David Rosenberg
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
David Rosenberg reads as The Navigator because he charts original courses rather than trailing consensus, a discipline codified in his 30-year commitment to non-commodity research.
“Look, I'll tell you this much, okay? Look, I was not a threat to Stan O'Neill, and it's all been written about, but Stan O'Neill and the time I was there. and the time that he was there treated me with the utmost of respect. And I'll tell you that I was probably in his office once a month. And we got along famously well.”
“I'm the goalie coach. I can't stop the puck for them. They actually are the ones that wear the goals against average. It's their portfolio. Our job as economists, as street economists, in the realm of providing cogent and coherent and cohesive investment advice is to help portfolio managers stay out of trouble and to make effective decisi…”
“My good friend Barry, it's already been more than a year. So, you know what, it's high time to move off of zero. And at the same time, when it comes to December 16th, and they probably will at this point raise rates, it's what they say that's going to matter.”
“I could see that. And then we'll see what happens going forward. What you're asking about being behind the curve, it's... Always answer that question through the rearview mirror. And I would say that, you know, the tips break even levels will give you some indication the steepness of the yield curve will give you some indication.”
Masters in Business: “David Rosenberg on Emergency Policy Decisions (Podcast)”
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