Full-service clients receive our monthly newsletter, INSIGHT, which is also available by subscription. Each issue of INSIGHT contains:

· an overview of the economy and the underlying forces driving the financial markets;

· commentary on the key economic indicators and how they are likely to affect investment portfolios and business decisions today and in the longer run;

· emerging business and financial trends around the world that could spell opportunity or danger to you and your business operations;

· investment themes being implemented or under current consideration in portfolios that we manage; and

· Dr. Shilling’s sometimes whimsical, always insightful Commentary.

In recent issues of INSIGHT, we’ve addressed a wide variety of topics, including housing, the debt crisis in the eurozone, prospects for the U.S. And global economy in 2012 and our 2012 investment themes.  Our 2011 investment themes, detailed in our Jan. 2011 Insight, were very successful, as evidence below (+ =  successful in 2011; — = unsuccessful in 2011):

Attractive

1. Treasury Bonds  +

2. Selected Income-Producing Securities  +

3. Small Luxuries  +

4. The Dollar, Especially Against the Euro  +

5. Eurodollar Futures  +

6. Selected Healthcare Providers and Medical Office Buildings  +

7. Rental Apartments  +

8. Productivity Enhancers  +

9. North American Energy Producers  —

Unattractive

10. Homebuilders and Related Companies  +

11. If You Plan to Sell Your Home, Second Home or

     Investment Houses Any Time Soon, Do So Yesterday  +

12. Selected Big-Ticket Consumer Discretionary Equities  +

13. Consumer Lenders  —

14. Medium and Small Banks  +

15. Junk Securities  —

16. Developing Country Bonds  —

17. Developing Country Stocks  +

18. Selected Commodities  +

19. Many Old Tech Capital Equipment Producers  +

Please call us at (973) 467-0070 or toll-free at (888) 346-7444 if you are interested in subscribing.