“A [Donald] Trump win might be bad for stocks, but it would be very positive for the dollar and Treasurys.” Quote by Gary Shilling
“[Donald Trump] is so unpredictable that foreigners are going to look around and say "boy, we've got to head for the safe havens." And one of the safe havens is Treasurys and [another is] the dollar.” LooksBoysHavensTrumpSafeDollarsUnpredictableForeignersSafe Haven Author:Gary Shilling
“We've seen that in the past that where you've had uncertainty, and even where the Fed is raising rates, Treasurys rise as everybody heads for safety.” PastSafetyRateUncertaintyFeds Author:Gary Shilling
“If someone loves you, they can fall out of love with you but they're probably going to keep fearing you. That's where we are with [Donald] Trump.” IfsFallLove YouTrumpFalling In LoveOne Love Author:Gary Shilling
“Let's say [Donald] Trump wins. Is Congress going to let him build a wall on the Mexican border? I don't think so.” ThinkingWinningWallTrumpCongressBordersMexicanMexican Border Author:Gary Shilling
“Yes, we're in a protectionist era because when you have lack of domestic growth, everybody tries to unload the problem on foreigners with protectionism, devaluations, cutbacks on imports. But is there going to be a dramatic change? TPP is dead anyway, and similar deals in the eurozone are going nowhere.” TryingProblemGrowthDealsErasDramaticForeignersImportsProtectionismEurozoneDramatic ChangeCutbacks Author:Gary Shilling
“If Hillary [Clinton] is elected, is she going to be able to jack up taxes with virtually no deductions, and include capital gains? Unless democrats have a clean sweep of Congress, I don't think that's going to happen either.” IfsThinkingHappensAbleTaxesGainsCleanClintonDemocratCongressDeductionsCapital Gains Author:Gary Shilling
“Bloomberg TVThe one thing I think is likely to happen under either candidate is massive fiscal stimulus. You have so many voters in Western Europe and North America who've had no real income growth for over 10 years, and they are, in the words of Howard Beale, "Mad as hell and not going to take it anymore."” ThinkingYearsRealHappensAmericaGrowthHellOne ThingEuropeMadWesternIncomeCandidatesMassiveVotersStimulusNorth AmericaWestern Europe Author:Gary Shilling
“We're in a pretty tumultuous world, and there's a lot of uncertainty. Treasurys are where people go as one of the few safe havens in the world.” PeopleWorldHavensSafeUncertaintySafe Haven Author:Gary Shilling
“Despite the recent conviction of many that we're headed back to inflation, I think deflation remains the more likely prospect. You've just got too much excess capacity in the world.” ThinkingWorldToo MuchCapacityRemainsConvictionDespiteExcessInflationDeflation Author:Gary Shilling