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.
Also, “Paid to Adapt, Not Forecast”
Sep 27 – Jim’s first Big Picture topic is about the Leading Economic Indicators (LEIs) and why they are signaling a soft patch ahead. They indicate weakness in housing, mortgage applications and durable goods. Jim discusses the reasons behind the soft patch and why it will likely be temporary.
Also, “The End Game (Part 2) – It’s Easier to be Wrong than Right”
Sep 20 – Jim’s first Big Picture topic this week is about the Federal Reserve bring the tapering program to an end in October. Fed Chair Janet Yellen has stated that a “considerable time” until rate hikes begin is not a calendar event. However, there are more hawkish forces in the Fed, such as...
Also, “The Assault on Monopolies – Disruption & Transformation”
Sep 13 – Jim’s first Big Picture topic this week deals with 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 comparisons to the bull market of the 1990’s.
Also, “Dollar Bull Market Ahead?”
Jim’s first topic this week on the Big Picture is “Ready or Not, Stocks Heading Higher”. While many investors have been waiting all year, or longer, for a significant correction, Jim currently believes the market will be heading higher. He lists a number of favorable factors right now, including...
Interviews With Joel Kurtzman and Jeffrey Saut
In a special Big Picture two-part series, “Advantage America – Transformational Changes Ahead”, Jim revisits interviews with prominent guests that have a surprisingly optimistic outlook for America in the decades ahead, particularly in comparison to other industrialized nations.
Interviews with Dr. Gary Shilling, David Rosenberg and Tom O’Halloran
In a special Big Picture two-part series, Advantage America, Jim revisits interviews with prominent guests that have a surprisingly optimistic outlook for America in the decades ahead, particularly in comparison to other industrialized nations. A number of these interviews are with former...
Peak Oil Update: Delayed but Not Forgotten!
In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?
John Loeffler Interviews Jim Puplava on a Broad Range of Economic Topics
In a special late summer edition of “On The Record”, John interviews Jim on a range of economic topics, starting with his views on the Crisis Window of 2014-2016, Peak Oil, and precious metals. Jim also gives his views on the theme of “Advantage America” and the growing manufacturing and energy renaissance in the U.S., as well as the rapid advances in...
Also “A Guaranteed Stock Market Correction” and “The Hunt For Red Hot Yields”
Jim’s first Big Picture topic this week is a reference to the Warren Buffett quotation. He uses this sage market advice to critique the “fear” industry, which is always trying to scare investors, no matter the economic fundamentals or reality. The second topic is “A Guaranteed Stock Market Correction”, which refers to...
Also, “Is the US Facing an Economic Cold War with Russia and China?”
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.