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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.

High rates will lead to a consumer-lead recession, more severe than people think: David Rosenberg
Demand for ‘fun and games spending’ will subside over next year, says David Rosenberg
Surveillance: David Rosenberg says that the development of AI will mean the fiscal system will need revamping.
David Rosenberg of Rosenberg Research says that the development of AI will mean the fiscal system will need revamping.