Inflation and Investing | Protecting Your Portfolio from the Erosion of Purchasing Power

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

Why Markets Misread Inflation and What Investors Often Miss

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

Dave Talks with Richard Bernstein: Navigating the Noise and the Case for Boring Investments

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

Why Central Bank Gold Buying Strategy is Rewiring the Macro Playbook

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

Dave Talks with Henrietta Treyz on U.S. Economic Policy Outlook

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

Navigating the Multipolar Shift: Marko Papic on Geopolitics and Long-Term Market Trends

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

Happy Holidays from Rosenberg Research: A Year of Clarity and Conviction

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

Is Your Portfolio Ready? Decoding Gold’s Investment Outlook

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

Behind the Mic: What Makes Jeffrey Gundlach’s Market Commentary So Impactful?

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

How Proprietary Models Can Forecast Economic Turning Points

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

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