek was a man way ahead of his time. His ideas, fleshed out through numerous works spanning decades, have deeply influenced political thought, neuroscience, and how we understand the inner workings of the economy...
Jim Puplava’s Big Picture: Looking Back & Forward – Megatrends
Nov 15 – In this week’s Big Picture Jim gives an overview of the seven megatrends that will reshape the next decade. He also looks at the situation in Washington after the midterm elections and whether investors should expect the same level of political drama in years past.
Technician Tom McClellan: Sentiment Too Bullish – Expect Another Dip Before Heading Higher
Also, Ryan Puplava, Tom Smith and Erik Townsend
Nov 15 – Jim welcomes back Tom McClellan, Editor of McClellan Financial Publications. Tom says that short-term sentiment measures are too bullish and that another pullback is likely before stocks resume upward on strong seasonal strength. Also in this segment, Ryan Puplava has this week’s Market Wrap-up and Erik Townsend covers commodities.