The Best Way to Play the Next Move in Nat Gas
US Produces Only 10% of the Uranium it Consumes Every Year
Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to restart its idle reactors. The high cost of electricity from other sources is damaging the Japanese economy, and...
The Chinese Have Put a Floor Under Gold at $1250 Oz.
Evelyn Browning Garriss: High Probability of an El Niño Event – Good News for Farmers and Californians
Volatile Spring Weather Conditions Ahead
Strong Fundamentals Favor Higher Natural Gas Prices
Jim welcomes back Robert Rapier, Chief Technology Officer at Merica International and also Managing Editor & Director of Analysis at Energy Trends Insider. Robert makes a strong fundamental case for higher natural gas prices on a long-term basis. He discusses the changing role natural gas will play in electricity generation, as well as...
Why the Big Data Industry Is Growing So Rapidly
No Hope for the SEC and FINRA – They Are Outgunned and Conflicted
Jim is pleased to welcome back Joseph Saluzzi, Co-Founder of Themis Trading LLC. Joe has vast experience in electronic trading and is a noted critic of High Frequency Trading (HFT). He notes that HFT raises the entry and exit costs for the individual day-trader, but agrees with author Michael Lewis that the long-term investor is not disadvantaged.
Physical Gold Is Moving From the U.S. and Europe to Asia
Jim welcomes back Frank Holmes, CEO and chief investment officer of U.S. Global Investors, Inc. Frank has just returned from speaking at the Mines & Money Conference in Hong Kong and discusses his outlook with Jim. As to the price of gold, Frank sees economic growth and the direction of real interest rates as the key drivers.
Washington Will Be in the Health Care Reform Business for the Next Decade
Jim welcomes back Kim Wallace, Executive Managing Director and Partner at Renaissance Macro Research. Kim is responsible for Washington policy research. Kim and Jim discuss the lessening influence of Washington policy on the markets, as the economy grows more capable of standing on its own.
Interest Rates Should Be Higher by Year-End
Jim welcomes John Kosar CMT, Director of Research at Asbury Research LLC. John spent the first half of his career on the trading floor of the Chicago futures exchanges and has more than 30 years of experience and insight in analyzing and forecasting global financial markets.
Crosscurrents Impacting the Markets
Jim is pleased to welcome back James A. Bianco, President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate. Jim sees crosscurrents affecting the economy and the markets currently. He believes the weather had an effect on the economy in the first quarter, and activity should rebound in Q2.
The Era of Cheap Chinese Imports Is Over
The State Within a State Is Hiding in Plain Sight
Jim welcomes Mike Lofgren, a retired staff member of the U.S. Senate Budget Committee who served 28 years as a staff member in the U.S. Congress. Mike’s primary focus was on national security budgets. Since retirement, Lofgren has written about politics, budgets, and national security issues.
China’s Real Estate Bubble Is 10 Times Worse Than the US Real Estate Bubble
US Weakness Pushing Japan, Israel and India to Become More Assertive
By Late Spring We Will See a Truer Picture of the Economy
We Are in the Early Stages of Rising Interest Rates
All Computer Systems Are Vulnerable to Attack – Including the Security for Bitcoin
Jim welcomes back Alex Daley, Senior Editor of Casey’s Extraordinary Technology. The topic today is Bitcoin. While Alex cheers for the Bitcoin movement, he points out that Bitcoin needs serious work if it is to survive long term. He notes that it lacks community governance, certification, accountability, regulatory tension, and insurance.
Why Gold Fell Despite the Continuation of QE From the Federal Reserve
Tensions Rising in Asia – China Could Become Aggressive
Jim welcomes back Don Coxe, Chairman of Coxe Advisors LLP. Don has more than 39 years of institutional investment experience in Canada and the US. Don and Jim discuss how weather and political events in Brazil, California and Ukraine have combined to affect agriculture and food prices.