David Rosenberg

This an excerpt from yesterday's daily commentary from David Rosenberg. Two things happened on Friday: First, a very successful hedge fund manager was on CNBC and (between songs, apparently) told viewers that the equity market now…

by John Lounsbury David Rosenberg, chief economist at Toronto's Gluskin Sheff, says at least two more years to a top with rates significantly lower than today.  Here is Rosenberg's graph: From today's "Breakfast With…

by John Lounsbury David Rosenberg, Chief Economist & Strategist at Gluskin Sheff, Toronto, has a graph that goes a long way toward explaining why this recovery does not feel like a recovery: Click on images for larger graphs. Is…

This chart comes via David Rosenberg at Gluskin Sheff. Rosenberg tops it off with this commentary: While we are “underweight” equities as an asset class, we aren’t exactly zero-weight. There are always things to buy and S.I.R.P. does…

Everybody's favourite bearish analyst, Gluskin Sheff's David Rosenberg had a few thoughts on some of the bullish analyses he's been seeing. Despite his bearishness, he even goes as far as to say why he would be bullish. Here are the first…

by John Lounsbury David Rosenberg, chief economist at Toronto's Gluskin Sheff, is continually publishing interesting graphs. Below one from today's newsletter which shows the relationship between 12-month forward earnings estimates for the…

I will be on BNN at 12:15 today. Topics are unknown but Ireland's downgrade and double dip in the US are two likely subjects.  My general take is that this is playing out as scripted here and here. Back in 2009, when I was talking…

By John Lounsbury David Rosenberg, chief economist for Toronto's Gluskin Sheff, has a graph showing the history of the Philly Fed Business Outlook Survey.  I have added annotations below: Before this month and since 1968 there have…

Below is a very good and nearly unfiltered 30-minute session with David Rosenberg of Gluskin Sheff. He speaks with the Wall Street Journal's Kelly Evans in the weekly "Big Interview" feature, a format I really like.  I have…

David Rosenberg is bullish on bonds. And the reasoning for his bullishness has a lot to do with the deleveraging and excess capacity which the bursting of the credit bubble has brought into view. In this sense, his views on inflation are…