Gary Shilling, A. Gary Shilling & Company with a look at the excess inventory in housing and whether the U.S. is at risk of recession.
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Despite all this doom and gloom talk on euro greece blah blah blah has anyone noticed the S&P has bounced from 1100 to 1270 this month. That is a pretty nice gain.
Just happen to be reading his new book “the Age of Deleveraging”: Chapter 6 – Slow Growth Ahead, Chapter 8 – Chronic Worldwide Deflation, Chapter 11 – Twelve Investments to Sell or Avoid, Chapter 12 – Ten Investments to Buy.
Thanks for the video clip. JW, Vancouver