Monday, July 8, 2013

Gary Shilling 5 Investment themes

Gary Shilling 5 Investment themes

1. Treasury bonds.

2. Investment-grade bonds and divined-rich stocks.

3. Consumer staples and food stocks.

4. Selected healthcare provider equities and direct ownership of medical office buildings.

5. The dollar, especially against the yen, euro, and the Australian dollar. Also long Japanese stocks.