There are always voices all over the map...but when Gary Shilling speaks...I bookmark his post and spend some time on it. Here is what he is thinking these days:
"For the first time in 12 years, economist and money money manager Gary Shilling is recommending that investors short U.S. stocks. More specifically, he’s suggesting a small short position in the S&P 500 while investors continue to hold modest long positions in defensive stocks like consumer staples and utilities, long positions in Treasuries and heavy positions in cash as well as short sales in commodities such as copper.
The last time Shilling recommended shorting the S&P 500 was 2007, just before the Great Recession.For the first time in 12 years, economist and money money manager Gary Shilling is recommending that investors short U.S. stocks. More specifically, he’s suggesting a small short position in the S&P 500 while investors continue to hold modest long positions in defensive stocks like consumer staples and utilities, long positions in Treasuries and heavy positions in cash as well as short sales in commodities such as copper.
The last time Shilling recommended shorting the S&P 500 was 2007, just before the Great Recession. read more here:
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