WHO WE ARE
We strive to be the first place investors go to for their economic research and financial market strategy. What makes us unique is our decades of experience in identifying shifts in the global economy, and assessing how they influence the investment landscape. We are the trusted advisor who connects the dots between 'macro' and the 'market', and in so doing helps our clients make well-informed financial decisions.
IN THE NEWS
"Dave is both an incisive and creative analyst. He does not waste time treading over the obvious which makes him unique and valuable."
Founder, Tudor Investment Corporation
"I have found many of Dave’s reports to be insightful and quite compelling."
Businessman, investor, philanthropist
"David’s research is a must-read for me every morning. His willingness to take a contrarian view, always backed up with hard data, is valuable for anyone interested in seeing around corners."
CEO and Portfolio Manager, The Baupost Group
"David Rosenberg’s work excels in breadth, depth, objectivity and usefulness. He incorporates the messages of market movements into a solid academic framework to formulate concrete, actionable investment advice. A succinct description of the value of his work was given by Dave himself in one of his widely read “Breakfast with Dave” memos: “What investors need most….is a detective, not a cheerleader.” Rosie fills that void."
CEO of DoubleLine
"David Rosenberg’s greatest attribute is not his mind, as formidable a piece of analytical equipment as it is. Nor is it his superlative forecasting record, as enviable as that is. His greatest attribute is rather his heart. He forms his views without fear and without favor, and he is unshakable when he thinks he’s found the truth, which he so often does."
Writer and Publisher of Grant's Interest Rate Observer
"I have followed David's research for decades and have constantly found it to be honest, informative and thought-provoking. His greatest contribution for me is his ability to take his economic wisdom to a completely different level for investors, one that helps guide them in their financial decision-making process."
Former Goldman Sachs Partner Chairman, CEO and Founder of the Omega Family Office