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Felix Zulauf's 2025 Forecast: Volatility, Bursting Bubbles, and Safe ...
Jan 3, 2025 · Veteran market strategist Felix Zulauf, founder and CEO of Zulauf Consulting, has spent over five decades navigating the complexities of financial markets.Renowned for his prescient market calls, including the December 2021 peak and the October 2022 bottom on Financial Sense in more recent years, Zulauf continues to …
Financial Sense Newshour (All)
Jan 31, 2025 – Curious how AI, rising rates, and political shifts are reshaping markets? Join Jim Welsh at Macro Tides and Financial Sense Newshour's Jim Puplava as they dive into the hit to big tech stocks this week, the ripple effects of China’s AI...
Global Liquidity vs. Debt Maturity Wall: What Investors Need to …
Nov 19, 2024 – Howell posits that the current bullish wave of liquidity is poised to peak around late 2025, a projection he has maintained consistently over the past few years. However, Howell warns of an impending "debt maturity wall"...
Financial Sense | Financial news for high net worth investors and ...
The opinions of Financial Sense® contributors do not necessarily reflect those of Financial Sense, staff, or parent company, Financial Sense® Wealth Management.Advisory services offered through Financial Sense® Advisors, a registered investment adviser.
Oil and Gas in 2025: Political Ambitions vs Geological Realities
Jan 9, 2025 · As President Trump is set to take office over the next four years with promises of expanded oil drilling and lower energy prices, Adam Rozencwajg, managing partner at Goehring and Rozencwajg, says that political initiatives to boost oil drilling will be limited by geological issues with 2024 likely to prove as the year of peak oil production.
Smart Macro: Why We Raised Cash This Week | Financial Sense
December 20, 2024 – In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava, CIO of Financial Sense Wealth Management, discusses recent market developments and why it's caused us to make adjustments to our investment strategy.Chris explains how the Fed’s "hawkish cut" this week along with breakouts in the U.S. dollar and 10-year Treasury yield have raised risks to the ...
Michael Pettis's Blog - Financial Sense
Michael Pettis is a Senior Associate at the Carnegie Endowment for International Peace and a finance professor at Peking University’s Guanghua School of Management, where he specializes in Chinese financial markets.
Forecast 2025: Consensus, Surprises, and Outrageous Predictions
January 10, 2025 – What are the big forecasts being made for the US stock market and economy in 2025? In today's Big Picture segment of the Financial Sense Newshour, Jim Puplava and Cris Sheridan look at what market strategists and economists (the "consensus") expect for this year: sustained growth without a recession, with inflation cooling and interest rates falling.
Michael Howell: Liquidity Wave Set to Hit Debt Maturity Wall
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Revolt in the Bond Market: Jim Bianco on Why the Fed’s Rate Cuts …
December 20, 2024 – The stock market sold off this week after the Fed cut rates by another 25 basis points. Why? Financial Sense Newshour speaks with Jim Bianco at Bianco Research about the important events happening in the bond market, particularly with long-term bond yields, which have risen due to inflation concerns. Bianco and Financial Sense's Jim Puplava discuss how the Federal Reserve ...