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 | 695 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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earlymorningwithdave.comLatest Issues
The Most Concentrated S&P 500 of All Time Faces Some "Bad Breadth" Challenges
Time for a hedged barbell strategy: long equal-weight S&P 500 and short the cap-weight index.
Key Takeaways
Big Balance Sheet Strains Emerge in Big Tech
You call this a truce?
Key Takeaways
The Bond-Bullion Barbell Enjoys a Rare Positive Session
The new math for AI simply doesn't work, whether today's investor base realizes it or not
Key Takeaways
Investor Confidence Surges Just as CEO Confidence Sags
Oil prices spike, but are no match for all the AI enthusiasm
Key Takeaways
U.S. Economy Weaker Than It Appears
A rare situation of the U.S. stock market hitting record highs with the Financials nearly in correction mode.
Key Takeaways
Key Facts
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| Subscribers | Engagement | 79 | Monthly Web Visits | ||
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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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