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Yahoo Tech Ticker just interviewed Gary Schilling, one of our “high priests” of deflation. Schilling has been right there along with Bob Prechter in calling for deflation many years before it became fashionable. And like Prechter, he’s getting to be quite the popular dude now that his predictions are coming to fruition. In this first […]
Like Robert Prechter, Richard Russell is also very bearish on stocks in the near term. But unlike Prechter, who thinks you should be in 100% cash and short term cash equivalents, Russell thinks this will get you in trouble. (For a recap of Prechter’s latest predictions, click here). Richard Russell’s latest outlook, Courtesy of KingWorldNews.com: The […]
Bond legend Bill Gross shared his latest outlook with CNN Money – and I was glad to see him weigh in on deflation in particular: What about the possibility of deflation occurring? We’re in a struggle between inflation and deflation right now. We may never get to a negative consumer price index, but the danger […]
But – Dr. Doom does not dismiss Prechter’s call altogether (Details on Prechter’s latest predictions here). CNBC reports on Faber’s outlook in his August 2010 Doom, Boom, Gloom Report newsletter: Marc Faber says before dismissing Prechter as a lunatic you should look at his record. In 1978 when he predicted the Dow would reach 2,300 […]
Jim Rogers was on CNBC earlier this week, sharing his thoughts and outlook on Q2 Earnings, the Euro, the future of BP, and more. Some of my quick notes are here, with the 7-minute video below: He says don’t worry about Q2 earnings – that’s history. Looking ahead, he’s skeptical that the good earnings news […]
It’s been a little bit since we checked in on what Dennis Gartman has to say about the economy and markets – so let’s get his outlook. Here’s a 5 minute CNBC clip of Gartman weighing in on the taxation policies in Europe and the US. He subscribes to Art Laffer’s supply side tax theory […]
(Doug Casey Interviewed by Louis James, Editor, International Speculator) July 21, 2010 L: Doug, one of the most common replies we hear from the bulls who think the global economy is on the mend – or soon will be – is that China has huge cash reserves and a huge middle class with savings who will […]
Nice op-ed piece by Silicon Valley guru Andy Kessler in the Wall Street Journal recently: From early May through last week, the market dropped 1500 points into the pit, on the backs of gushing BP oil, riots in Europe, a 30% drop in pending home sales and the news that maybe your next door neighbor […]
Last week we reported that acclaimed fund manager John Hussman wrote that he believed the S&P overvalued by 40%. In his latest newsletter, Hussman revisits the fundamental valuation of US equities – with a couple of interesting ratios and charts as well. Hussman writes: I can’t emphasize enough that when you hear an analyst say […]
In Jeremy Grantham’s latest quarterly newsletter (which is always a must-read, IMHO), he says he’s throwing his hat in the deflation camp for the near future, at least: Well, I, for one, am more or less willing to throw in the towel on behalf of Inflation. For the near future at least, his adversary in […]
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