Investors aren't willing to accept the idea that we're in an era of lower returns.
Let's say [Donald] Trump wins. Is Congress going to let him build a wall on the Mexican border? I don't think so. - Gary Shilling
Let's say [Donald] Trump wins. Is Congress going to let him build a wall on the Mexican border? I don't think so.
- Gary Shilling
Bloomberg TVThe one thing I think is likely to happen under either candidate is massive fiscal stimulus. You have so many voters in Western Europe an… - Gary Shilling
Bloomberg TVThe one thing I think is likely to happen under either candidate is massive fiscal stimulus. You have so many voters in Western Europe an…
OPEC production went from 30 million barrels a day to 33 million. They flooded the market, and it's lost them a lot of money. Look at the Saudis: the… - Gary Shilling
OPEC production went from 30 million barrels a day to 33 million. They flooded the market, and it's lost them a lot of money. Look at the Saudis: the…
We've seen that in the past that where you've had uncertainty, and even where the Fed is raising rates, Treasurys rise as everybody heads for safety. - Gary Shilling
We've seen that in the past that where you've had uncertainty, and even where the Fed is raising rates, Treasurys rise as everybody heads for safety.
Investors aren't willing to accept the idea that we're in an era of lower returns. - Gary Shilling
If someone loves you, they can fall out of love with you but they're probably going to keep fearing you. That's where we are with [Donald] Trump. - Gary Shilling
If someone loves you, they can fall out of love with you but they're probably going to keep fearing you. That's where we are with [Donald] Trump.
Treasurys, as low as yields are, are higher than they are in most other developed countries. - Gary Shilling
Treasurys, as low as yields are, are higher than they are in most other developed countries.
TPP is dead anyway, and similar deals in the eurozone are going nowhere. - Gary Shilling
TPP is dead anyway, and similar deals in the eurozone are going nowhere.
[Donald Trump] is so unpredictable that foreigners are going to look around and say "boy, we've got to head for the safe havens." And one of the safe… - Gary Shilling
[Donald Trump] is so unpredictable that foreigners are going to look around and say "boy, we've got to head for the safe havens." And one of the safe…
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