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April 23, 2021 | Shilling: Bond and Greenback Bears Mistaken

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

The US dollar and Treasury bonds outperform risky assets during “D” periods–disinflation and outright deflation.  While inflation trades have won year-to-date, a return to “D” conditions remains probable in the second half.  As usual, very few will be positioned proactively for it.

Gary Shilling, president of A. Gary Shilling & Co., offers his top investment themes – two long and two short strategies. Here is a direct video link.

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April 23rd, 2021

Posted In: Juggling Dynamite

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