Special Guest: Attorney Roberta Robinson on Tax Planning Strategies
Dec 22 – In a special reprise holiday edition of The Lifetime Income Series, Jim and John address an issue facing many retirees and those contemplating retirement; how to generate adequate income when short-term interest rates are essentially zero, and likely to stay that way for at least the next few years.
A Good Year With Bumps, Twists and Turns
Dec 20 – In this special edition of the Big Picture, Jim and John look back at 2014, a “Year of Surprises”. Jim had predicted a good year with some bumps, but there were also an amazing amount of economic and geopolitical twists and turns in 2014. Jim details many of the surprises during the year, including the continuing drop in...
Also, Ryan Puplava, Erik Townsend and Tom Smith
Dec 20 – Jim welcomes back technician Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph notes that we needed the recent correction, but sees no signs of a massive topping formation. He believes the economy is the driving factor behind new highs in the broader indexes this fall.
We Are Not Close to Cracking the Code to Human Intelligence
Dec 19 – Cris Sheridan welcomes Alex Daley, Senior Editor of Casey’s Extraordinary Technology newsletter. Cris and Alex discuss the topic of Artificial Intelligence (AI), and the growing field of Biometrics. Alex does not see the emergence of AI as a near-term threat, and even sees recent breakthroughs as...
Will the Use of Passwords Disappear?
Risk Premiums Will Reappear Next Year Without QE From the Fed
Dec 17 – Jim welcomes back Axel Merk, Founder and Chief Investment Officer of Merk Investments LLC. Axel notes that foreigners have bid up U.S. markets and the dollar this year. He believes turbulence will return to the markets next year with the end of QE by the Fed, and sees potential weakness in both the U.S. markets and the dollar.
A Look at the Main Bullish and Bearish Arguments for Stocks Right Now
Dec 16 – Cris Sheridan welcomes Cam Hui CFA, Portfolio Manager at Qwest Investment Fund Management. Cam discusses the main bullish and bearish arguments being made for stocks right now. On the positive side, Cam and Cris discuss seasonality, U.S. economic growth, an earnings boost from lower oil prices, and still accommodative central banks.
Special Guest: Mark Farrin of Innovative Pension Strategy & Design
Dec 15 – As we near the end of 2014, Jim and John discuss strategies to reduce your taxes now. Some of these moves take tax planning, while others are easy to accomplish. Jim reviews Congressional action on tax extenders and other tax policies.
Also, “It’s Complicated – Triggering the Next Global Financial Crisis”
Dec 13 – Last week in the Big Picture Jim delved into the causes of oil’s big decline. This week, Jim will follow up on this theme, discussing a number of important questions; is this trend in oil permanent? If not, how long will it last? What will be the impact on the economy, good or bad?
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Dec 13 – Jim welcomes back Louise Yamada CMT, Managing Director at Louise Yamada Advisors. Louise notes that the small cap stocks tend to lead the market, and they could be telling us a corrective phase is ahead. However, Louise sees no evidence of an emerging bear market at the moment, despite the collapse in energy prices.
The Fed “Put” Is Now Out of the Money
Dec 12 – Jim welcomes Peter Boockvar, Managing Director and Chief Market Analyst at The Lindsey Group LLC. Peter and Jim focus their discussion on market valuations. Peter sees nearly all asset prices as overvalued, with the bond market the most extreme case. Peter believes that we are in the final act of the central bankers ability to maintain high levels of asset prices.
Are Central Bankers to Blame?
Dec 11 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim discuss the 40+% decline in the crude oil markets over the last five months, and why it took most analysts and investors by surprise.
No Direct Link Between the Fed’s Reserves and the Wider Economy
Central Banks Can Produce Deflation Easier Than Inflation
Dec 9 – Cris Sheridan welcomes Matthew Kerkhoff, Director of Research at Dow Theory Letters. Matthew believes that very few people have taken the time to understand how QE actually works. Most people believe the Fed is printing money and this would directly result in higher inflation, or even hyperinflation.
Special Guest: Adam Sherry on Year-End Charitable Gifting
Dec 8 – This week Jim and John cover the topic of early retirement, and offer strategies to make it work for the long term. Early retirement can be a voluntary decision, or in the case of a job lay-off, non-voluntary. Jim discusses critical age thresholds for IRA’s and Social Security benefits.
Also, “Megatrends for 2015”
Dec 6 – In Jim’s first Big Picture topic, he explores what has changed since July, when the price of WTI crude was $107 a barrel and is now selling in the $66 range. Has the world changed that much in five months? Jim looks at global economic growth rates, as well as the global supply of oil. He also discusses the critical topic of a shifting power structure in energy.
Also, Ryan Puplava, Erik Townsend and Rob Bernard
Dec 6 – Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard notes that the current market has a number of risk-on and risk-off equities all doing well. He mentions that the October downturn came close to hitting a technical sell signal, but it never happened and the market recovered.
Is the U.S. Energy Industry at Risk?
Dec 5 – Jim welcomes back Brian Pretti CFA, Managing Editor of ContraryInvestor.com. Brian and Jim cover a range of macroeconomic topics including the recent weakness in the price of oil. They discuss the benefits to the consumer of cheaper gasoline versus the threat to the domestic energy industry, and it’s great run of creating well-paying jobs over the last five years.
Swiss Gold Initiative Was an Unfair Fight
Dec 4 – Jim is pleased to welcome Keith Barron PhD, an exploration geologist who co-founded Aurelian Resources in Ecuador in 2001 and ultimately discovered the colossal Fruta del Norte gold deposit in 2006. Keith and Jim cover the gold industry, how it has changed, and why so many mining companies have struggled to survive.
Are Corporate Profit Margins Unsustainable?
Dec 3 – Cris Sheridan welcomes Baijnath Ramraika CFA. Corporate profit margins are at all-time highs and have remained at such levels for far longer than normal. Many say this is unsustainable and have predicted a sudden crash to occur over the past couple years, only to be proven wrong.