Third Quarter Forecast 2012 Though this may not be a quarter of dramatic changes, three evolving issues will require particularly close scrutiny: the European crisis, the Syrian conflict and China’s political struggle. From Brussels to Damascus to Beijing, hard realities are setting in, threatening to dismantle decadeslong political constructs. Though…

…go to www.accreditedinvestor.ws and subscribe to my free letter about these funds. Oh, one last prediction: mutual funds and stock analysts will tell you now is the time to buy. The market is a lock to go up. Cheerleaders of the World, Unite. My Biggest Forecasting Mistake As a final…

…only grand design we subscribe to is that of free markets, limited government, and sound money. We think the authors of that timeless missive—the Declaration of Independence—got most things right on what a government ought to do and ought not to do: Protect individual rights of life, liberty, and the…

The Chances of a Double Dip By Gary Shilling Investor attitudes have reversed abruptly in recent months. As late as last March, most translated the year-long robust rise in stocks, foreign currencies, commodities and the weakness in Treasury bonds that had commenced a year earlier into robust economic growth -…

Absolute Zero (excerpted from the September 2011 edition of A. Gary Shilling's INSIGHT) In its written release after its August 9 Federal Open Market Committee policy meeting, the Fed included a statement that was highly unusual because of its specificity. “The Committee currently anticipates that economic conditions—including low rates of…

Semi-Annual U.S. Economic Outlook: Collapsing On Schedule Excerpted from the December 2008 edition of A. Gary Shilling’s INSIGHT The recession is now running on all four cylinders. We’re referring to the four phases of the downturn that we identified much earlier and discussed in numerous Insights. Phase 1, the collapse…

…any of us would subscribe. [By snow-white capitalism, I mean the perfectly competitive free market backed up by the rule of law.] Hurwicz proved this from First Principles, and he also demonstrated how virtually any other resource allocation system (including communism and central planning) will not be compatible with these…

…that will let you subscribe to Real Vision TV for $295/year instead of the regular $400. Consider it a nice dinner on us and a chance to tap into mind-blowing conversations with some of the brightest minds in finance… whenever you’re in the mood. I want to say congratulations to…

2011 Investment Strategies: 9 Buys, 9 Sells (Excerpted from the January 2011 edition of A. Gary Shilling’s INSIGHT) As in the past, our investment strategies for 2011 are driven by our forecasts for the economies and financial markets here and abroad. In our view, the overarching reality that will dominate…

STRATFOR’s 2011 Second Quarter Forecast In our 2011 annual forecast, we highlighted three predominant issues for the year: complications with Iran surrounding the U.S. withdrawal from Iraq, the struggle of the Chinese leadership to maintain stability amid economic troubles, and a shift in Russian behavior to appear more conciliatory, or…