Portfolio Construction
Gary Shilling: 13 Predictions for a Post-Coronavirus World
By Bernice NapachThe pandemic will cause long-term economic fallout and lasting behavior changes, the economist and advisor says.
October 07, 2019
Gary Shilling: Time to Start Shorting the S&P 500Shilling suggests a small short position in the S&P 500, long positions in U.S. Treasuries and heavy cash holdings.
July 08, 2019
Gary Shilling: The Recession May Have Already BegunIn that case, bond yields are heading sharply lower, says Shilling, who has a strong track record of correct forecasts.