David Rosenberg

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David Rosenberg: This Is How We Get To $2,750 Gold





"If the USA were to go back to a 40% ratio of gold reserves to money supply (using the monetary base), where it was a century ago when the Fed was first created, from 17% currently, that would equate to three years’ supply of bullion, and alone take the gold price up to $2,750/ounce, based again on our research on price sensitivities to central bank buying activity." - David Rosenberg

 
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Meet The Latest Gold Bull: David Rosenberg?





We have recently stated that it is our belief that at this point any excess liquidity pumped into the system (see the prior report from Goldman on the debt ceiling, in which the investment bank presents some ideas on how the Treasury (never mind the Fed) can increase liquidity in the market by reducingobligations until such time as (if) the Congress votes to raise the debt cap) will likely go to chase n ot so much returns in credit or equity markets, but directly to appreciate the price of gold. Reading through Rosie's Breakfast with Dave piece from earlier, leads us to believe that the strategist may have jumped on the dollar bull bandwagon.

 
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David Rosenberg's Special Report





While we disagree that Rosenberg has anything to defend against, be it strategy critics or vapid iconoclasts who mimic whatever they overhear during dinner conversations, the report below is a must read for those unacquainted with David Rosenberg's work, who would like to catch up to the key issues that one of the best economists discusses on a day to day basis.

 
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David Rosenberg: This Is Your Last Chance





The growing divergence between lower 10 year Treasury yields and higher equity prices continues.

 
Tyler Durden's picture

David Rosenberg On Today's Straight Line Ramp To 1,000





"The government has its hands in 40% of the economy and when public sector officials can influence how banks can value their assets, how mortgage servicers should be doing their business, who shall fail in the financial industry and who shall not; and when we have a central bank that is not just the lender but the market of last resort, even for RVs, and a government willing to run up its deficit to levels that would have made FDR blush, then perhaps we can end up seeing a recovery occur sooner than we had thought."

 
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David Rosenberg, Shockingly, Realistic





David Rosenberg on the mother of all jobless recoveries

 
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David Rosenberg: "600-840 On The S&P"





"David Rosenberg can't be bargained with. He can't be reasoned with. He doesn't feel pity or remorse... and he will absolutely not stop. Ever! Until all the baseless propaganda is dead."

On a day when the U.S. citizenry takes it easy, grilling, drinking and generally doing what it is good at - being lazy, hoping that things will get better, the economic terminator who recently moved to Canada, provides a steady stream of ammunition in the fight with ignorance and propaganda. Rosenberg's morning notes from this morning are a treat.

 
Tyler Durden's picture

David Rosenberg: "600-840 On The S&P"





"David Rosenberg can't be bargained with. He can't be reasoned with. He doesn't feel pity or remorse... and he will absolutely not stop. Ever! Until all the baseless propaganda is dead."

On a day when the U.S. citizenry takes it easy, grilling, drinking and generally doing what it is good at - being lazy, hoping that things will get better, the economic terminator who recently moved to Canada, provides a steady stream of ammunition in the fight with ignorance and propaganda. Rosenberg's morning notes from this morning are a treat.

 
Tyler Durden's picture

Goodbye David Rosenberg





One of the few sane voices in the desert has left the (Merrill Lynch) building. David Rosenberg, on his way out, leaves everyone with an economist's dozen of rules to remember.

David, so long, and thanks for all the fish.

Rosie's rules to remember:

1) In order for an economic forecast to be relevant, it must be combined with a market call.

2) Never be a slave to the data – they are no substitute for astute observation of the big picture.

 
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