http://www.morssglobalfinance.com/gary-shilling%e2%80%99s-2010-recommendations-is-he-right/ Economics, Global Finance, Investment Strategies and Development. Thu, 09 Sep 2010 00:05:45 +0000 hourly 1 http://wordpress.org/?v=3.0.1 http://www.morssglobalfinance.com/gary-shilling%e2%80%99s-2010-recommendations-is-he-right/comment-page-1/#comment-3882 FlyBy Thu, 04 Feb 2010 04:07:50 +0000 http://www.morssglobalfinance.com/?p=359#comment-3882 Hello Dr. Morss, I came to your website via your SeekingAlpha comment URL. I enjoyed reading your comparative economic thoughts here related to Dr. Gary Shilling. I have followed Dr. Shilling's thinking and economic conversations on Kudlow and Co. for years until he quit showing up amidst the withering "Goldilocks Economy" unceasingly espoused by Lawrence Kudlow. We can now see who was more correct in his analysis of economic outcomes. Sorry Kudlow. Yet I find now that I agree much more with your economic thinking than I do with Dr. Shilling's, as depicted in your Jan. 26, 2010 analysis. I also believe the general economic theme for America will be dictated by the huge ineffectual deficit spending and resultant borrowing under Obama. Some relief to the necessarily resulting dollar weakness may only intermittently occur. Temporary dollar strength may come from war with Iran or currency weakness in places like Greece, Portugal, etc.; but only temporarily providing dollar strength. I was interested in seeing your views on precious metals, but came to the end of your article before seeing it. I guess as goes the dollar, (generally inversely) so goes gold. Hello Dr. Morss,
I came to your website via your SeekingAlpha comment URL.
I enjoyed reading your comparative economic thoughts here related to Dr. Gary Shilling. I have followed Dr. Shilling’s thinking and economic conversations on Kudlow and Co. for years until he quit showing up amidst the withering “Goldilocks Economy” unceasingly espoused by Lawrence Kudlow. We can now see who was more correct in his analysis of economic outcomes. Sorry Kudlow.
Yet I find now that I agree much more with your economic thinking than I do with Dr. Shilling’s, as depicted in your Jan. 26, 2010 analysis. I also believe the general economic theme for America will be dictated by the huge ineffectual deficit spending and resultant borrowing under Obama. Some relief to the necessarily resulting dollar weakness may only intermittently occur. Temporary dollar strength may come from war with Iran or currency weakness in places like Greece, Portugal, etc.; but only temporarily providing dollar strength.
I was interested in seeing your views on precious metals, but came to the end of your article before seeing it. I guess as goes the dollar, (generally inversely) so goes gold.

]]> http://www.morssglobalfinance.com/gary-shilling%e2%80%99s-2010-recommendations-is-he-right/comment-page-1/#comment-3795 Thomas Schumann Wed, 27 Jan 2010 18:33:01 +0000 http://www.morssglobalfinance.com/?p=359#comment-3795 Dear Elliott, I agree with you on "dollar" and "emerging markets" outlook. Also, I like your sober, pragmatic style always backed by facts/numbers. Keep in mind that you (and I) see/interpretate the "world" with a global perspective as we both travelled extensively and do not have a bias, singular "U.S.-Focused Tunnel Vision", but rather a (positive) critical view of the U.S. and it's radically changing status on the world stage. Not every analyst shares these views and assets. Keep up the good work! Thomas Schumann Dear Elliott,
I agree with you on “dollar” and “emerging markets” outlook. Also, I like your sober, pragmatic style always backed by facts/numbers. Keep in mind that you (and I) see/interpretate the “world” with a global perspective as we both travelled extensively and do not have a bias, singular “U.S.-Focused Tunnel Vision”, but rather a (positive) critical view of the U.S. and it’s radically changing status on the world stage. Not every analyst shares these views and assets. Keep up the good work!
Thomas Schumann

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