Economist and INSIGHT newsletter editor A. Gary Shilling is expecting slow growth and deflation in the coming years, along with a secular bear market. But he says there will still be ways for investors to make money. In a piece published on MoneyShow.com, Shilling lists a number of areas he thinks will produce winners over [...]
Read moreShilling: Don’t Believe the Rally
Economist, money manager, and Forbes columnist Gary Shilling says talk of a “V” shaped economic recovery is overdone, and that we’re in a bear market rally — not a new bull market. Shilling tells Steve Forbes that he thinks stocks are in a bit of a bubble following the recent runup. “There was a realization [...]
Read moreShilling: Still Bearish
Gary Shilling, the economist, money manager, and Forbes columnist, isn’t changing his bearish view, despite the market’s big recent rally. “I think it is a bear market rally,” Shilling told Yahoo! TechTicker this morning. He says he expects S&P 500 earnings of about $40 for 2009. Put what he calls a “generous” multiple of 15 [...]
Read moreThe Bond Fallacy
The bond bandwagon has gotten pretty crowded these days, with big names like Rob Arnott and Gary Shilling both writing that bonds — not stocks — appear to be the best long-term investment vehicle. In his Return on Investment column for The Wall Street Journal, however, Brett Arends counters the arguments that the bond proponents [...]
Read moreShilling: Watch Out For S&P 600
Gary Shilling, president of A. Gary Shilling & Co. and Forbes magazine columnist, speaks to Yahoo! Tech Ticker about his outlook for stocks. He says that investors need to approach things “very cautiously” and that earnings on the S&P could come in at $40 per share next year. Assuming you have a multiple of 15 [...]
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February 11, 2010


