Gary Shilling has fingered ‘deflation’ has a global malady. The problem is that he doesn’t know what deflation is. Shilling runs the New Jersey-based economic consulting firm the bears his name , A. Gary Shilling & Company, and he is the author of The Age. A. Gary Shilling is president of A. Gary Shilling & Co., a New Jersey Investment Strategies for a Decade of Slow Growth and Deflation.” Some.

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So, for European investors, they basically can invest in Treasuries and pick up a yield spread and if the dollar rallies, as I think it will, they get a double whammy because they get more yen or more euros when they convert that back into their own currency.

Foreigners, when times are tough, go to Treasuries He is also the creator of The Deflation Game, a board game that illustrates and reinforces his long-term forecast that deflation is a greater threat than a return to high inflation.

Earlier, as a high school senior, he ranked 12th in the nation in the Westinghouse Science Talent Search.

Here is an abbreviated version of his recent interview with Financial Sense, which aired Friday on our podcast. I mean if you go back a couple of months they in effect said they were going to raise rates four times this year and now it looks like they may raise once or maybe not at all His fourth book, Deflation: Shilling does not yet manage any mutual funds, but CNBC anchor Shillign Griffeth was so impressed with his investment approach that he profiled him along with 19 well-known mutual fund managers in his book, The Mutual Fund Masters Probus Publishing, You look now and Germany is negative; Japan, they’re negative.


I certainly do and there are several factors. They’ve been talking about a stronger economy InMcGraw-Hill published Deflation: Now that’s just putting a ruler on trend.

Yes, definitely, and the reason is because OPEC is a cartel. Before establishing his own firm inDr.

A. Gary Shilling & Co., Inc.

Well, the Saudis-the leader of the OPEC cartel-decided that they were not going to go along with that and that they were going to basically encourage OPEC to not increase production-not to cut-and to play a game of chicken. A frequent contributor to the financial press, he is a regular columnist for Forbes magazine and his articles appear in other leading financial publications. Shilling has published numerous articles on the business outlook and techniques of economic analysis and forecasting, and he serves as Deflatioh Editor of Business Economics, the journal of the National Association of Business Economics.

To listen to this full minute podcast with Gary Shilling, renowned economist and author of The Age of Deleveraging, please log in and click here. Inhe stood almost alone in forecasting that the world was entering a massive inventory-building spree to be followed by the first major worldwide recession since the s.

Shilling: World Facing High Probability Of Panic Deflation | Seeking Alpha

Where do you think rates are headed-higher or, given how things are playing out currently, lower to try and ease financial conditions? Do you still believe that and what will be the driver? And the third interesting factor is Treasury yields, as low as they are, are much higher than those of almost every other developed country.


In the spring ofhe was among the sshilling who correctly saw that a recession would start late in the year. How much longer do you expect the age of deleveraging to continue? The second factor is that we have virtually no inflation and a high probability of shililng deflation by my assessment.

They thought they could outlast others and when you’re delfation a price war, the cost of meeting budgets isn’t the number that counts How to survive and thrive in the coming wave of deflation, which was translated for readers in China. His first book, Is Inflation Ending?

Gary Shilling ::

He appears frequently on radio and television business shows. He also was an informal economic advisor to former President George H.

Yeah, I’ve been on record-I said in our Insight newsletter early in the year that I thought the next move of the Fed would be to cut rates not to increase them. Twice, a poll of financial institutions conducted by Institutional Investor magazine ranked Dr. He is also an avid beekeeper. One is that Treasuries have a tremendous safe-haven appeal. Recognized as an effective and dynamic speaker, he often addresses national and international meetings of various business groups, including the Young Presidents Organization.

Investment strategies for a decade of slow growth and deflation. Shilling is well known for his forecasting record.