Predictions – David Dreman, Doug Kass, Gary Shilling, Richard Russell

By on September 6, 2007

Click on spreadsheet for larger image:

There is a wide disparity in the recently compiled predictions. Doug Kass has been bearish for quite a while and has been vindicated over the past month. Richard Russell is pretty hard to pin down these days, but he became bullish a few months ago and seems to be sticking to that view. Gary Shilling has been warning of deflation for at least a couple of years. The Fed is going to fight this until they run out of ammo (which might not take too long). David Dreman is sanguine with the current state of affairs, which I personally think is the wrongheaded, but we’ll see.

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