Economic Research for Informed Investing

Our flagship product, Breakfast with Dave, is an in-depth look into the global financial markets and the economy. Subscribers will have access to Dave’s deep data analysis and assessments of “big picture” trends, and his advice on how to invest around them.

This is Rosenberg Research’s first report of the day and generally is published by 8:00 a.m. EST. It provides a synopsis of the key market-moving events and data that were released overnight, and includes Dave’s thoughts on how the day ahead will evolve from an investment perspective.

A monthly model-driven report, well suited for active investors. The Strategizer is an effective risk-management tool, providing scorecards and expected future returns for global stock markets, equity sectors, bonds and currencies.

Dave and his team of economists and strategists publish in-depth reports that tackle important secular themes which will shape the future of investing. We cover a broad array of issues, ranging from life after the pandemic, to climate change, to demographic shifts, to inflation/deflation, to China as a rising source of global economic instability.

For these webcasts, David is joined by industry and market thought-leaders, to share their views on the investment landscape and the economic outlook. Featured guests include luminaries such as Niall Ferguson, Leon Cooperman, Howard Marks, Bob Farrell, and Scott Minerd.

The weekly technical package is comprised of a series of charts and analysis across various equity markets, sectors, fixed-income, commodities and currencies. This product, which identifies buying and selling opportunities, serves as a valuable backstop to our fundamental research.

The Buffet is exactly as advertised: a compilation of actionable investment ideas, pulled from the past week’s Breakfast with Dave daily reports.

This event-based report offers analysis of breaking news and/or data releases that are affecting the markets and your investments in real time.

Charts with Dave provides regular access to our latest slide deck. Those who have seen Dave’s slide presentations in person know that his material is unique and informative. The charts are forward-looking and each one has an actionable investment theme.