Market Focus: Storm Watch
- Apr 16 Has Inflation in the U.S. Bottomed Out? by Sober Look
- Apr 14 Don’t Bet on Treasury Rally to Continue by Sober Look
- Apr 11 No End to Central Bank Meddling as ECB Embraces ‘Quantitative Easing’, Faulty Logic by Detlev S Schlichter
- Apr 11 85% of Pension Funds to Fail in Three Decades by Michael Shedlock
- Apr 10 Potential for "Very High" Natural Gas Spikes This Year, Says Energy Analyst by FS Staff
- Apr 10 Risk On, Regardless by John Mauldin
- Apr 08 U.S. Treasury Warns China Over Yuan Depreciation; Treasury Hypocrites; What If? by Michael Shedlock
- Apr 07 Is Inflation Next? by James Gruber
- Apr 07 Disinflationary Pressures Beyond the Euro Area by Sober Look
- Apr 04 Entitlement Reform Less Politically Viable After Affordable Care Act Missteps by FS Staff
Jim Puplava’s Big Picture: Mixed Messages – Crash, Correction or Recession?
In Jim’s first Big Picture topic this week, Jim and John look at the recent market correction and discusses if we are headed for trouble, and what is behind this year’s choppiness in the markets. Jim sees much of it due to Fed policy and discusses the market’s reaction to Janet Yellen, as the Fed continues to taper.
Technician Shelley Moen: Ignore All the Noise – Focus on Quality Stocks
Jim welcomes back Shelley Moen CMT, Senior Market Strategist at Vermilion Technical Research, LLC. Shelley notes that market jitters are not unusual during earnings season, and it’s certainly not unusual to see market pull-backs after strong years in 2012 and 2013.
Evelyn Browning Garriss: High Probability of an El Niño Event – Good News for Farmers and Californians
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Evelyn discusses the chances of Central and Eastern North America having a cool, delayed planting season as well as the likelihood of a benign El Niño growing season.
Kim Wallace: Washington Policy Beginning to Recede as an Influence on the Market
Jim welcomes back Kim Wallace, Executive Managing Director and Partner at Renaissance Macro Research. Kim is responsible for Washington policy research. Kim and Jim discuss the lessening influence of Washington policy on the markets, as the economy grows more capable of standing on its own.
Market volatility and the breakdown of fundamental and technical indicators are only a few signs. There are others which are more subtle and not visible to the human eye—below the surface. They show up in bear-o-metric readings of the nation's money supply, credit expansion and the breakdown of corporate earnings. With all of these readings, we know that a storm is coming. The question is: "What kind will it be?"
—Jim Puplava, The Perfect Financial Storm Part 3