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Rosenberg Research
United States
Приєднався 3 лют 2022
David Rosenberg founded Rosenberg Research in January 2020 after an illustrious, three-decade career on Wall Street and Bay Street as an economist and market strategist. Rosenberg Research provides investors with a unique lens on the macro-economic and market developments that are shaping the financial future.
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What, Me Worry?
Join David Rosenberg as he discusses his skepticism about the equity market's exuberance and warns of potential risks. The U.S. households now have 70% of their balance sheet in equities and the bullish market sentiment is at a all time high. This doesn't bode well especially for baby boomers who may not have the time to recover when the bear market strikes. Dave highly recommends diversifying into other geographies and asset classes.
With an upcoming Fed easing cycle and potential for a weaker US dollar, he suggests the bond-bullion barbell as a prudent strategy.
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With an upcoming Fed easing cycle and potential for a weaker US dollar, he suggests the bond-bullion barbell as a prudent strategy.
----------------------------------------------------------------------
Follow us to stay up to date on more insights like this:
LinkedIn: www.linkedin.com/company/rosenberg-research-and-associates
Twitter: x.com/RR_Insights
----------------------------------------------------------------------
Access our Premier Suite of Research with a free 30-Day trial: t.co/yDk9rhrbud
-----------------------------------------------------------------------
Переглядів: 16 626
Відео
“Not a Bull Market, a Bifurcated Market” | David Rosenberg
Переглядів 8 тис.6 місяців тому
In our latest special interview episode, we welcome back our Founder and President, David Rosenberg, to get his views on a perplexing stock market, what we can learn from the past, and how to think about the U.S. election - among much else. Is this even a bull market? (0:30) David's Philosophy on Investing in this market (2:57) What is the discount rate telling us right now? ( 5:24) How the ave...
Gold No Longer a Commodity, Market Valuing it as Money | David Rosenberg
Переглядів 7 тис.7 місяців тому
Dave's discussion with Jesse Day on why he is optimistic about the long-term prospects of the gold market and how it is now diverging into a category of its own. Dave also gave his views on the broader commodities market, uranium, energy, and more. Follow us to stay up to date on more webcasts like this: LinkedIn: www.linkedin.com/company/rosenberg-research-and-associates Twitter : x.com/RR_Ins...
Deflation ‘Intensifying’, ‘Monumental Rally’ Will ‘Shock People’ | David Rosenberg
Переглядів 21 тис.8 місяців тому
David Rosenberg discusses the "intensifying" deflationary pressures mounting in the economy, and their impacts on Fed monetary policy, the treasuries market, and equities markets. *This video was recorded on May 30, 2024 Listen on Spotify: open.spotify.com/show/510WZMF... Listen on Apple Podcasts: podcasters.spotify.com/pod/sh... FOLLOW DAVID ROSENBERG: Rosenberg Research: www.rosenbergresearch...
Jeffrey Gundlach in Conversation with David Rosenberg | The Bond King Returns
Переглядів 93 тис.8 місяців тому
For our first ever in-studio Webcast with Dave, David Rosenberg hosts the "Bond King", Jeffrey Gundlach, to discuss where the long-awaited recession is, his views on inflation over the next 1-3 years, and his current thinking on the treasury market. The call, recorded on May 23, 2024, has been made available to the general public. To subscribe to future webcasts or our archive of past replays, ...
Navigating Debt Inflation in Today's Economy | Dylan Smith
Переглядів 5608 місяців тому
Dylan Smith, Vice President & Senior Economist at Rosenberg Research, joins Andrew Brill to dive into the aftermath of the recent Fed meeting, their latest decision to not cut rates, the unexpected twists in Q1 earnings, and where the economy appears to be headed to next. Dylan also shares his insights on: * Why inflation is hovering above 3% * The rise of gold and Bitcoin following massive deb...
David Rosenberg with Adam Taggart on Thoughtful Money
Переглядів 10 тис.8 місяців тому
This is a re-upload of the original video on Adam Taggart's youtube channel, which is located here: www.youtube.com/@adam.taggart David was recently on Thoughtful Money (recorded on May 6, 2024) with Adam Taggart to release a warning that the official jobs data reported by the government are "overstated by historical proportions" And when the downward revisions get released, it will shock both ...
How to Invest in a Risk-Off Environment | Strategizer
Переглядів 2,4 тис.9 місяців тому
Marius Jongstra, VP, Market Strategy at Rosenberg Research, breaks down the latest moves in the Strategizer model. Strategizer's recommendations are based on twelve month forward returns, and those interested in accessing our analysis and future model results can contact us at information@rosenbergresearch.com Request a Trial: web.rosenbergresearch.com/UA-camTrial Follow us on Twitter: twitter....
David Rosenberg | A 1-in-10 Equity Market
Переглядів 15 тис.10 місяців тому
David Rosenberg discusses the US Equity market, which has experienced 1-in-10 event whereby the S&P 500 ripped nearly 30% over a year in which earnings only rose 4%. Dave also discusses the the current recommendations of our Strategizer, which remain bullish on gold, bonds, and EM stocks.
David Rosenberg | Are Emerging Markets About to Emerge?
Переглядів 4,6 тис.11 місяців тому
Our latest Strategizer publication was just released and showed more of the same but with some added wrinkles. One of the main messages is to take profits in U.S. equities and corporate credit, and deploy the proceeds in stock markets in emerging Asia, commodities, and move gingerly to add some duration to the Treasury bond portfolio.
David Rosenberg | A Clarion Call
Переглядів 12 тис.Рік тому
The December Strategizer is hot off the press and is issuing a clarion call to get more defensive in the stock market and for the near-term to reduce duration in bonds in the aftermath of the dramatic rallies in both asset classes over the past two months. Watch on to see David's break down of this month's edition of Strategizer. Request a Free Trial: web.rosenbergresearch.com/UA-camTrialReques...
What Can Canada Teach the US? | David Rosenberg hosts John Manley & David Dodge
Переглядів 6 тис.Рік тому
Canada experienced a fiscal crisis thirty years ago and the United States has entered an eerily similar structural problem where the cost of servicing the debt spins out of control and siphons the revenue base at an alarming rate. This isn’t being discussed in the GoP primary debates, but the unstable fiscal climate will surely need to be addressed before long. John Manley and David Dodge chang...
David Rosenberg | The Big Switch
Переглядів 10 тис.Рік тому
Our Strategizer publication was just released and it once again served as a reminder that US equities are overvalued and that Asia ex. Japan remains our preferred equity region. The outlook for bonds remains strong, while the outlook for stocks remains weak. Time to make the big switch! Request a Free Trial: web.rosenbergresearch.com/UA-camTrialRequest Follow us on Substack: www.earlymorningwit...
David Rosenberg: Bond with Energy, and Energize with Bonds
Переглядів 6 тис.Рік тому
David Rosenberg: Bond with Energy, and Energize with Bonds
David Rosenberg: Seek Value in Asian Equities
Переглядів 4,1 тис.Рік тому
David Rosenberg: Seek Value in Asian Equities
David Rosenberg: Take the Money and Run
Переглядів 14 тис.Рік тому
David Rosenberg: Take the Money and Run
David Rosenberg: The True North Remains Strong
Переглядів 7 тис.Рік тому
David Rosenberg: The True North Remains Strong
Sweeten Your Portfolio with Maple Sugar (and Ice Wine)
Переглядів 3,5 тис.Рік тому
Sweeten Your Portfolio with Maple Sugar (and Ice Wine)
Japan Is on a Roll (And We're Not Talking Sushi)! | Strategizer
Переглядів 4,2 тис.Рік тому
Japan Is on a Roll (And We're Not Talking Sushi)! | Strategizer
Strategizer Presentation -- Breakfast with Dave Live
Переглядів 1,1 тис.Рік тому
Strategizer Presentation Breakfast with Dave Live
Introducing Our Monthly Strategizer Video
Переглядів 4,3 тис.Рік тому
Introducing Our Monthly Strategizer Video
Breakfast with Dave Live - The Year of the Rabbit: Hopping Out of the Hole!
Переглядів 15 тис.2 роки тому
Breakfast with Dave Live - The Year of the Rabbit: Hopping Out of the Hole!
David Rosenberg: The Long and Winding Road
Переглядів 7 тис.2 роки тому
David Rosenberg: The Long and Winding Road
David Rosenberg: Taking the Punch Bowl Away
Переглядів 9 тис.2 роки тому
David Rosenberg: Taking the Punch Bowl Away
The Bear Market Rally is Dead, Long Live the Bear Market
Переглядів 5 тис.2 роки тому
The Bear Market Rally is Dead, Long Live the Bear Market
Things Are Inverting - Including the Fed Funds Futures Curve. Listen to what it means.
Переглядів 8 тис.2 роки тому
Things Are Inverting - Including the Fed Funds Futures Curve. Listen to what it means.
What Alarm Bells Go Off at the Market Bottom?
Переглядів 10 тис.2 роки тому
What Alarm Bells Go Off at the Market Bottom?
Strategizer: Where to Put Your Money (and Where Not to)
Переглядів 3,8 тис.2 роки тому
Strategizer: Where to Put Your Money (and Where Not to)
David Rosenberg Presentation - CFA Society Winnipeg
Переглядів 10 тис.2 роки тому
David Rosenberg Presentation - CFA Society Winnipeg
One day: Congress will pass tax laws that force people to invest a large portion of their 401ks and IRAs in US Treasuries. We will be forced to bail out the US Govt. and Fed. It will be called the "America Patriot Act". AOC will sign the legislaton into law in 2032.
LMAO Jeffrey never came close to Bill's aum. From Doubleline's peak he's down like 10%. He's been calling for a recession since 2019. Anyone who's heard him speak can tell he's going down hard with dimentia or Alzheimer's. The other Jeff is already being molded to take over.
India via the EPI is up 24% now, Gundlach says it hasn't done much this year?WTF
It would be so much easier to listen to your wisdom without the annoying background music.
Can you invite us for the Shabbat in your house for see the reality between the jew and the money in the entertainment in the politics and in the leverage of the mineral ?
Love the background music.
Mr Rosenberg, read your article at Globe & Mail this morning about Japan short term bonds, could you please advise where can I purchase them, do we have ETF investment in this? If we do, what’s the name of them, thank you in advance.
When the tide goes out, all markets will go down. There’s no place to hide.
Inflation surprisingly has been a ghost subject these past few years. The Covid crisis certainly bent expectations outside the norm. Interest rates are dependable when all sectors are in concert. Jeff is real star at this narrative. He is easy and steadfast with his viewpoint. What if Treasury would sell a wide range of maturities? And then begin buying impaired debt from private equity? I am calling this the great silencing. It is opposite of what happened in the crash of 08-09.
Excellent Interview.
Well this interview was obviously before the Japanese stock market crash. How did he not see this coming considering how much US bond sales are going on in Japan.
The end game will commence when the response to a recession is a flight away from government bonds.People will realize that lower tax receipts and higher social expenses will swamp the budget and no legitimate borrowers will show up at the auction.
David what is your price target on TLT ?
He was correct.
Zero coupon bills under 1 year are yielding 5.5%. Why buy corporates right now?
Tosay it was 5.21% for the Tbill.
Sound words of reason. Thank you David for sharing 👏
well this didn't age well
What’s left? TAXES!!!!! Property taxes!