Gary Shilling, president of A. Gary Shilling & Co., talks about the prospects for global deflation and the Chinese economy. Here is a direct link.
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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
This is really pretty incredible.
US household holdings of equities and mutual funds reached a record 278% of disposable personal income in the second quarter of 2026, up from just 29% in 1982, amplifying the stock market’s influence on consumer spending and economic activity.
In a REAL Deflation bonds (including T-Bonds) WILL get hit (=rising interest rates). That’s The Ultimate Deflation.
Gary Shilling is one of the Good Guys.
See my comments in this thread:
http://jugglingdynamite.com/2012/09/20/more-on-china-and-risk-in-commodities/
GOLD keeps knocking at 1,776 but unable to smash thru the golden ceiling.
Individual gold stocks and gold ETF’s are really shaping up, with many nearing ‘golden’ crosses, pardon the pun.
Is gold in an invisible bull market?