The peak of this latest raging Bull comes when Rosie throws in the towel on being a Bear... Looks like the rally (market dispersion) is in it's early innings! ;)
The yield curved just un inverted in September, we we are on recession watch. Inflation numbers up, spending down, housing heading down, rents heading down. We shall see if it corrects downward where it needs to.
What I get from him is: 1. I thought smarter than everyone else 2. Everyone else doesn’t know what I know therefore they are just lucky 3. Denial denial denial 4. Sooner or later I’ll be right 5. I have many books “Your Ideas Are Not Your Identity”: Adam Grant in his book Think Again David could perhaps use a lesson in humility in admitting being wrong at forecasting instead of showing his self-brilliance bias? He lost his clients so much $$$
The problem is the us government buys in when things go bad so there is no incentive to gamble on a downturn thus things will just keep going up until the government can’t pay its debts when they become due, they will print more money and inflation is going to keep the price of the stock market going up
Do I dare say “fade the rose?” Couple years ago, he said inflation was transitory, with Powell. Now, he’s saying inflation will NOT be allowed to show up. Idk rosey.
when you understand how liquidity is mfg and are familiar with a wyckoff method, you begin to understand the power of momentum and the opportunity cost of a marketplace that is inefficient.
It is highly unlikely that US productivity is growing at 2% per annum. The calculation probably include the output of illegal immigrants but leaves them out of the denominator.
Hard to believe how little he understands the basics of economics… I used to think he was one of the best economists on the Street😂🤣 Knowing history & rattling off data won’t give you insight 😂🤣you put your money where your mouth is & suffer thru hell to get that insight😂🤣u ain’t it 😂🤣 He belongs on the sell side bc his dumb institutional clients won’t challenge him😂🤣
Ok, guys, we are nearly at the top.
When I heard him say.. "Maybe... it's not a bubble", my heart sank.
The biggest bear of the past 4 years has caved. This bull market has bent the knees of all. We are very near a top.
I thought the same thing
He needs to go on CNBC and Bloomberg next week and emphatically say the business cycle has been officially repealed!!!
The peak of this latest raging Bull comes when Rosie throws in the towel on being a Bear... Looks like the rally (market dispersion) is in it's early innings! ;)
Precisely said, this means we are at the top. Don't cave in now Dave, you know better
Wow, didn’t expect that… the last perma- bear lays down his sword. It’s gotta be close now 📉
I admire Mr. Rosenberg's ability to adapt and accept that stonks only go up.
The yield curved just un inverted in
September, we we are on recession watch. Inflation numbers up, spending down, housing heading down, rents heading down. We shall see if it corrects downward where it needs to.
That’s not true!
David Rosenberg throwing the towel is the signal; shorts all over now.
Thank you, Dave. Another good show. Best wishes, MacroVoices.
He needs to say, "the business cycle has been repealed."
LOL he sound like he got yelled at by his mom. "GO APOLOGIZE AND PLAY NICE!"
What I get from him is: 1. I thought smarter than everyone else 2. Everyone else doesn’t know what I know therefore they are just lucky 3. Denial denial denial 4. Sooner or later I’ll be right 5. I have many books
“Your Ideas Are Not Your Identity”: Adam Grant in his book Think Again
David could perhaps use a lesson in humility in admitting being wrong at forecasting instead of showing his self-brilliance bias? He lost his clients so much $$$
You have now officially heard from Admiral Wrong Way Peach Fuzz.
Wow, Rosie threw his permabear towel. Market crisis dead ahead.
Tell Rosie that inflation is expansion of the money supply ie manifestation of the deficit and debt default.
What is the link to the new long and short option channel?
th-cam.com/play/PL3BIQDNErKge-SiihR4cXmXhAWfOWL0mQ.html
The problem is the us government buys in when things go bad so there is no incentive to gamble on a downturn thus things will just keep going up until the government can’t pay its debts when they become due, they will print more money and inflation is going to keep the price of the stock market going up
How convenient Dave !!
How to get out of the 1 trillion interest expense? Roll them at lower rates. Same as we do with options.
Do I dare say “fade the rose?” Couple years ago, he said inflation was transitory, with Powell. Now, he’s saying inflation will NOT be allowed to show up. Idk rosey.
when you understand how liquidity is mfg and are familiar with a wyckoff method, you begin to understand the power of momentum and the opportunity cost of a marketplace that is inefficient.
Still need Peter Schiff to capitulate into crypto😂
Rosie is high
So it is different this time?
It is highly unlikely that US productivity is growing at 2% per annum.
The calculation probably include the output of illegal immigrants but leaves them out of the denominator.
When George Gammon was bullish it would collapse :)
"If we get inflation......He has been calling for a recession killing any inflation since 2021. Go listen to his May 2021 Macrovoices episode!
David just shit on Erik's secular inflation portfolio.
Lower taxes is fiscally conservative from the viewpoint of a republican. The cuts will pass
Oh no... top signal?
This is truly pathetic and in my opinion this is the end of Rosenberg ‘s career or at least his reputation
Finally gave up
This podcast literally caught no trends in equities since I started listening in like 2018. What a bunch of losers
I don't see how Trump is going to increase oil and gas production. It is already at an all time high.
The more I listen the more that I’m in complete disbelief! He is literally caving in on his career macro positions. Truly sad
Hard to believe how little he understands the basics of economics… I used to think he was one of the best economists on the Street😂🤣
Knowing history & rattling off data won’t give you insight 😂🤣you put your money where your mouth is & suffer thru hell to get that insight😂🤣u ain’t it 😂🤣
He belongs on the sell side bc his dumb institutional clients won’t challenge him😂🤣
What a load of guff