David Rosenberg (Almost) Turns Bullish on Stocks

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David Rosenberg says his shift to perma-bull status may come as soon as November if broader despair continues and a few outstanding messes get cleaned up: For the record, I do see a light at the end of the dark tunnel. Don’t be surprised if I end up turning bullish ahead of the pack — though […]

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Interesting take on why rising commodity prices ultimately have a deflationary effect – from David Rosenberg in yesterday’s Breakfast With Dave: 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 […]

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David Rosenberg writes in today’s Breakfast With Dave that Obama was channeling Herbert Hoover during the State of the Union! A long-standing colleague and reader sent this off to me yesterday and it blew me away. Read on: Obama’s State of the Union: “Two years after the worst recession most of us have ever known, the […]

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Courtesy of David Rosenberg, Chief Economist at Gluskin Sheff: The VIX index, at 17.5x, is back to where it was last April.  Remember what happened next. Investors Intelligence bullish sentiment is back to where it was at the all-time market highs of October 2007. The non-commercial accounts on the CME have recently opened up a considerable net speculative […]

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Not bad – Rosenberg had the S&P fair value pegged much lower last time (in the range of 650 to be precise). From today’s Breakfast With Dave: S&P 500: No surprise here, the U.S. market continues to be overvalued.  According to our proprietary models, the median fair-value for the S&P 500 is 1,120 (with a range […]

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Our unofficial “Deflation Chancellor”, David Rosenberg, penned an excellent rebuttal to a WSJ Op-Ed piece by Jeremy Siegel and Jeremy Schwartz entitled The Great American Bond Bubble. Rosenberg dispels a lot of “common wisdom” with regards to what drives interest rates and the bond market.  His analysis, as always, is superb.  You can read his […]

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Brett

Hi, I’m Brett Owens – and I’m a financial junkie. My “problem” started incollege, when I got a little dose of the stock market – man, was I hooked…in no time, I was reading the Wall Street Journal religously.

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