Gary Shilling

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Helicopter Money' Is Coming to the U.S.
http://www.bloomberg.com/view/articles/ ... to-the-u-s

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The Coming Storm for Global Financial Markets

If the dividend yields dropped to match the Treasury yield, the price/earnings ratio of the S&P would be closer to 63 than its current level of about 20.

Following this logic, stocks are arguably undervalued by more than 60 percent.

Once a new President is in place, infrastructure spending might be a feasible middle ground for both political parties.

The U.S. certainly needs major refurbishing and expansion of roads, bridges, public transportation and other infrastructure.

In this environment, investors should hold universally-large cash positions until there's a clearer picture of what comes next.

Source: Bloomberg

https://www.bloomberg.com/view/articles ... al-markets

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Shilling Sounds the Alarm: Investors, Load Up on Cash
http://www.thinkadvisor.com/2016/11/04/ ... -up-on-cas

http://www.thinkadvisor.com/2016/11/04/ ... 1478345983

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GARY SHILLING: A President Trump may be negative for stocks, but great for these 2 assets
http://finance.yahoo.com/news/gary-shil ... 00818.html

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Emerging Market Winners and Losers After Trump
https://www.bloomberg.com/view/articles ... fter-trump

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Gary Shilling: Fed Will Fall Short of Rate Targets
https://uk.finance.yahoo.com/video/gary ... 20111.html

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Long-Awaited 'Asian Century' Might Never Come

Source: Bloomberg

https://www.bloomberg.com/view/articles ... never-come

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Yen May Move to 150 Per Dollar, Shilling Says

Source: Yahoo Finance

https://sg.finance.yahoo.com/video/econ ... 34914.html

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Gary Shilling: Falling Oil Prices Could End the Stock Market Rally
http://www.thinkadvisor.com/2017/07/10/ ... nd-the-sto

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Gary Shilling, Famed Bubble Detector, Urges Caution on Stocks
http://www.thinkadvisor.com/2018/01/22/ ... 1516964839