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 has written a four-part summary of his current analysis in an article series for Bloomberg. Here is the latest piece.
Yesterday he also appeared on Bloomberg taking about the outlook for the U.S. economy and his investment strategy. Here is the direct link.