Two of the best market analysts in one show this morning (both of whom head their own independent firms). No surprise they have been much better at seeing what’s happening in the world economy and markets than the mongrel hord of bank-paid-analysts that dominate business media.
Gary Shilling, president at A. Gary Shilling & Co., and Komal Sri-Kumar, president at Sri-Kumar Global Strategies, discuss slowing growth in China as the nation undergoes an economic transition. Here is a direct video link.
You can read a copy of Gary’s Special report “Chinese Sunset” this month via John Mauldin here. Worthwhile, great charts and more condensed than Gary’s usual monthly subscription-only reports.
Komal Sri-Kumar, president at Sri-Kumar Global Strategies, and Gary Shilling, president at A. Gary Shilling & Co., examine the damage done to the U.S. economy by the Federal Reserve’s interest rate increase and expectations for policy moves by the European Central Bank and Bank of England. Here is a direct video link.