Shilling Sees ‘Big Nose Dive’ in Consumer Spending June

Gary Shilling, president of A. Gary Shilling & Co., talks about the outlook for the U.S. economy, dollar and Federal Reserve monetary policy.


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00:00 Outlook: "big nose dive in consumer spending"
01:10 Discrepancy between unemployment, payrolls
02:26 Prospects for Fed policy, bond market
05:26 "Very optimistic" on U.S. dollar
07:26 China’s economy, growth outlook


Shilling Sees ‘Big Nose Dive’ in Consumer Spending June
Bloomberg, June 11 2008

Category: Consumer Spending, Economy, Video

Will the Fed Hike Anytime Soon?

Category: Federal Reserve, Inflation

Roach: The New Stagflation

Category: Economy, Inflation

Word of the Day: Freeconomics

Category: Economy

Updating Lehman Sell Call

Category: Corporate Management, Credit, Earnings, Short Selling, Valuation

Squawk on the Street Appearance (6/12/08)

Here’s today’s earlier CNBC appearance on Market Pulse Check:

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I like David Katz of Matrix Asset Advisors value approach, but we (obviously) have some sector disagreements — that’s what makes a market!


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Airtime: Thurs. Jun. 12 2008 | :43:0 08 ET

A look at where this market is headed, with David Katz, Matrix Asset Advisors and Barry Ritholtz, Fusion IQ

Category: Media, Video

Media Appearance: CNBC’s Squawk on the Street (6/12/08)

Category: Media

Unemployment Reporting: A Modest Proposal (U3 + U6)

Earlier this week, I received an email from the Real Estate editor of an (unnamed) publication. They wrote: “Just wanted to point out something I read in a Wall St. Journal article that made me think of you immediately. (Home Gauge Climbs Amid Bargains) “April pending home sales—meaning signed sales contracts—rose 6.3% from March to…Read More

Category: Data Analysis, Employment, Taxes and Policy

Future of Financials

As investment banks look to raise new capital and calm the turbulent waves they’ve been riding, the recovery is far from soon, says Meredith Whitney, executive direct of equity research at Oppenheimer & Co.

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via CNBC

Category: Credit, Derivatives, Video

Fast Eddie Lampert Bets on Housing, Mortgages

Category: Consumer Spending, Real Estate, Trading