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
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
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
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
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
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
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
Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms.
At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the rest
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
Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein is a member of the firm’s Investment Committee which… Read the rest
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 
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 
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 
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 
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 
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 