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Canadian Value
Canadian Value
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Gary Shilling Presents at the 2013 SIC Conference

June 21, 2013 | About:
Shilling has been right for a very long time that being long Treasury bonds is the best strategy.

At some point that strategy has to be wrong doesn't it?

Shilling thinks that household deleveraging is going to last for at least another five years and that it is only the Fed's quantitative easing that allows U.S. GDP growth to stay at a sluggish 2%.

He believes that there is a disconnect between inflated asset prices and the real economy. He doesn't think that disconnect will last forever and investors need to prepare for when the "risk-on trade" ends.

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Canadian Value

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