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Breakfast with Dave

May 3, 2021 @ 5:42 pm

A monthly report designed to produce actionable investment ideas based on our proprietary models. The report covers a wide range of asset classes and sectors and will help investors identify shifts and opportunities in the investment landscape.

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Dave's Personal Notes

On Kindness 

December 22, 2021

This was a rough year for everything outside the equity market and I say good riddance to 2021 just as […]

News and Media

Housing Heads The Myriad Vulnerabilities Facing Canadian Households

December 3, 2021

News and Media

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

December 2, 2021

News and Media

To Bet On Inflation Is To Bet Against Human Ingenuity

November 23, 2021

News and Media

CNBC: David Rosenberg’s Deflation Case

November 4, 2021

News and Media

The Sectors Best-Positioned To Outperform In A Cost-Push Environment

November 3, 2021

News and Media

BNN: I’m Not In The Runaway Inflation Camp

November 2, 2021


The Technical Picture with Keith Edwards

October 25, 2021

On these webcasts, our technical strategist Keith Edwards highlights some of the major trends and shifts that his keen eye […]

News and Media

Where The Risks Lie For Investors In The Global Energy Crunch

October 22, 2021

Dave's Personal Notes

Winning, not Whining: Overcoming Fear and a Tip of the Bottle to Leslie Rudd

October 20, 2021

When I’m asked how I got through these past twenty months of the pandemic with my sanity intact, the answer […]

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