Financial Sense Newshour for Storm Watch
Evelyn Garriss: North American Weather Being Shaped by El Niño, Volcanic Eruptions and the Hot Atlantic
May 28 – What does a “peek-a-boo” El Niño pattern, an “atmospheric river” in Texas and a volcanic eruption in Iceland have in common? They are all affecting the weather, and thus agricultural production, in North America.
Don Coxe: Bond Bull Coming to an End – Bonds Now a Center of Risk
May 22 - Jim welcomes back Donald Coxe, Chairman of Coxe Advisors. Don called the dawn of the bull market in bonds in 1981. Now 34 years later, Don sees the bull market ending as it enters a final mania phase, which will be...
Jim Puplava’s Big Picture: Reflation – Ready or Not
May 16 – Jim’s first topic on the Big Picture this week is “Relation – Ready or Not”. Jim discusses the weak economic growth so far in the first half of 2015. He also explains why he thinks the deflationary trend is coming to an end, and why we may be moving toward a reflationary global environment in the second half of the year.
James Bianco: Bond Market Sell-Off Not a Fundamental Event – Profound Implications for Equity Markets
May 14 – Cris Sheridan welcomes James Bianco, President of Bianco Research, LLC. Jim believes the recent bond market sell-off is being driven by positioning and a lack of liquidity, not by fundamental forces.
Data and Goliath: The Hidden Battles to Capture Your Data and Control Your World
May 8 – Cris Sheridan welcomes Bruce Schneier, Chief Technology Officer at Resilient Systems and author of Data and Goliath: The Hidden Battles to Collect Your Data and Control Your World. Bruce writes “we are living in the golden age of surveillance” where...
Geopolitical Update With Stratfor’s Reva Bhalla: Greece Faces Real Crisis in July
May 6 – Cris Sheridan welcomes Reva Bhalla, VP of Global Analysis at Stratfor, to discuss some of the main geopolitical issues facing investors in the coming months with Greece, China, negotiations between the US and Iran, as well as...
Conference Board’s Ken Goldstein: Perfect Storm Needed to Derail US Economy
May 1 – Cris Sheridan welcomes Ken Goldstein, an economist at The Conference Board. The Conference Board’s Leading Economic Index for the US is followed by many market strategists around the globe given its value in...
Jim O'Sullivan: Low Risk of US Recession for the Next 12 Months
Apr 29 – Cris Sheridan welcomes Jim O’Sullivan, Chief U.S. Economist at High Frequency Economics. The US economy has run into a wall in the first quarter in recent years, and it happened again this year. Will the US economy...
Robin Griffiths: Potential Second Half Breakout, But US Markets Moving Into Bubble Territory
Apr 25 – Jim welcomes Robin Griffiths, Chief Technical Strategist at ECU Group in London. Robin’s work tells him that the US market is expensive, but not yet ready to move into a bear market. He notes the potential for a second half breakout, but as this is the third...
Jim Puplava’s Big Picture: Financial Repression – Part II
Apr 25 – Jim’s first Big Picture topic this week is “Financial Repression – Part II”. The world is awash in an ocean of liquidity. And even though the Fed may, or may not, tighten this year, the rest of the developed world is printing money at a frantic pace...
James Kostohryz on the Top Ten Market Risks Facing Investors This Year
Apr 23 – In this highly in-depth interview with Cris Sheridan, global investment strategist James Kostohryz outlines the top ten market risks facing investors, starting from whether the world’s largest economy is facing...
NACM’s Chief Economist: Plunge in Business Loans Shows US at Inflection Point
Apr 21 – If you visit Zerohedge or other popular financial news sites, you’ve probably seen headlines warning of a U.S. recession based on a massive plunge in credit applications extended to businesses. Today, we go straight to the source and speak with...
Jim Puplava’s Big Picture: Financial Repression – The Greatest Wealth Transfer in History
In Jim’s first Big Picture topic, “Financial Repression – the greatest wealth transfer in history,” Jim discusses the current deliberate policy pursued by governments and central banks. Jim gives an historical background on financial repression, first seen...
Chris Martenson on What Happened to Peak Oil
Apr 16 – Cris Sheridan welcomes Chris Martenson PhD, co-founder of PeakProsperity.com. Chris gives his views on peak oil, and frames the discussion in terms of the relationship of oil reserves and price.
Jim Puplava’s Big Picture: On the Record
Apr 11 – This week on the Big Picture, John interviews Jim in a format they call On the Record. Some of the topics Jim addresses include why he is still bullish on the stock market, the potential for a recession in the US, and his views on energy and peak oil...
Gordon Long on the Four Pillars of Financial Repression
Apr 8 – Cris Sheridan welcomes Gordon Long, Founder and Principal of LCM Groupe. Gordon explains what financial repression is, the four pillars for implementing it, and why this is one of the most important issues facing savers and investors across...
Michael Shedlock: Canada in Recession, U.S. to Follow
Apr 7 – Cris Sheridan welcomes Michael “Mish” Shedlock of Global Economic Trend Analysis, one of the most popular economic blogs in the country. Mike explains why Canada, the US’s largest trading partner, is now in recession and how the US is likely to follow as well...
Jim Puplava’s Big Picture: Cross Currents – Integration & Disconnect
Apr 4 – Jim’s first Big Picture topic this week is “Cross Currents – Integration & Disconnect”, which deals with the global cross currents stemming from diverging monetary policies. The Federal Reserve is closer to raising rates and the rest of the world’s...
Technician Tom McClellan: Small Cap Growth Stocks Outperforming – A Bullish Sign
Apr 4 – Jim welcomes back Tom McClellan, highly-regarded market technician and Editor of McClellan Financial Publications. With the large cap stocks stuck in neutral, Tom notes the outperformance by the small cap growth stocks, which he sees as a bullish factor...
Satyajit Das: Blowback from Strengthening Dollar "Grossly" Underestimated
Apr 3 – Das believes we are entering a period similar to the “beggar thy neighbor” policy of the 1930s, except with currencies as the weapon instead of tariffs. Jim and Das discuss the growth of debt bubbles around the world and the consequences when they unwind...
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