big debate over inflation vs. deflation featuring Gary Shilling of A. Gary Shilling & Co. and John Tamny, editor of RealClearMarkets.com
Gary Shilling, author of The Age of Deleveraging, remains bullish on the dollar and Treasuries. He says a "speculative bubble" is driving up commodity prices; a bubble he believes will pop when China's economy suffers a "hard landing,"
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