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
Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein is a member of the firm’s Investment Committee which… Read the rest
As the year draws to a close and the holiday season arrives, the entire team at Rosenberg Research takes a moment to pause and reflect. This time of year isn’t just about celebration; it’s a time to look back on… Read the rest
Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is the Chairman of the GMO Board of Directors, a partner of the firm, and… Read the rest
Neil Howe is a portfolio manager at Hedgeye Asset Management and director of Hedgeye’s demography sector. Before Hedgeye, he was for many years an advisor on public policy for the Blackstone Group. A bestselling author and acclaimed speaker,… Read the rest
Henrietta has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the COVID-era stimulus bills, the… Read the rest
If you’re watching gold hit new highs and wondering what you’re missing, you’re not alone. This isn’t just a short-term trade; we’re in the midst of a generational, structural gold bull market that began in 1999 and is far from… Read the rest
When Jeffrey Gundlach speaks, the investment world listens. Known as the “Bond King,” Gundlach blends technical mastery with blunt, data-driven realism—offering clarity in markets that often feel chaotic. In his latest appearance on Webcast with Dave on October 10th, 2025,… Read the rest
When it comes to investing, timing is everything. While reacting to market shifts is a necessity, the true competitive edge comes from anticipating them. But how can you move away from reacting to forecasting in a landscape filled with conflicting… Read the rest
Analyzing and reviewing raw data can be overwhelming for even the most experienced investors. Numbers and spreadsheets often fail to capture the nuances of market dynamics, making it challenging to spot subtle trends or correlations. That’s where investment market analysis… Read the rest
As the year draws to a close and the holiday season arrives, the entire team at Rosenberg Research takes a moment to pause and reflect. This time of year isn’t just about celebration; it’s a time to look back on… Read the rest 
If you’re watching gold hit new highs and wondering what you’re missing, you’re not alone. This isn’t just a short-term trade; we’re in the midst of a generational, structural gold bull market that began in 1999 and is far from… Read the rest 
When Jeffrey Gundlach speaks, the investment world listens. Known as the “Bond King,” Gundlach blends technical mastery with blunt, data-driven realism—offering clarity in markets that often feel chaotic. In his latest appearance on Webcast with Dave on October 10th, 2025,… Read the rest 
When it comes to investing, timing is everything. While reacting to market shifts is a necessity, the true competitive edge comes from anticipating them. But how can you move away from reacting to forecasting in a landscape filled with conflicting… Read the rest 
Analyzing and reviewing raw data can be overwhelming for even the most experienced investors. Numbers and spreadsheets often fail to capture the nuances of market dynamics, making it challenging to spot subtle trends or correlations. That’s where investment market analysis… Read the rest