September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.
August 17, 2022
Shilling: Bear Market 'Puke Point' Is Quite a Way Off"Hopes that the bear market in stocks has largely anticipated a recession are no doubt premature," the economist said.
August 08, 2022
Google Trends Is Now an Arbiter of Economic DownturnsTalk of recession not only tells you what's happening on the ground but also raises a recession's probability by scaring businesses and consumers.
June 29, 2022
Bond Market Rebound Is Bad News for the EconomyThe shift to quantitative tightening and the end of massive fiscal stimulus is a major shock to the economy.
June 10, 2022
Will There Be a Recession This Year? Grantham, Shilling, Others Weigh InHere's what Jeremy Siegel, Liz Ann Sonders, Robert Shiller and others think the near future could hold.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
April 13, 2022
5 Themes Spawning Winners, Losers in the New Global EconomyStocks may suffer 30% to 40% declines from their early 2022 peak.
April 12, 2022
6 Critical Themes for the New Global EconomyCovid-19, supply chain issues and war in Ukraine are spawning winners and losers in financial markets and beyond.
April 04, 2022
Gary Shilling: U.S. Economy Is Doomed Without Consumer SpendingThe U.S. economic outlook is in the hands of households, and their purchasing power is falling.
March 07, 2022
U.S. Debt Is Massive, Expanding and Under ControlFears of a a "debt bomb" are not backed up by the numbers.