Breakfast with Dave, 11 Nov 2009 (pdf) - David Rosenberg, Gluskin Sheff (free requires registration) This article was written by. David Rosenberg is Chief Economist and Strategist for Gluskin Sheff + Associates Inc. Get the latest investing insights delivered right to your . they overreact to what I can only describe as an economy that is muddling along," said Rosenberg in his May 20 "Breakfast with Dave" note. BREAKFAST WITH DAVE. On top of all that, Rosenberg is also the Chief Economist and Strategist at Gluskin Sheff and Associates, one of Canada's pre-eminent wealth management firms . Hey WSO, I was wondering if anyone who has access to David Rosenberg's "Breakfast with Dave" would mind sending me today's issue or summing up his comments on: "Earnings … some clouds on the horizon?" "Good news … but with some caveats" Appreciate it David Rosenberg leaving Gluskin Sheff to start his own research firm Back to video. Look at yesterday's action. The question we will ask ourselves in 20 years is, "Where were you when they downgraded the US and the Fed?". It indicates the ability to send an email. David Rosenberg, chief economist at Gluskin Sheff & Associates, speaks during an interview in New York, May 6, 2011. BREAKFAST WITH DAVID ROSENBERG. Early Morning with Dave. Rosenberg: Perma-bears on the 'lunatic fringe'. David A. Rosenberg May 4, 2010 Chief Economist & Strategist Economic Commentary drosenberg@gluskinsheff.com Breakfast with DaveEconomic Commentary -- December 2, 2021. This just came out: He didn't know that the answer is 'yes'…78% of the time . Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Rosenberg has left Merrill Lynch, but he hasn't stopped dishing out phenomenal research reports. More of Rosenberg at the link below. Chart of the Day: U.S. Real Wages Edward . Be smart with your money. Get the latest investing insights delivered right to your . Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. February 14, 2022 @ 4:00 pm EST. David Rosenberg, left, in 2017. Breakfast With Dave, David Rosenberg 2011 forecast for stocks, David Rosenberg blog, David Rosenberg outlook 2011, David Rosenberg stock market fair value, David Rosenberg wiki, S&P 500 fair value Not bad - Rosenberg had the S&P fair value pegged much lower last time (in the range of 650 to be precise). Dave Rosenberg delivers global economic research through unbiased insights and actionable investment guidance. Published. Erik: Joining me now is David Rosenberg, founder and president of Rosenberg Research. Apr 8. Breakfast with Dave. There are many things that stand out in today's stock market, but what is most egregious (and dangerous) is the extreme level of market concentration — the top 5 stocks collectively account for 25% of the market cap. Christoph Gisiger 16.01.2020, 20.30 Uhr. He thinks the only reason why stocks are up is because . DAMNED IF YOU DO … We were told at a dinner last night with some clients and prospects that yours . David Rosenberg said in a recent op-ed that the S&P 500 could fall another 17% to 3,300 points. Volume 90%. . I mean, a 10- to 15-page letter covering every significant development in global markets, delivered to clients' mailboxes every single morning of the work week?! An envelope. Be smart with your money. Chairman of Mauldin Economics, & President, Millennium Wave Investments. David Rosenberg said in a recent op-ed that the S&P 500 could fall another 17% to 3,300 points. Julia researches key macroeconomic issues and supports the team in conducting data analysis. Be smart with your money. Prior to joining Rosenberg Research . In his "Breakfast with Dave" daily economic report, David Rosenberg provides invaluable insight to those with one eye on the markets, but not much of an idea as to where they might be headed. He's actually branched out and got some really exciting new products and services that he is starting to explore in his own new firm. Putting it all together: $50-70 in S&P mid cycle earnings, slap on 12x and you get 600 - 840 as a sensible S&P500 target. David Rosenberg is one of the most respected voices in the investing world. Click here to receive an entire week free of charge beginning June 9, compliments of Mauldin Economics and Dave's firm, Gluskin Sheff. His introductory report from Gluskin Sheff is a must read. The question we will ask ourselves in 20 years is, "Where were you when they downgraded the US and the Fed?". . David Rosenberg terms the Fed members that made prematurely hawkish comments "faux hawks." . According to our proprietary models, the median fair-value for the S&P 500 is 1,120 (with a range of 1,000 to 1,200) suggesting the market is overvalued by over 10%. tap here to see other videos from our team. Download the full transcript: pdf 2017-01-26 - Transcript of the Podcast Interview between Erik Townsend and David Rosenberg (532 KB) Erik: Joining me next is Gluskin Sheff Chief Economist David Rosenberg and of course Dave is the author of "Breakfast with Dave" probably one of the best and well known newsletter that's produced every single . David Rosenberg, chief economist and strategist at Rosenberg Research, says that economic sustainability hinges on a long period of zero rates, adding that early inflation could cause catastrophe. But we're producing a whole array of different publications and webinars. Erik: Joining me next on the program is David Rosenberg, famously the author of "Breakfast with Dave," a newsletter that has persisted through, I think, three or four different job changes.. Dave, thanks so much for being with us on the program. Now, most of you know Dave as the famous author of the "Breakfast with Dave" newsletter. From Thursday's Breakfast with Dave from Gluskin Sheff's chief economist David Rosenberg:. 2567. Breakfast with Dave has roughly 2,200 subscribers in 40 countries, Mr. Rosenberg says. Cullen Roche - 05/19/2009. Gluskin Sheff + Associates Inc. is one of Canada's pre-eminent wealth management firms. David Rosenberg and I have been friends and colleagues for years, but he never ceases to amaze me. I'm sure many of you are familiar with "Breakfast with Dave," perhaps the longest-standing and one of the best-known paid subscription newsletters in the industry.Most of the slides in the deck come from "Breakfast with Dave" and it's a really excellent deck, so I . Prior to joining Gluskin Sheff in 2009, David was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York for seven years . Erik: Joining me now is David Rosenberg, founder and president of Rosenberg Research. "Breakfast with Dave" wasn't a lot of fun this morning. Breakfast with DaveEconomic Commentary -- November 24, 2021. Become a TIGER 21 Member. This advertisement has not loaded yet, but your article continues below. Rosenberg in his Breakfast with Dave wrote that the bear market rally of last year was a rally more rooted in technicals than in fundamentals. From where I sit, there are things I do like even if I'm . Joe Weisenthal. The bond market is telling you something very important here that rather than being a permanent source of inflation, what we are witnessing is a global exogenous deflationary shock (the impact on discretionary spending in America will be . Dave returned to his native Canada in 2009 after spending many years as Chief North American Economist at Merrill Lynch, where Institutional Investor magazine placed him on their coveted "All American All Star . Early Morning with Dave. The 4 Horsemen: David Rosenberg, Jim Bianco, Peter Boockvar and Yra Harrishttp://financialrepressionauthority.com/2021/02/25/the-roundtable-insight-the-4-hor. David A. Rosenberg July 5, 2019 Chief Economist & Strategist Economic Commentary research@gluskinsheff.com Twitter: @GluskinSheffInc MARKET MUSINGS & DATA DECIPHERING Espresso with Dave IN THIS ISSUE Morning macro/market musings It's a mixed finish to the week There is a lot riding on today's employment data in terms of whether Seriously. A month ago, one of the most closely followed market observers, Gluskin Sheff's David Rosenberg, moved his Breakfast with Dave commentaries behind a pay-wall, ending an era of free access to his insights. Stephen Poloz. David A. Rosenberg August 24, 2010 Chief Economist & Strategist Economic Commentary drosenberg@gluskinsheff.com + 1 416 681 8919. AA: Hello and thank you for listening to the Insight is Capital podcast™.This is Pierre Daillie, Managing Editor of the AdvisorAnalyst . Subscribers will have access to Dave's deep data analysis and . Photo by Blair Gable/Reuters files. 2017-23-23. His Breakfast with Dave goes out to thousands of appreciative subscribers nearly every business morning. Founded in 1984 and focused primarily on high net . David Rosenberg is the Company's Chief Economist & Strategist with a focus on providing a top-down perspective to the Firm's investment process and Asset Mix Committee. 05/19/2009. David is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. He is bullish on energy stocks - and predicts that the gold price will surge to $3000. Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. Excerpt follows: Breakfast with Dave Rosenberg. Tue, Aug 9, 2011 - 11:18am. So you're right, Breakfast with Dave is a flagship. Founded in 1984 and focused primarily on high net Another classic case of this "no rhyme or reason" market. I mean, a 10- to 15-page letter covering every significant development in global markets, delivered to clients' mailboxes every single morning of the work week?! In Breakfast with Dave, David recently published a brilliant outlook for 2016 as he describes, "a year of transition." David A. Rosenberg June 24, 2020 Information@rosenbergresearch.com Economic Commentary We are a global independent economic research and markets strategy firm, providing clients with unbiased insights and . We apologize, but this video has failed . Hey WSO, I was wondering if anyone who has access to David Rosenberg's "Breakfast with Dave" would mind sending me today's issue or summing up his comments on: "Earnings … some clouds on the horizon?" "Good news … but with some caveats" Appreciate it Breakfast With Dave normally sells for $1,000 per year. 2015. MARKET MUSINGS & DATA DECIPHERING. Rosenberg, Gluskin Sheff's chief economist and . David A. Rosenberg July 5, 2019 Chief Economist & Strategist Economic Commentary research@gluskinsheff.com Twitter: @GluskinSheffInc MARKET MUSINGS & DATA DECIPHERING Breakfast with Dave IN THIS ISSUE Morning macro/market musings There is a lot riding on today's employment data in terms of whether David Rosenberg, Chief Economist & Strategist of Rosenberg Research, doesn't believe in the sustainability of the stock market rally, and warns that investors may be disappointed at the end of the year. "The past two years represented a fake bull market built on sand, not concrete," he said. Outside the Box, subscribers @ mauldineconomics.com. - David Rosenberg, Chief Economist & Strategist, Gluskin Sheff + Associates, "Breakfast with Dave" (May 30, 2019) Q1 hedge fund letters, conference, scoops etc William R. White was Head of the Monetary and Economic Department at the Bank for International Settlements. He is Financial Thought Leader David Rosenberg, Chief Economist and Strategist at Toronto-based, wealth management firm Gluskin Sheff. Edward Harrison. Subscribers will have access to Dave's deep data analysis and assessments of "big picture" trends, and his advice on how to invest around them. As the cheerleaders on bubblevision wax on, the reality is that a 10% bear market rally ranks as among the most feeble we have ever seen. The ISM manufacturing PMI that came out for November was a breath of . Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. For a complimentary one-month trial to Breakfast with Dave, please contact Marcel Aulls maulls@gluskinsheff.com David Rosenberg, chief economist at Gluskin Sheff & Associates, speaks during an interview in New York, May 6, 2011. David Rosenberg is founder of Rosenberg Research, and author of the daily economic report, Breakfast with Dave. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. David Rosenberg is founder of Rosenberg Research, and author of the daily economic report, Breakfast with Dave. So whether it's verbal or whether . Rosenberg: Perma-bears on the 'lunatic fringe'. David A. Rosenberg February 25, 2011 Chief Economist & Strategist Economic Commentary drosenberg@gluskinsheff.com + 1 416 681 6013 Please see important disclosures at the end of this document. David Rosenberg: Breakfast with Dave - May 12, 2010 May 12 2010, 10:05 FMX | Connect - www.fmxconnect.com-(Reported 5/12/2010) Excerpts from MARKET MUSINGS & DATA DECIPHERING . This is dated from March, but it is every bit as relevant today . Article content. For the better part of 12 . The yield on the 10-year T-note jumps 4 basis points, to 0.71%, and the long bond rises 5 . David Rosenberg, Gluskin Sheff 2012-11-23T21:35:00Z A bookmark. Sample Report. Share this Story: David Rosenberg: Signs of a looming U.S. recession are building, . The Open We're in a big financial bubble right now: David Rosenberg. DAMNED IF YOU DO … We were told at a dinner last night with some clients and prospects that yours . Interesting take on why rising commodity prices ultimately have a deflationary effect - from David Rosenberg in yesterday's Breakfast With Dave:. MORNING MACRO/MARKET MUSINGS. This is going to leave Mr.… Economy. "David is looking forward to focusing all of his time and efforts to providing independent, unique macro and market research, as well as actionable investment advice, to his clients," according to the Toronto-based . JohnMauldin. Success is where we begin . The rally ended after a classic 50% retracement. Breakfast with Dave WHILE YOU WERE SLEEPING . "And let's face it, the Fed has been, this entire cycle, perpetually optimistic." . But in this morning's Breakfast With Dave note, Gluskin Sheff economist David Rosenberg said these bank rescue plans are lacking in details. Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global Economy, and what to do with assets given the current economic and market environment we are entering.. TRANSCRIPT. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York. He believes it can be a starting point for a much bigger enterprise. David A. Rosenberg February 25, 2011 Chief Economist & Strategist Economic Commentary drosenberg@gluskinsheff.com + 1 416 681 6013 Please see important disclosures at the end of this document. "The past two years represented a fake bull market built on sand, not concrete," he said. 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