Gary Shilling

5 Things that Keeps Gary Shilling Up at Night

by Mark on March 22, 2011 12:50 pm · Comments/Link

Stocks are up, the VIX is down and Dear Leader is in charge of America. What is hell could there be to worry about?

Gary Shilling, author of The Age of Deleveraging, has a few things troubling him. Things like coming trade and current account deficits in Japan, a hard landing in China, a continuing housing crisis that will see another 20% fall in prices, an oil shock and the European sovereign debt crisis. He never gets to the latter in the video, but we know it’s #5.

Source: Yahoo Tech Ticker

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Gary Shilling and Peter Schiff Debate on Inflation vs Deflation…again

by Mark on December 7, 2010 13:45 pm · 1 comment

Inflation is coming! Deflation is coming! If you’re confused as to which is correct, this video will not help you come to any conclusions. Both Peter Schiff of Euro Pacific Capital and Gary Shilling of A. Gary Shilling & Co. have been dead on in many past predictions. Personally, I’m reading Gary’s new book, The Age of Deleveraging, right now and he makes a compelling case for a decade of deflation. Then again, I’ve followed Peter’s work and he knows what he’s talking about too.

Only one can be right, so how do you protect yourself?

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Shilling: Deflation and Slow Growth is Coming

by Mark on November 16, 2010 21:57 pm · Comments/Link

There hasn’t been a time in history when economists and investors have been so torn between whether we’ll see inflation or deflation in the near future. The most dangerous, and what keeps the Fed up at night, is the prospect of deflation.

Dr. Gary Shilling, who has in the past been right more than most others, argues convincingly that it’s deflation and slow growth that is coming, and which will be with us for some time. Shilling has just released a book on this subject, called The Age of Deleveraging. The book also includes advice on what you should and should not invest in during this time,

In this 2-part video, Shilling gives a fascinating interview on deflation and how to profit from it.

Part 1

Part 2

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Gary Shilling: Number of Underwater Homeowners to Nearly Double in Next Few Years

by Mark on October 24, 2010 16:22 pm · Comments/Link

While most talking heads repeat the “real estate has bottomed” mantra, there are some who aren’t following the crowd and who are bold enough to say that we ain’t seen nothing yet. One of the most well-known is Gary Shilling, who you’ll hear in this clip from his appearance on CNBC last week.

First, Diana Olick presents the Clear Capital announcement that home prices have dropped 6% in only two months, and also warned that Foreclosuregate will most definitely cause prices to continue to fall. This is followed by Shilling telling CNBC host Simon Hobbs that he sees home prices tumbling another 20% over the next few years. Not only that, as a result of this, the number of underwater homeowners will rise from 23% to 40%.


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