Financial Sense Newshour on Metals
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...
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.
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.
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.
Ronald Stoeferle: Monetary Tectonics – The Tug of War Between Inflation and Deflation
No “All Clear” Signal for Gold Yet
Jim welcomes back Ronald-Peter Stoeferle CMT, Managing Director at Incrementum AG in Liechtenstein. They discuss Ronald’s latest research report, “Monetary Tectonics; The Tug of War Between Inflation and Deflation”. Ronald notes that central banks control a relatively small amount of the world’s money supply, with bank credit making up the majority.
Ross Hansen: All Quiet on the Precious Metals Front – Metals Ready to Roll
Prediction - Wealth Tax Coming to the US
Jim welcomes back Ross Hansen, Founder of Northwest Territorial Mint. Now America’s largest private mint, Northwest Territorial Mint serves institutions, corporations, and individuals around the world. Ross sees the precious metals markets as quiet, but getting ready to move.
Jean-Marie Eveillard: Why Gold Never Took Off
Value Investing Requires Patience – Which Most Investors Lack
Jim welcomes back Jean-Marie Eveillard, Senior Adviser, Portfolio Management at First Eagle Funds in New York City. Jean-Marie and Jim discuss an array of topics, starting with why inflation didn’t materialize and how that affected gold.
Frank Holmes: Catalysts That Can Drive Gold Prices Higher in 2014
Why Gold Didn’t Rise With QE 3 & 4
Jim welcomes back Frank Holmes, CEO and chief investment officer of U.S. Global Investors, Inc. Frank and Jim discuss the gold sector, and Frank notes that it is very unusual to get four consecutive years of downturn in a gold bear market, so he is cautiously optimistic this year. Frank discusses the reasons why...
Ned Schmidt: Gold Bullion – The Best Undervalued Asset Class
2014 Will Be a Good Year for Agriculture – Four Ag Stocks to Buy Now
Jim welcomes Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned discusses the past year, and notes the big story was US equities, as many other asset classes did not fare nearly as well.
Jim Puplava’s Big Picture: An In-Depth Conversation on Gold with John Kaiser
The Reasons Behind the Bear Market in Gold Equities and What Comes Next
In this holiday reprise edition of the Big Picture from last spring, Jim welcomes special guest and independent gold analyst John Kaiser of Kaiser Research Online and Kaiser Bottom-Fish Online...
Jim Puplava’s Big Picture: QE, Gold’s Bear Market, and Why We Won’t Experience Hyperinflation
Also, “Why Dividends Are Still the Best Game in Town” and “The Market’s Bill of Health”
This week on the Big Picture, Jim looks at why QE hasn’t led to rising inflation, why gold is in a bear market, and why there is no prospect for hyperinflation. Jim explores the reasons behind these topics and how they are connected...
John Kaiser: Still No Catalyst on the Horizon for Gold
Purging Excess From the System and Setting the Stage for the Next Rally
Jim welcomes back John Kaiser, a mining analyst with over 25 years of experience and founder of Kaiser Research Online, specializing in the resource sector. John discusses the current outlook for the gold and gold mining sectors, and sees no catalyst on the horizon to re-ignite the industry.
Jim Puplava’s Big Picture: Why I Changed My Mind on Hyperinflation
Also, “Around the World With the LEI’s”
This week on the Big Picture, Jim’s first topic is “Why I changed my mind on hyperinflation”. Jim covers the last decade with oil going from $10 to $150, and gold zooming from $250 to $1900. However, the great financial crisis of 2008 changed the landscape. Jim is now moving toward the disinflationary camp...
Keith Neumeyer: Sooner or Later a Catalyst Will Ignite the Silver Market
The Key to Survival in Silver Mining Is Ore Grade
Jim welcomes back Keith Neumeyer, President & CEO of First Majestic Silver Corp. Keith and Jim discuss the recent Silver Summit, as well as the difficult environment for silver miners. Keith believes that sooner or later a catalyst will arrive to reignite the price of silver.
Technician David Nicoski: It’s a Teflon Market - No Significant Corrections Ahead
Also, Ryan Puplava with the Market Wrap-Up, Rob Bernard on Fixed Income, Erik Townsend on Commodities, and the Market’s Bill of Health
Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. Dave sees no significant corrections ahead, just healthy backfilling and more frequent rotations...
Russell Napier: QE Is Not Working
For Outcome of Deflation vs. Inflation, Watch the Gold Market
Jim welcomes back Russell Napier, a consultant with CLSA Asia-Pacific Markets. Russell makes the point that if QE is working, why is bank credit contracting? Since May 2013 US bank credit has been contracting at a 3% annualized rate.
Jim Puplava’s Big Picture: Black Swans and the Dragon King
Also, “Gold: A Beaten Up and Undervalued Asset Looking for a Catalyst” and “The Market’s Bill of Health”
In this week’s first Big Picture topic, “Black Swans and the Dragon King” Jim discusses the work of recent FSN guest Didier Sornette, who distinguishes between “out-of-the-blue” Black Swan events, and those Sornette calls “Dragon Kings”...
John Doody: Gold in Contraction & Consolidation Phase
Gold investors should note factors impacting the industry and upgrade
Jim welcomes back John Doody, Ph.D., Editor at Gold Stock Analyst. John cautions investors by noting three factors currently consuming the gold industry...
Bud Conrad: The Fed Was Spooked by a Rise in Interest Rates
The US Is Still the Best House in a Bad Neighborhood
Jim welcomes back Bud Conrad, Chief Economist for Casey Research. Jim and Bud cover a wide array of subjects, including the Fed’s decision not to taper. Bud believes the Fed was spooked by the rise in interest rates over the summer.
Technician Louise Yamada: Major Indexes At New Highs - 32 Year Bull Market in Bonds Is Over
Also, Ryan Puplava with the Market Wrap-up, Rob Bernard on Fixed Income, and Erik Townsend on Commodities
Jim welcomes back Louise Yamada CMT, Managing Director of Louise Yamada Technical Research Advisors in New York. As all the major indexes have now surpassed the 2007 highs, Louise believes the structural bear market of the last 13 years has now become a structural bull market...