Also, “What the LEI’s Tell Us About the Rest of the Year” and “Respecting the Message of the Markets”
Jim’s first Big Picture topic covers the state of the U.S. real estate market. He finds that real estate reports have been mixed, and as usual it boils down to location, location, location. Jim also notes that the real estate market is interest rate driven, and it cooled off considerably as mortgage rates rose in the second half of 2013.
Also, “Margin of Safety – How the Economy Reacts to Black Swans” and “Fast & Furious – Melt Up / Melt Down”
Jim’s first Big Picture topic this week is “Be Prepared – Rate hikes are coming”. Jim looks at Fed Chair Janet Yellen’s recent statements that hint that rates hikes could come sooner than expected. Jim asks why would the Fed consider rate hikes when the economy is not very robust.
Jim Puplava’s Big Picture: Creative Destruction – How Technology Is Changing the Economy and Our Lives
Also, “Mid-Year Update – Forecast 2014 – A look at the Second Half”
Jim’s first Big Picture topic this week is “Creative Destruction - How technology is changing the economy and our lives”. Jim explains the economic theory of creative destruction, and how the process revolutionizes the economic structure from within, destroying old companies and ideas, and creating new ones.
Also, The Relentless Bid (Part 2) – Central Banks and the Land of the Giants
In Jim’s first topic on the Big Picture he explains how the world operates much differently today, with interest rates at half century lows and global economic growth at anemic levels. Jim goes into detail into how the “New Normal” operates, and how it is related to both inflation and the price and politics of oil.
Also, “OPEC’s New Competition” and “Missing the Boat”
Jim’s first topic on the Big Picture this week is “Peak Oil – Delayed but Not Resolved”. Jim lays out the issue of Peak Oil in depth, and quotes studies that believe it could still arrive by the end of this decade. Jim also looks at the Shale Revolution in the US and discusses how long the shale story may delay the onset of Peak Oil.
Also, “Jim and John in a Bull vs. Bear Debate” and “The Return of the Fed’s Old Nemesis – Oil”
Jim’s first Big Picture topic this week is about the Federal Reserve, and how rising oil prices may threaten the Fed’s ability to control rate hikes and it’s taper policies. Jim discusses how high oil prices threaten economic growth. The next topic is a light-hearted Bull vs Bear “Debate” between Jim and John.
Also, “Geopolitical Risks and the Petro Business Cycle” and “After So Many Predictions, Will We See a Better Second Half?”
In Jim’s first Big Picture topic this week, he looks at the consequences of the Federal Reserve’s zero interest rate policies, and what he expects ahead for the markets and the economy. Jim also references his interview this week with noted Fed-watcher James Grant, and discusses his opinions on the Fed as well.
Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council
Also, “Mario Fires Another Bazooka Round” and “New EPA Rules - The Beheading of King Coal”
In Jim’s first Big Picture topic Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative. The initiative will mandate no more sales of Swiss gold by the government, have all Swiss gold stored in Switzerland, and back the Swiss currency with 20% gold.
Also, “Global Energy Alliances and the International Monetary System”
Also, “The New Neutral - Change Is Coming” and “Two Opposing Views of Retirement - Rules Have Changed”
Jim’s first Big Picture topic is “The American Renaissance: don’t bet against it”. He describes it as another coming megatrend, similar to the Reagan Revolution following the gloomy 1970’s. He discusses the technological changes of the last decade, and how they are now unfolding at an accelerating pace.
Also, “Planning Essential to Avoiding Market Pitfalls” and “By Failing to Plan, You Are Planning to Fail”
Jim’s first Big Picture topic deals with the major changes heading our way over the next decade. A number of Jim’s guests on FS Insider have discussed these trends in recent months. Some of the areas that will be directly affected by these Megatrends include education, retail, manufacturing, energy, finance and technology.
Also, “The Relentless Bid” and “Why Are Interest Rates Falling When the Economy Is Improving?”
The first Big Picture topic looks at the wild ride over the last 10 years for investors, with two bear markets in stocks and one in real estate. Jim discusses how global QE has been a catalyst to financial assets since 2009 and that is why he has recommended dividend-paying blue chip stocks throughout that period.
Also, “The Inversion Paradigm: How Taxes Are Killing Jobs and Hurting the Economy” and “The Fed Funds Cycle – Financial Repression and Financial Engineering”
In this week’s first Big Picture topic, Jim takes an in-depth look at residential real estate. Jim notes that the best thing about the real estate market is that it has stopped going down, and is now a contributor to GDP, instead of a drag on it. Jim contrasts this cycle to past real estate cycles, and points out that since the trough in 2012, one third of the decline has been reversed.
Jim interviews John O’Donnell and Sam Seiden from the Online Trading Academy
In this segment of the Big Picture, Jim interviews John O’Donnell and Sam Seiden from the Online Trading Academy. They discuss their methodology and how to better avoid making mistakes when investing to protect your capital. They discuss how they use supply and demand zones to know when to execute a trade. They also discuss High Frequency Trading, and how not to be hurt by it.
Jim Rickards on The Death of Money: The Coming Collapse of the International Monetary System (Part II)
The IMF as a Central Bank, and Three Scenarios for Gold
This week Jim concludes the second part of his in-depth interview with Jim Rickards on his NY Times bestselling book, The Death of Money. They cover many important aspects of the book, including debt and deficits, the IMF as a Central Bank, and three scenarios for gold, among others.
Jim Puplava’s Big Picture: The Looming Death of Money – What to do Now
Jim welcomes special guest Jim Rickards, acclaimed author of Currency Wars, to discuss his NY Times bestseller, The Death of Money: The Coming Collapse of the International Monetary System. In part one of a two-part interview, they discuss a number of aspects of the book, including that the international monetary system has collapsed three times in the past hundred years, in 1914, 1939, and 1971.
Also, “Goodwill Hunting - Playing the Earnings Game” and “Shareholder Value – How to Get Rich Slowly”
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.
Also, “Show Me the Money” and “The Market’s Bill of Health”
The first Big Picture topic this week is “Where the Credit Runs Through It”. Jim discusses how the LEI’s are turning up after a very cold winter, and how lower inflation is acting as an economic stimulus as the economy improves. He notes that the recovery is reaching a stage where credit is starting to move again, and he analyzes the ways in which credit growth will affect the economy going forward.
Also, “A Correction, A Countertrend Move, Reset and Rotation” and “The Dividend Imperative”
Jim’s first Big Picture topic this week focuses on the on-again, off-again nature of the economic recovery, what has caused it, and what Jim sees ahead for this year. He notes the gridlock in Washington as a positive for the economy, as well as lower commodity prices, and greater business investment, among other factors.
Also, “The Time to Start Worrying Is When Things Get Better, not Worse” and “The Market’s Bill of Health”
The first topic this week on the Big Picture is Janet Yellen’s first FOMC meeting as Chair of the Federal Reserve. Jim examines the changes put forth by Yellen and what they protend for the market and the economy. From her comments, The Fed clearly expects a stronger economy in 2015.