Rosenberg Research https://www.rosenbergresearch.com Thu, 07 May 2026 20:49:39 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.5 https://www.rosenbergresearch.com/wp-content/uploads/2025/03/cropped-Site-Icon2-32x32.webp Rosenberg Research https://www.rosenbergresearch.com 32 32 Featuring Special Guest – Katie Stockton https://www.rosenbergresearch.com/2026/04/15/featuring-special-guest-katie-stockton/ Wed, 15 Apr 2026 18:57:00 +0000 https://www.rosenbergresearch.com/?p=10348 About Katie

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

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]]> About Katie 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

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]]> Featuring Special Guest – Peter Boockvar https://www.rosenbergresearch.com/2026/04/15/featuring-special-guest-peter-boockvar-3/ Wed, 15 Apr 2026 18:52:43 +0000 https://www.rosenbergresearch.com/?p=10345 About Peter

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

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]]> About Peter 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

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]]> Inflation and Investing | Protecting Your Portfolio from the Erosion of Purchasing Power https://www.rosenbergresearch.com/2026/04/10/inflation-and-investing-protecting-your-portfolio-from-the-erosion-of-purchasing-power/ Fri, 10 Apr 2026 11:04:00 +0000 https://www.rosenbergresearch.com/?p=10336 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

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]]> Why Markets Misread Inflation and What Investors Often Miss https://www.rosenbergresearch.com/2026/04/06/why-markets-misread-inflation-and-what-investors-often-miss/ Mon, 06 Apr 2026 11:47:58 +0000 https://www.rosenbergresearch.com/?p=10290 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

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]]> Dave Talks with Richard Bernstein: Navigating the Noise and the Case for Boring Investments https://www.rosenbergresearch.com/2026/03/26/dave-talks-with-richard-bernstein-navigating-the-noise-and-the-case-for-boring-investments/ Thu, 26 Mar 2026 11:24:57 +0000 https://www.rosenbergresearch.com/?p=10287 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

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]]> Featuring Special Guest – Stephen Roach https://www.rosenbergresearch.com/2026/03/19/featuring-special-guest-stephen-roach-2/ Thu, 19 Mar 2026 14:16:05 +0000 https://www.rosenbergresearch.com/?p=10222 About Stephen

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

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]]> About Stephen 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

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]]> Why Central Bank Gold Buying Strategy is Rewiring the Macro Playbook https://www.rosenbergresearch.com/2026/03/04/why-central-bank-gold-buying-strategy-is-rewiring-the-macro-playbook/ Wed, 04 Mar 2026 11:53:00 +0000 https://www.rosenbergresearch.com/?p=10242 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

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]]> Dave Talks with Henrietta Treyz on U.S. Economic Policy Outlook https://www.rosenbergresearch.com/2026/02/24/dave-talks-with-henrietta-treyz-on-u-s-economic-policy-outlook/ Tue, 24 Feb 2026 11:37:00 +0000 https://www.rosenbergresearch.com/?p=10240 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

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]]> Navigating the Multipolar Shift: Marko Papic on Geopolitics and Long-Term Market Trends https://www.rosenbergresearch.com/2026/02/11/navigating-the-multipolar-shift-marko-papic-on-geopolitics-and-long-term-market-trends/ Wed, 11 Feb 2026 11:04:00 +0000 https://www.rosenbergresearch.com/?p=10238 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

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]]> Featuring Special Guest – Mike Rothman https://www.rosenbergresearch.com/2025/12/23/featuring-special-guest-mike-rothman/ Tue, 23 Dec 2025 16:30:41 +0000 https://www.rosenbergresearch.com/?p=9922 About Mike

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

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]]> About Mike 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

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