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Behind the Numbers, with Gary Shilling

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Economist and advisor Gary Shilling has never been afraid to chart his own course, as this month’s allocation aptly demonstrates. “I think we’re looking at a situation where we’re going to see slower growth and earnings that are probably not going to be adequate to support stock prices even at current levels. I just think the upside in stocks is pretty limited and we may in fact be in a new bear market here,” he explains. “Obviously, cash doesn’t pay a lot, but if you look at these three categories, I still think that bonds are going to do better than stocks, but with the Fed raising rates I don’t think you’ve got a screaming rally in Treasuries.”–Robert F. Keane