Financial Sense Newshour for Storm Watch
Evelyn Browning Garriss: Volcanic Debris in the Arctic Will Create Colder than Average Winter in North America
Extreme Cold Fronts this Winter will mean Increased Energy Demand in the US
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Evelyn discusses the volcanic eruptions in the Arctic air mass over the last two years, and how the result has been a very cold and turbulent polar air mass that will be moving south as winter approaches.
Martin Armstrong: We Are Facing a Crossroads in History - Liberty or Economic Slavery
Larry Summers Promoting Electronic Currency - So 100% of Transactions Can Be Tracked and Taxed
Jim welcomes back Martin Armstrong of ArmstrongEconomics.com. Martin and Jim cover an array of economic topics, including the failure of the Fed’s QE policy to stimulate the economy. Martin notes as the world’s reserve currency, the dollars don’t stay in the US but circulate around the globe.
Jim Puplava’s Big Picture (with Erik Townsend): Monetary Policy Under a Yellen Fed
Also, “Political Implications of a Rising US Budget Deficit” and “Where Are the Markets Heading in 2014?”
Jim is joined this week on the Big Picture by Erik Townsend for the entire hour. In the first topic Jim and Erik discuss the impacts on monetary policy under a Janet Yellen led Federal Reserve in 2014...
Professor Laurence Kotlikoff: Our Government Is Broke – CBO Admits “True Liabilities”
True Deficit Kept Off the Books, Like Enron
Jim welcomes back Laurence J. Kotlikoff, Professor of Economics at Boston University. Professor Kotlikoff focuses on the CBO (Congressional Budget Office) and it’s Extended Baseline Forecast, which was left out of discussions during the recent budget debate. The CBO admits to true liabilities of $205 trillion.
Didier Sornette: Black Swans vs. Dragon Kings
Jim welcomes Professor Didier Sornette, an expert on complex systems. Sornette is the Chair of Entrepreneurial Risk at the Swiss Federal Institute of Technology in Zurich. Professor Sornette is also the author of Why Stock Markets Crash: Critical Events in Complex Financial Systems.
Dr. Jim Walker: China Heading for a Hard Landing
Japan Pursuing an Inflation Policy to Inflate Away Debt
Jim welcomes back Dr. Jim Walker, Founder and Managing Director of Asianomics Limited in Hong Kong. Dr. Jim sees China heading for a recession, as all the mal-investment of recent years needs to be liquidated.
Michelle Caruso-Cabrera: There Was Never a Risk of Default - It Was Just Fear Mongering
The Shale Revolution Making the US an Industrial Powerhouse
Jim welcomes back Michelle Caruso-Cabrera, Chief International Correspondent at CNBC. Michelle and Jim discuss the recent government debt ceiling/default debate. She asserts that there was zero risk of default and the politicians and media were just fear mongering.
Dr. Lacy Hunt: Federal Reserve Policies Are Proving to Be a Failure
Fed Policy Works Best When Interest Rates Are Normal
Jim welcomes Lacy H. Hunt PhD, an internationally known economist and Executive Vice President of Hoisington Investment Management Company. A native of Texas, Dr. Hunt has also served as Senior Economist for the Federal Reserve Bank of Dallas...
Jim Puplava’s Big Picture: When China Is Under the Weather, Buy U.S. Consumers
Also, “It’s As Good As It Gets - Until Something Spoils It” and “The Market’s Bill of Health”
In the first topic on the Big Picture this week, Jim looks at a number of factors causing the current trend of disinflation, including the slowdown in China. He discusses investment implications, specifically looking at US consumer equities...
David Sussman: Obamacare Creates More Uncertainty for Small Business
Disruption of Business Finance Hurting Small Businesses in Particular
Jim welcomes David Sussman, Founder & CEO of Valcor Arbitration Services, Ltd. David and Jim discuss an array of important issues facing small businesses. David notes most small businesses in the US are dealing with uncertainty over tax increases, health care changes and increasing small business regulations...
Jim Puplava’s Big Picture: The Great Rotation
Also, “The Next 100 Days - The Debt Ceiling Crisis in Context” and “The Market’s Bill of Health”
In Jim’s first Big Picture topic this week, “The Great Rotation”, he looks a number of long-term trends that are starting to rotate. Some of the rotations Jim discusses are the opportunities shifting from developing markets to developed markets, from peak oil to oil extension, and from bonds to stocks...
Evelyn Browning Garriss: Get Ready for Unusual Extremes This Season – Snow & Drought
Atlantic warming trend, Pacific neutral
Jim welcomes back Evelyn Browning-Garriss, editor of the Browning Newsletter. Evelyn cautions further extreme temperatures in 2013, including an unusual cold mass in the north this season, extreme weather patterns in the Atlantic and a frozen Arctic.
The Amazon Effect: The 800-Pound Gorilla in the Room That Has Even Walmart and Target Scared
Online retail is changing the industry landscape for Americans looking to cut expenses: not all will survive
Jim welcomes Howard Davidowitz, Chairman of Davidowitz & Associates, Inc. In an impoverished economy, in which consumers cannot control wages, the only thing they can control is expenses, notes Davidowitz. The impact?
Higher Oil and Gas Prices Are Here to Stay
Peak Oil is a function of production cost: at $25 you get no oil; at $60 more oil; $100 is what we have today
Jim welcomes energy chemical engineer Robert Rapier, Chief Technology Officer and Executive Vice President at Merica International. Robert isn’t buying the promise of U.S. energy independence, and expects shale to play a role for only another 2-3 years...
Jim Puplava’s Big Picture: Five Factors that Will Shape the Next Decade
Also on the Big Picture: Will the Market Melt Up or Melt Down?
In the first Big Picture topic this week Jim looks at “Five Factors that Will Shape the Next Decade”. The five factors, which Jim will discuss in depth, are: the Energy Renaissance, the Manufacturing Renaissance, Central Corridor Growth in the US, Medicine & Education...
Documentary - “Money For Nothing: Inside The Federal Reserve”
Everything You Ever Wanted to Know About the Federal Reserve, But Were Afraid to Ask
Jim is pleased to welcome filmmaker Jim Bruce, Producer/Director of “Money for Nothing: Inside the Federal Reserve”. One hundred years after its creation, the power of the Federal Reserve has never been greater....
Brian Pretti: When Interest Rates Rise - Houston, We Have a Problem!
Motivation Behind Syria - The Oil Pipeline
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim cover a number of key economic topics, including the recent decision by the Federal Reserve not to taper...
Jim Puplava’s Big Picture: A Conversation With Jim Rickards
The Outcome of Currency Wars Will Be Inflation
Jim is pleased to welcome back Jim Rickards, Senior Managing Director at Tangent Capital Partners LLC, a merchant bank based in New York City. Mr. Rickards discusses how financial warfare is much different than regular warfare...
JKC de Courcy: Syria a Very Complex Issue - Many of the Rebels Are Jihadists
US Loses Prestige as a Superpower
Jim is pleased to welcome back JKC de Courcy, Chief Executive at Intelligence Research Ltd, London. Mr. de Courcy discusses recent events in Syria and notes that it is an extremely complex issue, with perhaps half the rebels supporting jihadist positions...
Jim Puplava’s Big Picture: Climbing the Wall of Worry
Also, “The Coming Changes in Dividend Investment Strategies”
In the first topic in this segment, “Climbing the Wall of Worry”, Jim looks at all the current issues that has the market concerned; a possible missile strike on Syria, Federal Reserve tapering this fall, and the Debt Ceiling debate ahead in Congress. There are other issues of concern as well, but that is always the case. Jim outlines many of the same issues from 2011, and notes that the market has continued to climb despite those issues. Jim also goes over a list of issues that are positive for the markets as well. In the next topic, Jim and John discuss the coming changes in dividend investment strategies. Jim believes one should now focus more on dividend growth rather than yield growth.
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