David Rosenberg @EconguyRosie
Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements. web.rosenbergresearch.com/TWTrialRequest Toronto, Ontario Joined December 2017-
Tweets3K
-
Followers260K
-
Following337
-
Likes357
I was recently on @FoxBusiness trying to answer the question as to why the Fed doesn't listen to its own Beige Book survey. Watch below: foxbusiness.com/video/63512593…
With the S&P 500 now down five sessions in a row and the bulls in retreat, the team asks if we're seeing a market inflection point on this week's episode of the Rosenberg Round-Up. podcasters.spotify.com/pod/show/rosen…
The Fed seems to be ignoring its own Beige Book: "Another frequent comment was that firms' ability to pass cost increases on to consumers had weakened considerably in recent months."
In this month's Strategizer recap, our Vice-President, Market Strategy, Marius Jongstra, breaks down how to invest in a risk-off environment. Watch below to see what our models are recommending for the year ahead. youtu.be/CXPnrICX684
How much higher can gold go? Consider that while the yellow metal is at a record high in nominal terms, it is still almost 20% below its prior peak in real terms!
He already had my vote.
He already had my vote.
On this week’s episode of the Rosenberg Round-Up, we focus on the implications of the gold price surge on lagging silver and mining stocks. podcasters.spotify.com/pod/show/rosen…
On this week’s episode of the Rosenberg Round-Up, we shine our spotlight on the recent run-up in the gold price, and why we think it can go to $3,000. podcasters.spotify.com/pod/show/rosen…
It is a bull market in (i) part-time jobs, (ii) self-employment and (iii) multiple job holders. Outside of these areas, employment actually contracted more than -500k in March and by -2 million in the past year. What an economy!!
March Madness: A booming labor market that sees +303k on headline nonfarm payrolls while full-time employment from the rival Household survey drops -6k and is down -1.8 million since last November — which has only in the past happened in recessions. A real head scratcher.
Looking at yesterday’s JOLTS data, one can legitimately ask what it means for the consumer outlook when retailers reduce their job openings to a level that last occurred during the peak of the pandemic/lockdown recession.
Combining detailed research and new econometric modeling, we provide a theory of gold's quiet surge, and outline the path to $3,000 and beyond. Access our latest Special Report: web.rosenbergresearch.com/gold-special-r…
Watch or listen to @EconguyRosie on the latest @OnTheTapePod with @RiskReversal and @GuyAdami.
Watch or listen to @EconguyRosie on the latest @OnTheTapePod with @RiskReversal and @GuyAdami.
On this week’s episode of the Rosenberg Round-Up, we assess the latest cross-currents in the housing data and update our thoughts on the regional banks a year after the crisis. podcasters.spotify.com/pod/show/rosen…
My pal Dan Greenhaus was just on CNBC. Said that anyone calling this a market bubble doesn’t know what a bubble is. Then I’ll just call it a big sud, instead. It does rank as the top 10% priciest S&P 500 of all time no matter the label.
House price deflation is rearing its ugly head again. At just over $400k, the median new home price has dialed its way back to the lowest level since June 2021 — and now down -7.6% on a year-over-year basis.
We received so much positive feedback from our client base on our recent chart package, that we decided to make a subset of it available to the public on LinkedIn. To access the full report, please send us an email at [email protected] web.rosenbergresearch.com/4axY5KW
Watch me discuss my thoughts on the Federal Reserve's latest meeting with Kitco News: youtube.com/watch?v=NUJwvu…
The 10-year T-note yield is taking a serious stab at both the 100- and 200-day moving averages at 4.2%. A break here could set us up for a move to the recent double-bottom of 3.8%-3.9%.
On this week’s episode, we provide some color and caution regarding the ticking time bomb in the USA otherwise known as structural deficits and debts. Tune in to the Rosenberg Round-Up to hear our thoughts and a breakdown of the latest Fed meeting. podcasters.spotify.com/pod/show/rosen…
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Danielle DiMartino Bo.. @DiMartinoBooth
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Liz Ann Sonders @LizAnnSonders
412K Followers 681 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Luke Gromen @LukeGromen
250K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Adam Taggart @menlobear
78K Followers 164 Following Founder & host of Thoughtful Money Media inquires: [email protected]
Helene Meisler @hmeisler
222K Followers 582 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Bob Elliott @BobEUnlimited
137K Followers 689 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Michael Kao @UrbanKaoboy
93K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Grant Williams @ttmygh
136K Followers 925 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Arup Mondal @MondalArup007
4 Followers 38 Following Investor | Entrepreneur | I would like to think that I am free ! I observe people with curiosity.
U. H. @UH0869205419524
5 Followers 133 Following
Pippiphoray @Pippiphoray12
63 Followers 127 Following
GladysJosh @rAXcY350Mhe5v48
26 Followers 572 Following
Kristian Manilong @profitzkris13
0 Followers 6 Following
Ernie Adams @ernalytics
93 Followers 156 Following This account is tribute to the former Patriots Director of Research. The father of football analytics, or better, “Ernalytics”.
Newstalk Breakfast @NTBreakfast
94K Followers 4K Following Ciara Kelly & Shane Coleman bring your news, analysis & opinion from 7-9am on @NewstalkFM. Got a story or comment? [email protected] #100daysofwalking
melera @melera271647
5 Followers 77 Following X Maven || NFT Evangelist || 💥 Guiding Brands towards Digital Excellence 🚀 || Trust #BTC #ETH #BNB #SOL
Ashwin FILM @FilmAshwin68419
0 Followers 10 Following
Benjamin Tran ☘️ @Triskele98
253 Followers 3K Following ⚜ ETF & CFD ⚜️: STP & ECN ☘️ USDT/OTC - Token: TRC-20 (Crypto - Blockchain) 🌸
Vincent Nguyen @tpatryk_
7 Followers 98 Following
Yo @Yoavge
208 Followers 974 Following
Allan Jun Ramirez @mailoves2004
97 Followers 289 Following
CC Jiang @CCFan2020
156 Followers 213 Following
Shir @Shir28506174
32 Followers 74 Following
Frank Thelen @frank_thelen
63K Followers 2K Following European Serial Founder, Tech-Investor, CEO @freigeist (@lilium @xentral @Pitch @kraftblockE @scanbotsdk @EnduroSat...) CEO @10xDNA, Author: StartupDNA 10xDNA
Aogoeth1 @aogoeth1
10 Followers 314 Following
MarketMinion @marketminion_
24 Followers 47 Following Investment manager, researcher, speculator, and financial tools builder, not necessarily in that order.
Leemon Jobs @JobsLeemon
886 Followers 1K Following #Bitcoin is Hope | $TSLA $BTC $MSTR $HBAR | Economic Empowerment | hbarbrian | Ivy League | Founder 100 Employees eCom Company | Crypto & AI Investor
Morgan Watson 🇨�.. @MorganWats51695
15 Followers 203 Following If you have knowledge, let others light their candles in it
Greg Leuchtmann @supergml
27 Followers 64 Following
Tyler LeBaron @TylerLeBaron2
380 Followers 401 Following
Umar @umarnezami
60 Followers 4K Following
Chris Lilly @CLILLY413
40 Followers 259 Following I recently joined Twitter (Jan 2018) because all my friends are doing it. I own a small Mortgage Company (Seafarer Home), sell Real Estate and love Trading.
Gheorghe Rotar @gheorghe_rotar
73 Followers 76 Following
Learnmoney101.com @Learnmoney101_
5 Followers 59 Following Learn, Apply, Evaluate. Devoted to financial education.
rger59 @geroyfl59
123 Followers 752 Following
Judith S @JudithS222
11 Followers 37 Following
Dark Burn @DarkBurn883450
225 Followers 472 Following
Toom @Toom8339
92 Followers 96 Following
ausbildung @yoichiicww
122 Followers 461 Following
Patrick @PatrickSamaann
77 Followers 110 Following
GFlengeris @gflengeris
220 Followers 2K Following Passionate for my Greek culture, love to travel, Rider's fan & Montreal Canadians fan. Enjoy spending time with my family. My opinions are my own. 🇬🇷🇨🇦
RSDallas @TechX85
13 Followers 152 Following
Blake carter @blakecarter71
9 Followers 45 Following
Investor's Compass @InvestorCompass
291 Followers 185 Following Guiding investors in the right direction with the most important stock market news/insights. Reporting what you need to know, cutting out noise.
Ahmet Cetin @AhmetCe91430463
133 Followers 446 Following
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Danielle DiMartino Bo.. @DiMartinoBooth
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Liz Ann Sonders @LizAnnSonders
412K Followers 681 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Luke Gromen @LukeGromen
250K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Jeffrey Gundlach @TruthGundlach
318K Followers 4 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Grant Williams @ttmygh
136K Followers 925 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
🇺🇸 Kyle Bass �.. @Jkylebass
288K Followers 2K Following Environmentalist and CIO Hayman Capital Management 🇺🇸Happy to Block ccp Twitter bots, Fan of Democracy, Rule of Law, and National Security. Life Member CFR
Jesse Felder @jessefelder
165K Followers 120 Following "I'm just lookin' for clues at the scene of the crime..."
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
Dario Perkins @darioperkins
59K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Dougie Kass @DougKass
114K Followers 4K Following Seabreeze Capital Partners LP https://t.co/49PAROHCBl
Rosenberg Research @RR_Insights
131 Followers 1 Following The official Twitter account for Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Marko Papic @Geo_papic
44K Followers 87 Following Chief Strategist at Clocktower Group. Author of Geopolitical Alpha. Views on Twitter are my own.
Mark Zandi @Markzandi
30K Followers 143 Following Chief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
Cory Venable CMT @CoryLVenable
2K Followers 108 Following Principal, Market Analyst & Portfolio Manager Venable-Park Investment Counsel Inc., Dad, Ex. Military/U.N Peacekeeper & Immunology rookie.
Sara Eisen @SaraEisen
178K Followers 830 Following @CNBC @Squawkstreet 10am-noon. first love: foreign exchange https://t.co/qXFexFVjsH
Charlie Cook @CharlieCookDC
56K Followers 557 Following Non-partisan political analyst. Founder and Contributor to The Cook Political Report with Amy Walter, political analyst for National Journal and NBC News.
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
Jonathan Burton @MKTWBurton
8K Followers 2K Following Columnist & commentary editor, https://t.co/PSCi6UAiiR. Investment strategies & trends, market bubbles, investor (mis)behavior, money uses & abuses, unusual suspects.
CMC Markets @CMCMarkets
31K Followers 353 Following Multi-award-winning CFD trading platform. 30+ years of dedication in helping clients master their craft & find their flow. 69% of retail CFD accounts lose money
Amy Walter @amyewalter
209K Followers 2K Following Publisher & Editor-in-Chief, Cook Political Report with Amy Walter. Cycling enthusiast. Lover of all things summer.
munkdebate @munkdebate
26K Followers 323 Following The Munk Debates provide a lively and substantive forum for leading thinkers to debate the most pressing issues of our time.
Squawk Asia @asiasquawkbox
2K Followers 114 Following Hosted by @martinsoong and @cnbcsri - your place for in-depth financial market analysis
Oxbow Advisors - Ted .. @Oxbow_Advisors
3K Followers 289 Following Our common sense approach to investing by emphasizing preservation of capital and growth. Social Media & YouTube Disclosure: https://t.co/tUYYNa5a9H
Martin Soong @MartinSoong
6K Followers 4K Following CNBC Anchor | 7-Time Winner Asian Television Awards | Emerging Asia, Politics, Economics, Military, Markets | On The Road Reportage
Lyn Alden @LynAldenContact
677K Followers 754 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
DoubleLine Capital @DLineCap
20K Followers 6 Following DoubleLine is an investment management firm and investment adviser. @ShermanShowPod @DLineChannel11 @DLineMinutes @DLineFunds https://t.co/s3F7La18pB
The Empire Club @Empire_Club
4K Followers 2K Following EST. 1903 - Presenting global influential leaders from business, labour, education & government through events 🗣🇨🇦
Barry Habib @barryhabib
9K Followers 784 Following
Financial Times @FinancialTimes
7.5M Followers 1K Following This account is now closed. For the best of FT journalism, including breaking news and analysis, follow @ft
Patrick W. Watson @PatrickW
69K Followers 37K Following Economics journalist, editor @MauldinEcon. Opinions mine. Mastodon: @[email protected]. Also on Threads (pwwatson) and Bsky (patrickww).
Pippa Malmgren @DrPippaM
64K Followers 13K Following https://t.co/JKqP6hroVs - where I write on economics, geopolitics and tech. Award-winning author, Fmr US Presidential Advisor + tech entrepreneur Φ ☯︎ ∞
Trading Nation @TradingNation
44K Followers 722 Following CNBC's Trading Nation is a community of top traders who come together to make sense of the market. Trading Nation: Where headlines become opportunities!
Financial Post @financialpost
103K Followers 724 Following For more than 100 years, Canada's most trusted source of financial news
FP Investing @fpinvesting
52K Followers 121 Following Follow breaking market news, views from strategists and analysts, and commentary from Financial Post reporters.
Howard Marks @HowardMarksBook
159K Followers 28 Following Co-Chairman & Co-Founder of @Oaktree. Author of #MasteringTheMarketCycle. This account is run by Howard’s team. Howard’s tweets will be signed -HM
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
TheMarket @TheMarket_CH
4K Followers 157 Following Einordnung, Inspiration und Meinung zum Geschehen an den Finanzmärkten.
Pairagraph @pairagraph
3K Followers 253 Following The best debates on the internet: https://t.co/BQtsmRnOYq
Forbes @Forbes
20.0M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/LAKg7gIfDJ
Chrystia Freeland @cafreeland
350K Followers 4K Following Deputy Prime Minister & Minister of Finance / Vice-première ministre et ministre des Finances. Liberal MP for University—Rosedale. Proud mother of three.
Squawk Box @SquawkCNBC
470K Followers 1K Following Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET on CNBC.
Report on Business @globebusiness
126K Followers 380 Following The latest headlines from The Globe and Mail's Report on Business. Share info anonymously with us through SecureDrop: https://t.co/wqZUZhWagJ
Seema Mody @seemacnbc
56K Followers 2K Following Global Markets Reporter @CNBC by way London/Mumbai. Beats: travel & industrials. @CFR_org. Born in Oregon. Tweets are my own.
Dominic Chu @TheDomino
76K Followers 2K Following Senior Markets Correspondent for @CNBC. Now you know & knowing is ½ the battle! Tweets mine, retweets ≠ endorsements.
Becky Quick @BeckyQuick
336K Followers 992 Following Squawk Box on CNBC. Former WSJ reporter & Fortune columnist. Loeb Awards finalist judge. ECNY board. Rutgers grad.
Kelly Evans @KellyCNBC
44K Followers 1K Following CNBC anchor of "The Exchange" and “Power Lunch.” Sign up for my newsletter (LINK BELOW), & show podcast. Crazy home life on Instagram “realkellyevans”
Melissa Lee @MelissaLeeCNBC
188K Followers 2K Following Host of @CNBCFastMoney and @OptionsAction on @cnbc. One-time holder of a legacy blue check.
GRANT'S @GrantsPub
58K Followers 649 Following Grant's Interest Rate Observer, an independent, value-oriented and contrary-minded journal of the financial markets.
National Post @nationalpost
1.1M Followers 214 Following News, analysis and commentary by the National Post.
The Hub Podcast @HubCAPodcast
7K Followers 1 Following Follow @thehubcanada podcast to hear big thinkers in conversation on the important issues of our time. More information at https://t.co/Zd0ozvIYTz
Mark Cuban @mcuban
8.8M Followers 2K Following Dunking on the pharma industry with @costplusdrugs.com, the lowest prices on meds anywhere. check it out !
Peter Schiff @PeterSchiff
1.0M Followers 297 Following Chief Economist & Global Strategist https://t.co/X35usGhhgW, Chairman https://t.co/Ib5G6n78js, Founder https://t.co/a2VnvnhiKN, Host https://t.co/YAV1Kdqb51
Jim Rickards @JamesGRickards
338K Followers 2K Following NY Times bestselling author: Sold Out, The New Great Depression, Aftermath, The Road to Ruin, Death of Money, Currency Wars, The New Case for Gold.On this week’s episode of the Rosenberg Round-Up, we assess the latest cross-currents in the housing data and update our thoughts on the regional banks a year after the crisis. podcasters.spotify.com/pod/show/rosen…
We received so much positive feedback from our client base on our recent chart package, that we decided to make a subset of it available to the public on LinkedIn. To access the full report, please send us an email at [email protected] web.rosenbergresearch.com/4axY5KW
On this week’s episode, we provide some color and caution regarding the ticking time bomb in the USA otherwise known as structural deficits and debts. Tune in to the Rosenberg Round-Up to hear our thoughts and a breakdown of the latest Fed meeting. podcasters.spotify.com/pod/show/rosen…
The 10-year T-note yield is taking a serious stab at both the 100- and 200-day moving averages at 4.2%. A break here could set us up for a move to the recent double-bottom of 3.8%-3.9%.
Our March Strategizer was just released and so I decided to do another deep dive into what our models are suggesting for the year ahead, specifically the risk/reward profile we are seeing for U.S. Equities, Gold, Bonds, and Emerging Markets. Watch below: youtube.com/watch?v=403FXl…
Bitcoin glitters, but is it gold? Tune in to the Rosenberg Round-Up to hear our thoughts, as well as our analysis on today's NFP number. Available for listening on Spotify and Apple Podcasts: podcasters.spotify.com/pod/show/rosen…
My team's latest podcast episode digs into the “Choose Your Own Adventure” Economy. Available for listening on Spotify and Apple Podcasts: spotifyanchor-web.app.link/e/FPnKdkvaCHb
I joined Peter Boockvar and Yra Harris as part of a roundtable discussion late last week. The entire call is worth listening to, but my favorite part was at the very end, when I compared the current state of the world to 2000 and 2007. youtube.com/watch?v=KG_HSa…
My team's latest podcast episode details why the Magnificent Seven might just be the new Nifty Fifty. Available for listening on Spotify and Apple Podcasts: podcasters.spotify.com/pod/show/rosen…
In case you missed last week's episode of the Rosenberg Round-Up (which features yours truly), you can tune in here: podcasters.spotify.com/pod/show/rosen…
David Rosenberg @EconguyRosie makes his debut on the pod! We discuss the economy, divergences in the data, why he's still in the recession camp, his bullish call on bonds, and more. youtu.be/SxYWo7glTao?si…
My latest personal note serves as a reminder that having a backup plan is not just a good idea, but it's essential to success. As I was advised long ago, "If you don't have a Plan B, you don't have a plan." linkedin.com/pulse/you-dont…
It’s laughable to hear economists blame retail sales on the weather. Where were they last month when balmy December gave a false glow on all the numbers?
My team's latest podcast episode, where we cover the debt addicted consumer and why we are not worried about a Fed undershoot, is now live! Listen now on Apple Podcasts and Spotify: podcasters.spotify.com/pod/show/rosen…
The Magnificent 7 drove the S&P 500 last year while the remaining 493 companies fell by the wayside. This year will be a different story, with earnings growth for both segments set to change course… good news for value investors!
Are emerging markets about to emerge? Watch my analysis of the latest movements in the Strategizer model below: youtube.com/watch?v=qbec4E…
We have now endured 15 straight months of sub-50 ISM readings. This takes out the 11-month string during the GFC. In fact, at no time since 1950 did this happen without being in, or heading into, an official recession.
Unbeknownst to the bond market, payrolls actually plunged -550k in January when the shrinking workweek is factored in.
Adding to the mystery of the jobs surge is that all the growth was part-time and the best that +353k could do was generate 0% income growth.
Trends for United States
You might like
