Gary Shilling

[behappyalways]

Why Countries Wage Currency Wars
http://www.bloombergview.com/articles/2 ... rency-wars

[behappyalways]

China's Official GDP growth in the third quarter was 7.3 percent, the slowest pace in more than five years. The true growth rate, however, is probably more like 4 percent.

In a sign that the leadership thinks the deceleration has gone too far, China's central bank last week surprisingly cut benchmark interest rates to rev up the growth engine again.

Commodity Exporters Like Cheaper Currencies
http://www.bloombergview.com/articles/2 ... currencies

Why Countries Wage Currency Wars
http://www.bloombergview.com/articles/2 ... rency-wars

[behappyalways]

U.S. (Mostly) Wins With Strong Dollar
http://www.bloombergview.com/articles/2 ... ong-dollar

China's Official GDP growth in the third quarter was 7.3 percent, the slowest pace in more than five years. The true growth rate, however, is probably more like 4 percent.

In a sign that the leadership thinks the deceleration has gone too far, China's central bank last week surprisingly cut benchmark interest rates to rev up the growth engine again.

Commodity Exporters Like Cheaper Currencies
http://www.bloombergview.com/articles/2 ... currencies

Why Countries Wage Currency Wars
http://www.bloombergview.com/articles/2 ... rency-wars

[behappyalways]

Markets get a shock and Fed does nothing: Gary Shilling
http://finance.yahoo.com/news/2015--mar ... =yahooHere

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What matters are marginal costs -- the expense of retrieving oil once the holes have been drilled and pipelines laid. That number is more like $10 to $20 a barrel in the Persian Gulf, and about the same for U.S. shale-oil producers. The estimated $50 to $69 a barrel break-even point for most new U.S. shale-oil production is less relevant.




Ready for $20 Oil?
http://www.bloombergview.com/articles/2 ... for-20-oil

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Who Gets Hurt When Oil Falls
http://www.bloombergview.com/articles/2 ... -oil-falls

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Nothing Is Going to Save the Housing Market
http://www.bloombergview.com/articles/2 ... k-interest

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GARY SHILLING: Here Are 13 Big Investing Stories I Expect To Unfold This Year
http://www.businessinsider.com/gary-shi ... 15-1?IR=T&

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Look Out Below, Copper's Falling
http://www.bloombergview.com/articles/2 ... -economics

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Where Have All the Consumers Gone?
http://www.bloombergview.com/articles/2 ... ll-savings