Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and… Read the rest
In his role as CIO, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and… Read the rest
Your investment balances might look impressive on screen; however, the nominal climb in asset prices often masks a more sobering economic reality that many mainstream analysts are quick to overlook. Achieving true financial security requires a deeper dive into the… Read the rest
Inflation is rarely a straight line, yet market participants consistently treat it as one, leading to the same analytical pitfalls every single cycle. At Rosenberg Research, we’ve observed that investors often fall into the trap of recency bias, assuming that… Read the rest
The modern investment landscape is often drowned out by what David Rosenberg and Wall Street legend Richard Bernstein call media and hype. In a recent exclusive webcast, these two veteran strategists reunited to discuss why most successful portfolios today aren’t… Read the rest
Stephen Roach is a prominent economist, former Chairman and Chief Economist of Morgan Stanley Asia, and Yale faculty member specializing in macroeconomics and the US-China relationship – with a career spanning Wall Street, academia, and policy research.
Stephen… Read the rest
The global monetary environment is undergoing a profound transformation, led by the world’s most powerful financial institutions. For anyone tracking gold macro research, the signal is clear: the era of holding paper reserves is being replaced by a strategic return… Read the rest
In our latest Webcast with Dave, Henrietta Treyz, Director of Economic Policy at Veda Partners, joined David Rosenberg to provide a provocative look at the rapidly evolving landscape in Washington and the global U.S. macroeconomic outlook. With a career spent… Read the rest
In an era defined by rapid policy shifts and international friction, understanding the intersection of geopolitics and financial markets has never been more critical for the modern investor. Traditional economic models often struggle to account for the unpredictable human behaviour… Read the rest
Mike Rothman is the President and Founder of Cornerstone Analytics, a macro-energy research firm that analyzes key market fundamentals involving supply, demand and geopolitics that influence the price of energy commodities and investment instruments.
Mike previously founded ISI’s… Read the rest