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 current "risk on" investment environment and why Gary Shilling believes it is unsustainable.
...some of the potential shocks to China's economy and how they could reverberate worldwide.
...other shocks that could switch investors from a "risk on" to a "risk off" strategy.
...why Gary Shilling thinks that sky-high equities are vulnerable.
...where the U.S. economy is heading in the coming quarters.
...the rally in Treasury bonds and why it's likely to continue. Bloomberg's Tom Keene recently called Gary's recommendation to buy Treasurys "the single-best call of the past 20 years."
...the threat of deflation in Europe--and its implications.