Each issue of our monthly INSIGHT newsletter includes an extensive overview of the economy...exhaustive investigations of key economic indicators and how they affect your investment portfolio...detailed examinations of emerging business and financial trends that could spell opportunity or danger to you and your investments...our investment themes...a wrap-up of recent economic data...and Gary Shilling’s back-page Commentary on matters great and small.
In recent INSIGHTs, we've looked at...
...the ramifications of central bank interest rate policies.
...where the U.S. economy is heading.
...why the U.S. will win any trade wars.
...what country Gary thinks will beat out China as an emerging giant.
...why the labor supply is still plentiful.
...why now-weak productivity growth will revive in coming years.
...the threat of deflation in the U.S. and Europe--and its implications.
...why the Fed will be cautious in winding down Quantitative Easing.
...whether the populism that spawned the election of Trump and the Brexit vote is now dead.