Daily Archives: April 12, 2012

The Bear vs Bull arguments on US stocks

Jim Bianco, president of Bianco Research LLC, and Michael Gayed, chief investment strategist at Pension Partners LLC, talk about the outlook for the U.S. stock market with Gary Shilling of A. Gary Shilling & Co. Here is the direct link.

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Shilling on the next US recession

Gary Shilling is one of the few independent and useful economists with a 40+ year record of prescient calls on the economic cycle. I always look forward to reading his detailed “Gary Shilling’s Insight” each month end. This month he … Continue reading

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The short story on China

Jim Chanos, Kynikos Associates founder & CEO, offers insight on China’s economy. “I think they’re still trying desperately to cool the property sector,” he says. Here is the direct link.

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