David Rosenberg - AeroFarms

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Last quote by David Rosenberg

These stones are definitely being spotted and people are noticing them.feedback
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Jul 26 2017
David Rosenberg has been quoted 48 times. The one recent article where David Rosenberg has been quoted is 'Nothing is more important' than baby boomers for financial markets over the next decade. Most recently, David Rosenberg was quoted as having said, “If it's all about 'follow the money,', then it is 'follow the boomers. Nothing is more important than this if you are looking at what will fundamentally influence the financial markets for the next decade-plus.”.
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David Rosenberg quotes

May 24 2017

The bond market is in synch with the Fed in the near term (a June hike is largely priced in) but pay attention to this divergence further out – it can't be sustained. Just remember that 10 of the last 13 Fed hiking cycles have been miscalculations that ended in recession.feedback

May 24 2017

Long-dated yields have refused to move higher even as the Fed signals an intent to unwind its bloated balance sheet later this year. With the Fed continuing to push the funds rate higher, this means a flatter yield curve with the risk of it inverting – take note because this has presaged every recession over the past 50 years.feedback

May 16 2017

The bottom line is the U.S. survey data are coming off the boil before we saw any real signs of a spillover into the actual activity figures.feedback

Apr 28 2017

[We're] nine years into a cycle where everything is looking late cycle. Let's make the assumption that this tax proposal goes through. The Fed has already told everybody who's listening that they're raising rates at least another two times this year no matter what. They've already said that if they adjust their GDP forecast based on fiscal stimulus, they will raise rates even more.feedback

Apr 28 2017

The reckoning will be which market has the story right: Is it the stock market that is de facto pricing in double-digit earnings growth or is it the Treasury market with the 10-year yield at 2.3 percent? The bond market is actually reacting to the facts on the ground. The facts on the ground are this: Year-over-year growth on a nominal GDP cycle already peaked at 4.9 percent. We have never before in the post-World War II period ever have seen year over year nominal GDP growth peak below 5 percent. That happened two years ago.feedback

Apr 20 2017 - Trump Presidency

Unless you think the business cycle has been repealed and that there will be no repercussions from the Fed tightening into a 3 percent to 4 percent nominal GDP growth environment, or that we will see gridlock end in Washington and all the Trump pro-growth policy proposals coming to fruition, then there is little reason to believe that the U.S. economy will break out of its current malaise.feedback

Apr 07 2017

This goes down as one of the more bizarre employment reports I have seen in many moons.feedback

Apr 07 2017

There truly were few redeeming features in the payroll data.feedback

Mar 22 2017 - Drones

My recommendation is to stop wasting your time trying to explain something that is as simple as an asset class that is priced for perfection at some points realizes that the world is not a perfect place. A president can certainly fly a drone whenever and wherever he wants, but he is never bigger than the business cycle and over time has little influence over investment returns as well.feedback

Mar 10 2017

The lesson here is to fade the surveys that the markets respond to when not corroborated with the hard data in hand.feedback

Mar 10 2017

We know from history that a lot of funky things happen in Fed tightening cycles. Of the 13 cycles of rate increases since World War II, 10 landed the economy in recession. The three that didn't took place in the third year of an expansion.feedback

Feb 15 2017

This indeed is the Teflon market. Even investors who were screaming to sell the market if Trump got elected just ahead of last November's vote have become some of the most vocal cheerleaders.feedback

Feb 03 2017 - Wall Street

People on Bay Street and on Wall Street love to believe in the wealth effect on spending from what the equity market does and it is actually way down near the bottom of the list for what really drives consumer confidence. What has a much more powerful impact on confidence is job creation and growth in the paycheck. If Donald Trump has his view that trade deficits with anybody have to be redressed that is a much bigger deal for Canada than the next few points on the TSX.feedback

Feb 02 2017

There was very little movement in the economic outlook – moderate growth overall with a mix of solid job gains, decent household spending and soft business outlays. I think the most important comment was the more dovish tone towards inflation expectations, and the point made about inflation hitting target reflects base effects from a year ago as well as an array of transitory factors.feedback

Dec 08 2016

Donald Trump is a victim of being elected late in the cycle, with multiples extended and the Fed now a headwind.feedback

Dec 08 2016

Because everyone is anticipating lower marginal tax rates in 2017, there are no sellers in this market, at least through the year-end. So this extends the Trump honeymoon period.feedback

Nov 29 2016

It is a casino atmosphere, in keeping with Trump's area of expertise. I have found that it almost always pays after an election to ultimately do the opposite of what the markets initially priced in.feedback

Nov 29 2016 - Twitter

Remember, loose lips sink ships, and his willingness to continue to vent frustrations through his Twitter account is, in a word, bizarre (and tells me as a strategist that we are in a world of heightened political risk...).feedback

Oct 28 2016

In other words, nothing here to write home about.feedback

Oct 26 2016

Most of the patterns, both in the realm of financial assets and the real economy, are flashing this signal – one of a very mature market. Now I am not sure if this is the seventh inning, or the ninth, it is likely somewhere in between.feedback

Oct 26 2016

We'll see how brave the Fed will be – we know what happened last year after the Fed went and for two or three months, it wasn't a pretty picture.feedback

Oct 26 2016

Having cash on hand, reducing the beta of the portfolio, focusing on the running yield, and stepping up in quality across the capital structure are all going to pay off in terms of preserving capital, generating decent mid-single digit net returns at the very least, with a view towards allocating the dry powder at better price levels that will allow for a return to high-single digit or even double-digit returns once the dust settles.feedback

Sep 11 2016

The problem is that the market is not priced for it. I wouldn't be surprised that we see some kind of repeat as we had towards the end of last year into January-February, which was something close to a 12 percent correction.feedback

Sep 11 2016

And, let's face it: The last five or six [economic] numbers have been really soft.feedback

Sep 11 2016

You have a perfect storm here if you get something like a Fed rate hike into the next several months.feedback

Aug 11 2016

Discipline means always buying the fear and selling the greed. On a scale of one to 10, we are at eight on this scale. So start scaling back.feedback

Aug 01 2016

On a historical basis, the overall stock market has become expensive, but not relative to bonds. People have been looking in the stock market for yield, in the form of dividends, because the bond market has become so expensive and bond yields have gotten so low.feedback

Jul 28 2016

Credit quality is becoming an issue after the last few years of debt issuance used to fund share buybacks, dividend payouts and M&A activity. The question is whether the 50-plus companies that Moody's downgraded to 'junk' status in the first quarter was just the thin edge of the wedge. The remainder that are a mere notch away have a combined debt load of $294 billion – which would just flood the high-yield marketplace.feedback

Jul 18 2016

I totally understand the temptation to be bullish and constructive on the macroeconomic outlook, and try as I may to seek out the good news, all I can really see is a whole lot of downside growth risk and a whole lot of complacency at the same time.feedback

Jul 18 2016

We were told by all the pundits and media types about how great the payroll number was in June. The veracity of that report is now called into question.feedback

Jun 28 2016

We use about 95 percent less water to grow the plants, about 50 percent less fertilizer as nutrients and zero pesticides, herbicide, fungicides. We're helping create jobs as well as create a good story to inspire the community and inspire other businesses.feedback

Jun 17 2016

You want to be involved in companies with a more local than international flavor.feedback

Jun 17 2016

Bottom line is it's not just a U.K. story. Bigger picture, it's going to usher in a period of intense uncertainty in a critical chunk of global GDP at a time when growth is already so feeble.feedback

May 24 2016

The Fed has been so wrong on its forecasts for so long. They have proven their bark is far worse than their bite. None of this jawboning can be taken very seriously.feedback

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