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…

2010 Investment Strategies: Six Areas To Buy, 11 Areas To Sell By Gary Shilling (excerpted from the January 2010 edition of A. Gary Shilling’s INSIGHT) Our investment strategies for 2010 follow from our forecast of continued economic weakness and deflation, as discussed earlier in this report and in previous Insights,…

Long-Term Outlook: Slow Growth And Deflation (excerpted from the March 2009 edition of A. Gary Shilling’s INSIGHT) From 1982 until 2000, the U.S. economy enjoyed rapid growth with real GDP rising at a 3.6% average annual rate. Furthermore, this 18-year expansion, which cumulated to an 89% rise in inflation-adjusted economic…

listeningin Trapped Greatest Moral Hazard, Says Paul McCulley, Is Austerity Here And Now Is Paul McCulleyfeeling liberated by his retirement from Pimco? A mere glance at the accompanying likeness, drawn from a snapshot I took of him at “Kamp Kotok” (Cumberland Advisors’ annual Maine economic conference and fishing party) in…

…free, and you can subscribe at www.MauldinEconomics.com. And feel free to send this letter on to your friends and associates – I hope it will spark a few interesting conversations. The End of Growth? There is a school of thought that sees the first and second industrial revolutions as having…