Monday, February 27, 2017

Gary Shilling February Interview Part 1

I think we're already in a trade war. Of course, in any war, it's the other side that's always the bad guys...but I think any reasonable person looking at it objectively would say that China's been running very much a mercantilist policy.

Click the video above or press here to play

Monday, February 20, 2017

Trump wants to increase government spending

Infrastructure and Military spending are I think going to be beneficiaries of this huge push of fiscal action to get the economy revived.....

Stocks are very expensive. They are based on earnings that are result of cost cutting and not solid revenue growth. The one area I like very much is the US Dollar, because that is a safe haven. Most countries, not Canada, they are trying to devalue against the US Dollar. They want to make their currencies cheaper. So I think the Dollar is going to be very attractive. 

Watch the video above for full commentary