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

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

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

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

[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

Treasurys, as low as yields are, are higher than they are in most other developed countries.

- Gary Shilling

TPP is dead anyway, and similar deals in the eurozone are going nowhere.

- 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.

- Gary Shilling

Investors aren't willing to accept the idea that we're in an era of lower returns.

- Gary Shilling