Also, “Tax and Spend, Until the End”
Jim’s Forecast for 2015
What the Financial Experts Are Saying About the Year Ahead in the U.S., Europe, Japan and China
Four Transformational Forces Will Provide the Foundation for a much Stronger Economy in the Future
Jan 3 – In a special reprise holiday edition of the Big Picture, Jim welcomes author Joel Kurtzman, Senior Fellow at the Milken Institute and author of the new book “Unleashing the Second American Century: Four Forces for Economic Dominance”...
John interviews Jim on multiple topics
Jan 3 – In part-two of a special year-end On The Record interview, John interviews Jim on an array of economic topics as well as his own philosophy on investing. In this segment, John asks Jim what makes him different as an investment advisor, and why...
John interviews Jim on multiple topics
Deleveraging Still Has Years to Run
Dec 27 – In a special reprise holiday edition of the Big Picture, Jim welcomes A. Gary Shilling PhD, President of A. Gary Shilling & Co., an economic consulting firm. Gary and Jim cover the major economic trends, as well as current Federal...
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...
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, “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.
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”
Nov 29 – In a reprise edition of the Big Picture from last summer, Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative (the vote takes place November 30th). The initiative will mandate no more sales of Swiss gold by the government...
Also, “The Assault on Monopolies – Disruption & Transformation”
Nov 29 – In a special reprise edition of the Big Picture, Jim looks at where we are in the market cycle, close to the top, or heading higher? Jim lays out the case that macro forces favor higher stock prices for an extended period. He looks at where we may be in this bull market, and makes historical...
Also, “The Next Asset Bubble: Risk-On Trade Has More Time to Run”
Nov 22 – The first topic on the Big Picture this week is about the ongoing global battle between inflation and deflation. Despite trillions of dollars created by central banks, there are continuing reports of falling inflation around the globe.
Nov 15 – In this week’s Big Picture Jim gives an overview of the seven megatrends that will reshape the next decade. He also looks at the situation in Washington after the midterm elections and whether investors should expect the same level of political drama in years past.
Is This the Beginning of a Return to Lower Oil Prices?
Nov 8 – This week on the Big Picture Jim and Erik Townsend join forces to cover a topic of crucial importance to the global economy, the “war” over oil and it’s price going forward. Many market observers thought there was an effective $100 floor under Brent crude.
Also, “Surviving Financial Repression – Why Dividends Still Matter” and “The Fed’s Path to Normalization”
Nov 1 – In Jim’s first Big Picture topic, Jim discusses why we haven’t seen a market crash, and why the conditions aren’t there at present for a mania or a crash, outside of a rogue wave situation. He notes that conditions don’t favor a speculative boom and despite the Fed’s money printing...
Jim Puplava’s Big Picture: Shareholder Yield – Why Stock Buybacks and Dividend Increases Make Sense in a Low Interest Rate World
Also, “We’ve Been Here Before – Why Stock Prices Are Set to Go Higher”
Oct 25 – In Jim’s first Big Picture topic this week, he delves into shareholder yield, and shows why stock buybacks and dividend increases from stock ownership make so much sense in an era of financial repression and zero percent interest rates.
Also, “Oil Fundamentals – Risk or Opportunity?” and “A Look at Valuations: The Year 2000 and Today”
Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.
Also, “Fed Funds Rate Cycle, Phase 1 - Why Markets Are Correcting” and “A Sneak Peak at Q3 Earnings”
Oct 11 – This week Jim discusses the timeframe for the next financial storm on the horizon. A confluence of factors and events point to the period after the presidential elections of 2016, including rising interest rates, growing government debt, geopolitical turmoil and war, and the rising cost of Obamacare on consumers.
Also, “Hong Kong - Significance for the Financial Markets” and “Time to Panic?”
Oct 4 – The first topic this week is “Trouble in the Oil Patch”. Jim looks at the weakness in oil prices over the last few months. He discusses seasonal factors, and the recent strength in the dollar. He sees the weakness lasting another month or so, but the weather forecast for a very cold winter will likely change that trend as the demand for energy ramps up.