All posts about Gluskin Sheff
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Rosenberg on commodities and the dollar
Feb 05, 2010David Rosenberg of Gluskin Sheff offered the following warning today about the future course of the trade-weighted U.S. dollar and its historical relationship with commodity prices. We are still long-term fans of the commodity complex and precious metals but again, the charts are... by themessthatgreenspanmade.blogspot.com | related posts
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Retail fails
Jan 15, 2010Retail failsDavid A. Rosenberg is Chief Economist & Strategist at Gluskin Sheff ,where he focused on providing a top-down perspective to the Firm’s investment process. Prior to joining Gluskin Sheff, David was Chief North American Economist at Bank of... by ritholtz.com/blog | related posts
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Rosenberg: Labor Market Still Abnormal
Feb 05, 2010David Rosenberg of Gluskin-Sheff up in Toronto, peers down at the jobs numbers from January out today and calls this labor market “abnormal.” As Rosenberg points out, 24 months after a recession starts — this one began in December, 2007, by the National Bureau of... by blogs.barrons.com/stockstowatchtoday/#mod=BOL_hpp_stw | related posts
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The state of the union
Dec 09, 2009It ain’t so hot, says David Rosenberg of Gluskin Sheff: Things are so good in the U.S.A. that President Obama’s approval rating just sank to a new low for any president at this post-election juncture and Treasury Secretary Geithner is now seeking to have the $700 billion TARP... by blogs.reuters.com/james-pethokoukis | related posts
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The sweet spot is over
Dec 08, 2009David A. Rosenberg is Chief Economist & Strategist at Gluskin Sheff , with a focus on providing a top-down perspective to the Firm’s investment process. Mr. Rosenberg has earned both Bachelor of Arts and Master of Arts degrees in Economics from the University of Toronto.... by ritholtz.com/blog | related posts
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Fun fact of the day
Nov 10, 2009DAVID Rosenberg of Gluskin Sheff offers this statistic, which I haven't seen referred to before. Apparently, there is a 70% inverse correlation between the direction of government deficits-to-GDP and the market's price-earnings ratio; in other words, when deficits are rising, the... by economist.com/blogs/buttonwood | related posts
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Fun fact of the day
Nov 10, 2009DAVID Rosenberg of Gluskin Sheff offers this statistic, which I haven't seen referred to before. Apparently, there is a 70% inverse correlation between the direction of government deficits-to-GDP and the market's price-earnings ratio; in other words, when deficits are rising, the... by economist.com/blogs/buttonwood | related posts
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Dave’s furious
Oct 02, 2009By all accounts, David Rosenberg of Gluskin Sheff is an understated fellow - humorous, self-deprecating, softly-spoken and quietly ironic. Yet it is easy to read one of his "Breakfast (or Lunch, or Tea) with Dave" missives, dispatched daily to clients and fans, and imagine a... by ftalphaville.ft.com/blog | related posts
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Does Washington really get the jobs crisis?
Nov 27, 2009David Rosenberg of Gluskin Sheff doesn’t think so: These attempts to stimulate consumption at a time when household spending relative to GDP is already at an all-time high are not going to carry much of a multiplier impact. There is a youth unemployment crisis, a skills crisis,... by blogs.reuters.com/james-pethokoukis | related posts
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Rosenberg: Here's Why Unemployment Is Going To 13%
Nov 11, 2009Rosenberg: Here's Why Unemployment Is Going To 13%Earlier this week, Gluskin-Sheff economist David Rosenberg grabbed headlines when he said unemployment could go as high as 13%. Today he spells out his reasoning: There are serious structural issues undermining the U.S. labour market as companies continue to adjust their order... by businessinsider.com/clusterstock | related posts
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Poor Dave
Oct 15, 2009Much as we love him, we must report that Gluskin Sheff's David Rosenberg has finally lost it. Here's the evidence - from his latest "Breakfast with Dave" note to clients on Thursday: So far, the backup for the U.S. 10-year Treasury note yield is a 38% Fibonacci retracement of the... by ftalphaville.ft.com/blog | related posts
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The secret to our success
Oct 27, 2009The secret to our successIn today's commentary at Gluskin Sheff , David Rosenberg explains, among many other things, the secret to the banking sector's recent earnings success and the secret to Washington's ability to continue borrowing mind-boggling sums of money. In answer to the question of what the... by themessthatgreenspanmade.blogspot.com | related posts
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