Still Home Sick (Excerpted from the May 2011 edition of A. Gary Shilling's INSIGHT) All may be well. That’s what many housing optimists proclaimed a year ago when prices appeared to have stabilized, indeed, started to recover from their collapse (Chart 1). As Insight readers are well aware, we emphatically…

…coming crisis. You can subscribe by clicking here. London, Paris, and Dallas We have finally set the dates and rough itinerary for Europe. Shane and I will fly to London and play tourist and see friends. She is fascinated with all things Anne Boleyn, so we are going to see…

…thoughts on the economy, subscribe to Over My Shoulder. *** Ok, John back now. I get a private email from a professor at a well-known university in England (I don’t have permission to share his name). It documents COVID research from everywhere, running 20–30 pages every day. It often has…

…rather than waiting to subscribe, you might want to try it out. There is a 90-day guarantee for a full and courteous refund, so that you can enjoy a risk-free trial. You can learn more right here. You may also want to follow Patrick’s always-entertaining Twitter feed @PatrickW. I am…

Investor Sentiment Briefly touching Investor Sentiment, the overall Index number just keeps moving higher! As I looked at our short-term numbers this morning prior to market open, I made a bet with my Chief of Research that we see a correction, and sure enough, we seem to be doing so.…

…a free trial. Then subscribe if it fits your needs – or come back later when you smell smoke. A Brief Commercial The Strategic Investment Conference is again sold out, although there are a few spots that always turn up at the last minute . If you can make it,…

…you can and should subscribe here). It turns out the excess valuation is entirely a function of one particular sector. You can probably guess which one but read this: “This chart does three things that are worth noting. One, it shows the S&P 500 is 26% above its own historical…

…go to www.200wave.com and subscribe for free for themselves. And now, as our New Year begins, it seems right to me to close out the old year with the standard benediction we all know: May the Lord Bless you and keep you, And let His countenance to shine on you,…

The New Normal — Some Expensive Consequences Excerpted from The Browning Newsletter, August 2013, Vol. 38, No. 8 SUMMARY From the Western wildfires to the Great Lakes, from insurance to transportation, real estate values, and fuel, the “New Normal” is having a major negative impact on certain sectors of the…

…(I highly recommend you subscribe), we’ve been talking about political risk and its implications for a few months. I have been studying politics and social mood for a while, and while it’s a bit of a longer story, polarization has reached extreme levels, the fringe is larger than ever, and…