




Our monthly newsletter, INSIGHT, 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 your investment portfolio 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
...our 10 investment themes for 2009.
...our forecast of a period of 1% to 2% deflation resulting from new tech productivity-
...what to expect as the economy recovers from the Great Recession.
...what stock sectors perform best in a bear market.
...why dividends will be increasingly important to investors.
...why individuals will end their two decade-
Please call us at (973) 467-