Below please find Gary Shilling's presentation from the 8th Annual Strategic Investment conference that was hosted earlier this year in La Jolla, California. For those of you not familiar with Gary, he is a market strategist who has made a name for himself with some rather accurate calls (2008 for example). In the below presentation he discusses the importance of the U.S. consumer (a key driver of the global economy), Japan and how its inevitable slow decline can be profited from, and shares some commentary on China as well as Europe.
Without further delay, enjoy:
Shilling-2011
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