David Rosenberg is sharing his most recent comprehensive “Breakfast with Dave” newsletter to bring us up-to-date on his latest observations.
RECENT PROGRAMS
THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.
This week, in Part 2 of our interview with Rosenberg, he focuses on the markets. He says it is impossible to reconcile one of the highest unemployment rates since the Great Depression with the recent biggest 50-day post bear market rally in the S&P 500’s history and that something has to give. Despite the market’s impressive performance since the March lows, he remains bearish, calling the experience a classic bear market rally. In this week’s interview, we discuss what has led him to this conclusion.
INFLUENTIAL ECONOMIST DAVID ROSENBERG WARNS LIFE IS GOING TO CHANGE PERMANENTLY AFTER COVID-19
In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. He is deeply concerned about the economy’s weakness and the stock market’s vulnerability.
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THE FINANCIAL IMPACT OF PAST PANDEMICS HAS IMPORTANT LESSONS FOR TODAY SAYS HISTORIAN RICHARD SYLLA
The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the record growth in both monetary and fiscal stimulus.
INFLUENTIAL ECONOMIST PAUL MCCULLEY ON THE LASTING NECESSITY OF RECORD MONETARY & FISCAL STIMULUS
Influential economist and Fed analyst Paul McCulley says the concept of “Helicopter Money” from the government is here to stay and we are in a new era where monetary policy will play a subordinate role to fiscal actions.
REALLY CHEAP MARKETS AND THE PANDEMIC’S HIDDEN TOLL WITH FINANCIAL THOUGHT LEADER ROB ARNOTT
Research Affiliates Chairman and Founder is known for his award-winning market research, innovative financial products, and value-seeking money management. He discusses his contrarian views on the FAANGs, seriously unpopular markets, and the pandemic’s hidden toll.
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