Early Morning with Dave
David RosenbergAn in-depth analysis of the key overnight market-moving events and data, featuring David Rosenberg's thoughts on how the day ahead will evolve from an investment perspective.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 738 | Founded | 3 years ago | Last Issue | 5 days ago |
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earlymorningwithdave.comLatest Issues
Gold Quietly Stages a Revival as Rate-Hike Fears Fade and the USD Rally Stalls
The CAPE Multiple Breaks Higher to 41x, the Highest Since September 2000 (ahem)
Key Takeaways
Walter Murphy now sees 8,402 on the S&P 500 as being “on the table”
As the AI bull market reasserts itself, the U.S. consumer has started to wobble
Key Takeaways
Tech Stocks Rally Further on Palantir's Stellar Earnings Report
Warsh's prior favorite inflation indicator is down to 2.2% - twenty basis points shy of target!
Key Takeaways
The Seesaw Trading in Stocks, Bonds, and Oil Continues
Sorry, inflation is hardly a big problem despite having been above the Fed's ridiculous 2% target these past five years
Key Takeaways
Markets Vote With a “Thumbs Down” to the Warsh Presser
The problem in Tech is not in valuations but rather in credit
Key Takeaways
Key Facts
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Authors
The writers behind this newsletter.
David Rosenberg founded Rosenberg Research in January 2020 after an illustrious, three-decade career on Wall Street and Bay Street as an economist and market strategist.
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