Market Focus: Storm Watch
- Mar 11 Almost 40% of Households Can’t Afford San Diego by Don Bauder
- Mar 11 Book Review: The Money Bubble (What to Do Before it Pops) - Two Thumbs Up by Michael Shedlock
- Mar 11 How Social Security Trust Funds Will Change Private Retirement Income by Daniel Amerman CFA
- Mar 10 Ukraine - NATO, the EU, and the US vs. Putin by Bill Witherell
- Mar 10 Farmland: Another Real-Estate Bubble? by Monty Guild Tony Danaher
- Mar 10 Can the Renminbi Become an International Currency? by Global Risk Insights
- Mar 06 Renminbi Depreciation Poses Risk to Chinese Economy by Global Risk Insights
- Mar 04 Gold Price Drops 3/4 of “Ukraine Crisis” Jump as Russia Moves to Ease Tensions by Adrian Ash
- Mar 04 Ukraine: Three Views by John Mauldin
- Mar 03 Emerging Market Banking Crises Are Next by James Gruber
Jim Puplava’s Big Picture: Adapt or Die – Market Darwinism
This week on the Big Picture, Jim’s first topic is “Adapt or Die – Market Darwinism”. He discusses how we are living in different times and that the world is changing. He points out how Gary Shilling and David Rosenberg have both had to adapt their thinking to changing conditions.
Marc Chandler: Ukraine-Crimea Situation More Bluster and Hype Than Geopolitical Threat
Jim welcomes Marc Chandler, Author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc makes the point that Vladimir Putin is no more than a Russian Nationalist who was provoked into taking action on his border.
Rick Santelli: Expect Market Volatility This Year More Like 2012 – Risk-On / Risk-Off
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.
Dr. Peter Warburton: Disinflationary Trend Continuing - But Fed’s QE Policy Ultimately Leads to Higher Inflation
Jim welcomes back Dr. Peter Warburton, Director of Economic Perspectives Ltd in London. Peter still sees too much complacency about government deficits, but believes US consumers have benefited from two years of favorable supply shocks in food and energy.
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