WebMar 30, 2024 · It is “grade-school math,” according to Shilling: If you lose 50% of the value of your assets, you must make 100% to get even. “Take a lot of money off the table,” he said. Stocks are very expensive. The 10-year CAPE ratio is 37.4 versus its average of 17.1. WebJun 29, 2024 · The yield jumped from 2.18% on March 16, when the Fed first raised its reference rate from a range of zero to 0.25% to a range of 0.25% to 0.5% (it’s now in a range of 1.5% to 1.75%). The 1.30 ...

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WebJan 22, 2024 · Gary Shilling There is no shortage of market participants who are looking for a resurgence of inflation. They point to all the money piled up that U.S. consumers can spend as soon as the... WebDec 2, 2024 · A portfolio invested 60% in the S&P 500 index and 40% in 10-year Treasury notes has lost 15% this year, “on track for its worst year since 1937 as the Fed aggressively raises interest rates,”... how to get to steam overlay

Gary Shilling - Wikipedia

WebFeb 2, 2024 · Gary Shilling's Insight Investing Newsletter Feb 2, 2024,10:26am EST With hope springing eternal, many equity investors continue to believe that a recession, or at least another leg down in the... WebA. Gary Shilling & Co., Inc. Our two guiding principles: - Human nature changes very slowly over time, if at all. Therefore, history is relevant because human beings will react to similar circumstances in similar ways. The trick, however, is to find the relevant piece of history on which to draw parallels. WebGary Shilling is president of A. Gary Shilling & Co., a consultancy. He is author, most recently, of “The Age of Deleveraging: Investment Strategies for a Decade of Slow … johns hopkins philosophy department