What, Me Worry?
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- Опубліковано 8 лют 2025
- 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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Thank you David.
Sound words of reason. Thank you David for sharing 👏
Indeed Mr Rosenberg, do not worry. Stocks Only Go Up
I haven’t heard anyone reference Alfred E Neumann in a few decades. Love it!
Love the background music.
Great analysis , I have been following Dave for 15-20 years already , did very well , retired at 51 and happyly holding bonds etfs for last 10 months .
As a 60+ year old still working. David nailed it regarding diversification. Being about 5 years from retirement, its been on my mind and I need to do this soon.
Thanks, I appreciate the free advice.
You the man, Rosey!
He was correct.
Thank you.
Sir John Templeton quote: "The four most dangerous words in investing are: 'this time it's different'" or " Bull markets are born on pessimism, grow on scepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell."....John Templeton's statement: "The only investors who shouldn't diversify are those who are right 100% of the time," emphasizes the importance of diversification in investment portfolios.
Solid analysis as always
Excellent analysis. I wouldn't count on market bull run in anticipation of impressive rate cuts in short term. 3% inflation vs 2% target means we are only half away from the destination. Actually, the so far bull run can be partially attributed to the expectations of rate cuts.
So we should buy those 7% deficit government bonds?
Don't gamble with the pension!
Excellent insights on diversification into the Indian and Japan markets, would it be wise with your research to use Japan funds that are hedged in yen vs. those in dollars?
tah for well analysed research on equity markets and need for a retiree to diversify their portfolio. being new in Canada makes me a bit nervous on retirement and balancing the Canadian and American monies
David what is your price target on TLT ?
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.
Enjoyed the talk. Who’s the jazz artist?
It would be so much easier to listen to your wisdom without the annoying background music.
The market doesn’t care.
I still don't understand the bullish Japan equities thesis
Super high debt
Forex has been hammered
Terrible demographics as well. They also don't have natural resource deposits. But of course, @Rosenberg Research is too "busy" to respond to great comments like yours. India has better demographics, but terrible corruption. The business individual that "runs" their stock market and economy is a total fraud. Gotta flush him out before the country can experience legit growth.
TLT! But first the melt up, then TLT, and a decade of commodities!
This is terrifying
I'm so happy I made productive decisions about my finances that changed my life forever,hoping to retire next year.. Investment should always be on any creative man's heart for success in life .
As a beginner, it's essential for you to have a mentor that is verified by finra and SEC to keep you accountable. I'm guided by a widely known financial consultant Stacey Macken
She often interacts on facebook , using the user name
Stacey Macken , that's her user name
she's active on Facebook
The first time we had tried, we invested 14000 and after a week we received 50,230. That really helped us a lot to pay our bills
I like your redshirt and piano music.
Can’t “buy” market history like this….
This struck me as a rather pointless rant. Yes, we should all be diversified, is this news?! Yes, there will be a downturn at some point, but it is utterly ridiculous to think that you can predict it's timing and severity. Be diversified, don't try and time anything or move into new sectors, just ride the waves. It is not rocket science, despite what so many people would like you to believe.
the market priced in FED 4 cuts already, too noon.⛔
Bear and bull markets come and go. If your time horizon is infinite then there is no better place than a carefully diversified equity portfolio. I am 67 and don’t take income from my investment portfolio it is merely hedge against inflation. My income comes from a combination of pension, real estate investments and, at 70, Social Security. Ultimately the government will force me to take income (RMDs) but I can live very comfortably without ever touching my equity portfolio there market volatility, corrections, recessions and booms are meaningless.
Only invest in countries whose native language you can't speak or read. Very good for picking stocks/indexes to invest in.
These guys all got this wrong and had have cost followers a lot of money, piper sandler had s&p at 3200 for end of 2023 and their clients pay a fortune for that shxt info.
Get rid of the piano, otherwise awesome
he has been so wrong for soooo long. it is hilarious
Retirement crisis? C'mon, it's as if you are overlooking my Soc Sec check of $2,300/month.
Must be frustrating being wrong on so many things. Yes, eventually bonds will rally and we will have a recession. But timing is everything
So what. The future is unpredictable. Haven't you learned that yet, Mr. Snarky? And how was he "wrong"? Back up your charges. He said its "usually" 26 months from Fed tightening to the start of the recession, and they started tightening in March 2022. That's a bit of data, not a prediction, silly.
Take your lil 1k Bitcoin holding and go away lil buddy
@StephenDoty84 totally agree. Rosie just states numerical and historical facts. People misunderstand and always thinks he's predicting.
@@frankarena838 Yes, and when asked what he expects to happen, what could be more reasonable, I ask rhetorically to his critics, than basing expectations on induction, probabilities, and statistics?
Thank You.