I think Peter Schiff is very good at explaining how political economy should operate. But it seems his market and economic forecasts, in anything but the very long term, tend to be similar one-way bets. Maybe I notice this because often times my bets are opposite his. (I mention him because he’s calling a spectacular buying opportunity in gold, again.)
David Rosenberg is also very good on political economy. He seems to me more pragmatic than Peter Schiff in that he seems more open to change his market calls as evidence mounts.
