David Rosenberg
David Rosenberg is chief strategist for Gluskin Sheff + Associates Inc., and a guest columnist for Globe Investor and Report On Business
Endure volatility with a cautious investment strategy
Laggards such as health care, staples, utilities, and telecom services should regain leadership
Interest rate hike this summer?
Don't count on it. For the Bank of Canada to raise rates before the middle part of 2011 would be totally inconsistent with its current forecast
Can both the economists and strategists be right?
A 36-per-cent surge in profits expected by the consensus would typically require a 14-per-cent boom in nominal GDP
Selling from retail investor will outlast buying from hedge funds
Private investors are not being lured by Wall Street research and the media into adding to their already overweight equity positions
Some year-ahead prognostications
This time from my gut, because this cycle has nothing in common with the other recessions of the post-Second-World-War era
Floating high on a delicate housing bubble
If being 15-per-cent to 35-per-cent overvalued isn't a bubble, then it's the next closest thing
Currency minters put shine on gold
Gold's allure comes down to scarcity in a world awash with government-minted cash
Don't loathe lofty Canadian dollar
A strong dollar is good for our purchasing power and living standard
Making a case for Canada and commodities
It's all about the shifts in the supply and demand curve
David Rosenberg on the aftermath of a bubble bust
Bernanke says the recession's likely over, but history tells us it takes an unusually long time to embark on the next sustainable expansion
