Archive for June, 2020

ROSENBERG UPDATE

June 26, 2020

Widely followed market economist David Rosenberg has been warning about the recovery and bull market’s vulnerabilities long before COVID-19 struck. The pandemic has only increased his concerns. His recent two-part interview with WEALTHTRACK generated so much interest that we he is also sharing his most recent comprehensive “Breakfast with Dave” newsletter to bring us up-to-date on his latest observations.


Download the newsletter [.pdf]

CONSIDER SOME “HOMEBODY” INVESTMENTS

June 20, 2020

CONSIDER SOME “HOMEBODY” INVESTMENTS

Rosenberg thesis: Transitioning permanently to more frugal “homebody” economy

“HOMEBODY” BENEFICIARIES include:

  • Home OfficeTechnologies (cloud)
  • Telecommunications
  • Utilities
  • Food Suppliers
  • Diversifiers include:
  • – Gold
  • – Treasuries

Watch the related WEALTHTRACK episode.

ROSENBERG: LIFE CHANGING PANDEMIC?

June 20, 2020

LIFE CHANGING PANDEMIC?

Rosenberg calls the COVID-19 experience a game-changer for the economy and markets. It’s also had an impact on his life.

Watch the related WEALTHTRACK episode.

This is a Bear-Market Rally, Life Has Changed & “Homebody” Investments Will Flourish

June 19, 2020

This page is here for technical reasons. Please click here for the episode page.

THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.

June 19, 2020

One of the striking financial characteristics of this pandemic stricken world has been the extreme divergence between the sickening economic reality on the ground and the out of this world exuberance in the stock market, which started long before now when businesses are slowly and sporadically being allowed to reopen.
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