All posts about David Rosenberg
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DX News Bits: DMX, Christina Milian, David Rosenberg
Mar 02, 2010Friday, February 26. Jay-Z’s involvement with the Aqueduct racino project has just taken another low blow. David Rosenberg, Jay-Z’s partner in the project, is under investigation following reports that a collection agency he owns has become too aggressive with consumers. The... by hiphopdx.com/index/news | related posts
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David Rosenberg: Here's Why An Economic Rebound Won't Save Us From A...
Mar 01, 2010David Rosenberg: Here's Why An Economic Rebound Won't Save Us From A...In his latest Breakfast With Dave letter, David Rosenberg does some back-of-the-napkin math to show why a mere re-acceleration of the economy won't be enough to save us from a deficit calamity: I get asked all the time why anyone should get nervous over the fiscal backdrop since so... by businessinsider.com/clusterstock | related posts
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David Rosenberg: Get Ready For The FHA To Go Completely Bust And The...
Feb 23, 2010David Rosenberg: Get Ready For The FHA To Go Completely Bust And The...credit of the United States government. Which means that we're all on the hook for the FHA's mistakes. Today, David Rosenberg's note touched on this and the potential implications: We have a contact in the mortgage business who took a good hard look at the delinquency data from... by businessinsider.com/clusterstock | related posts
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David Rosenberg: The Era Of The Green Shoots Is Officially Dead
Feb 18, 2010A recent note from Gluskin Sheff's David Rosenberg does a nice job characterizing the tenor of the market right now. As he puts it: The Era Of The Green Shoot Is officially Dead What more can you say? Back in April of last year, a -0.3% print on retail sales would have been reason... by businessinsider.com/clusterstock | related posts
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David Rosenberg's view of 2010
Feb 17, 2010Investors are growing more risk averse as they question the macroeconomic outlook as the government withdraws its support. Moreover, as last year’s sugar high continues to wear off, what we can expect to see is a return to what can only be described as heightened volatility in the markets, and the need to shift... by vigilantgrandpa.blogspot.com | related posts
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David Rosenberg: I Admit It, Yesterday's ISM Was A Great Number, And A...
Feb 02, 2010David Rosenberg: I Admit It, Yesterday's ISM Was A Great Number, And A...Today, David Rosenberg makes some rare, un-alloyed positive comments relating to yesterday's big ISM number . ---- ISM ROARS AND SOARS ISM soared to 58.4 in January from 54.9 in December — the consensus was looking for a dip to 54.5. This is the strongest reading since August 2004... by businessinsider.com/clusterstock | related posts
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David Rosenberg: The Market Is Becoming Discriminating, A Rising Tide...
Jan 21, 2010David Rosenberg: The Market Is Becoming Discriminating, A Rising Tide...The big decline yesterday (and today) are clear signs that the market is no longer in a "rising tide lift all boats" mood, says David Rosenberg. The market will actually need to see good news in order to rally.: Once again, the fact the stock market finished the day lower –... by businessinsider.com/clusterstock | related posts
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David Rosenberg: Look Around, Nobody Has Any Pricing Power
Jan 19, 2010David Rosenberg: Look Around, Nobody Has Any Pricing PowerInflation or deflation? Perhaps no debate has the power to divide the investing and economic community. Gluskin-Sheff economist David Rosenberg has been banging the deflation drum for awhile, despite all the talk of a "reflation trade" and the Fed's commitment to expand the... by businessinsider.com | related posts
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David Rosenberg: Good Luck Renting Out Your Home!
Jan 15, 2010David Rosenberg: Good Luck Renting Out Your Home!David Rosenberg included this two charts in his daily note, which you can sign up for here . They're pretty self-evident. If you're a landlord you're screwed. Join the conversation about this story » See Also: Wait, Are You Really Surprised That Banks Never Modeled A Housing... by businessinsider.com/clusterstock | related posts
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David Rosenberg: "Uh-Oh" It's A Double Dip In Housing
Jan 12, 2010David Rosenberg: Uh-Oh It's A Double Dip In HousingDavid Rosenberg is back on housing, and has an interesting non-Case Shiller chart to show you: Home prices: There remains a glut of at least two years supply on the market when the ‘shadow’ foreclosed housing inventory data are included in the calculation and home prices on... by businessinsider.com/clusterstock | related posts
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David Rosenberg Says Stocks Are Way Overvalued, But Be Wary Of His...
Jan 11, 2010David Rosenberg Says Stocks Are Way Overvalued, But Be Wary Of His...(This guest post originally appeared at the author's blog ) A recent research note from Gluskin Sheff’s David Rosenberg highlights the high valuation, high sentiment, and technicals of the equity markets to highlight his bullish case: Fully 85% of S&P 500 stocks are now... by businessinsider.com/clusterstock | related posts
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David Rosenberg: Forget The Unemployment Rate, The Real Nightmare Is The...
Jan 08, 2010David Rosenberg: Forget The Unemployment Rate, The Real Nightmare Is The...David Rosenberg has A LOT to say about this morning's miserable jobs report. Actually, in his latest note he unloads a whole bunch of charts to show that the unemployment rate is even worse than you think it is. Here they are in all their glory. The most striking one, we think, is... by businessinsider.com/clusterstock | related posts
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