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Monthly Archives: August 2015
Shilling: oil deflation likely to run much longer
Gary Shilling, president of A. Gary Shilling & Co., talks about the outlook for the oil market and Federal Reserve policy. Here is a direct video link. And btw…interesting to note, past similarly sharp declines in the price of oil … Continue reading
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Hi yield bond prices decoupled from stocks
High yield corporate bond prices have traditionally traded in a lagged correlation with the equity market. Since June of 2014, US high yield bonds have sold off an average of about 10% to date, while the S&P 500 continued to … Continue reading
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Global recession spreading
Raoul Pal, Global Macro Investor, discusses what investors should be concerned with in regard to the latest global markets. Here is a direct video link.
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