Market Moves
Elevated Stock Valuations Will Not Stay High for Long, Says Market Sage
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
Tag: David Rosenberg
Asset Allocation
‘No Landing’ Economy? Can’t Happen, Says LPL Savant
It “makes no sense” for things to just dither along with no changes, insist Jeffrey Roach and other Wall Streeters.
Risk
Hedge Funds Embark on a Short-Selling Spree in This Bear Market
They are now slightly profitable, while every other asset class is getting creamed.
Risk
Inflation, the Public’s Main Bogeyman, Is Peaking, Says Wall Street Savant
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
Market Moves
Say What? Long-Time Bear Becomes Bullish on the Economy
Growing household savings and unspent stimulus money buoy David Rosenberg, former Merrill economist.