All posts about David Rosenberg

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

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

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

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

Inflation 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

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

David 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

(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

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