Founder and President of Rosenberg Research & Associates Inc.
Retweets, Likes and Follows are not endorsements.web.rosenbergresearch.com/TWTrialRequest Toronto, OntarioJoined December 2017
"It is a completely flawed statistic."
Rosenberg Research Founder @EconguyRosie isn't a fan of the Fed's reliance on CPI, saying the central bank should take a more holistic approach to measuring inflation.
With the S&P 500 now down five sessions in a row and the bulls in retreat, the team asks if we're seeing a market inflection point on this week's episode of the Rosenberg Round-Up.
podcasters.spotify.com/pod/show/rosen…
The Fed seems to be ignoring its own Beige Book: "Another frequent comment was that firms' ability to pass cost increases on to consumers had weakened considerably in recent months."
In this month's Strategizer recap, our Vice-President, Market Strategy, Marius Jongstra, breaks down how to invest in a risk-off environment. Watch below to see what our models are recommending for the year ahead.
youtu.be/CXPnrICX684
How much higher can gold go? Consider that while the yellow metal is at a record high in nominal terms, it is still almost 20% below its prior peak in real terms!
On this week’s episode of the Rosenberg Round-Up, we focus on the implications of the gold price surge on lagging silver and mining stocks.
podcasters.spotify.com/pod/show/rosen…
On this week’s episode of the Rosenberg Round-Up, we shine our spotlight on the recent run-up in the gold price, and why we think it can go to $3,000.
podcasters.spotify.com/pod/show/rosen…
It is a bull market in (i) part-time jobs, (ii) self-employment and (iii) multiple job holders. Outside of these areas, employment actually contracted more than -500k in March and by -2 million in the past year. What an economy!!
March Madness: A booming labor market that sees +303k on headline nonfarm payrolls while full-time employment from the rival Household survey drops -6k and is down -1.8 million since last November — which has only in the past happened in recessions. A real head scratcher.
Looking at yesterday’s JOLTS data, one can legitimately ask what it means for the consumer outlook when retailers reduce their job openings to a level that last occurred during the peak of the pandemic/lockdown recession.
Combining detailed research and new econometric modeling, we provide a theory of gold's quiet surge, and outline the path to $3,000 and beyond.
Access our latest Special Report: web.rosenbergresearch.com/gold-special-r…
On this week’s episode of the Rosenberg Round-Up, we assess the latest cross-currents in the housing data and update our thoughts on the regional banks a year after the crisis.
podcasters.spotify.com/pod/show/rosen…
My pal Dan Greenhaus was just on CNBC. Said that anyone calling this a market bubble doesn’t know what a bubble is. Then I’ll just call it a big sud, instead. It does rank as the top 10% priciest S&P 500 of all time no matter the label.
House price deflation is rearing its ugly head again. At just over $400k, the median new home price has dialed its way back to the lowest level since June 2021 — and now down -7.6% on a year-over-year basis.
We received so much positive feedback from our client base on our recent chart package, that we decided to make a subset of it available to the public on LinkedIn.
To access the full report, please send us an email at [email protected]web.rosenbergresearch.com/4axY5KW
394K Followers 1K FollowingMacro investment research at https://t.co/hQqAza8GGP
Our total return index is at https://t.co/vta9eqevnU
The ETF WTBN tracks our Index.
biancoresearch.eth
137K Followers 2K FollowingCIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
250K Followers 2K FollowingFounder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
222K Followers 583 FollowingI write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
95K Followers 2K FollowingContrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
138K Followers 690 FollowingCIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
136K Followers 925 FollowingAuthor, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
57K Followers 3K FollowingManaged Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
92 Followers 1K FollowingStudying American, amongst others topics, Laws in Taiwan. Writing helps me remember and think. Sometimes incorrect, sometimes right on point.
5 Followers 103 FollowingVincenzo Motta, trader esperto con 6 anni di esperienza, offre lezioni individuali per imparare il trading e diventare un trader di successo.
394K Followers 1K FollowingMacro investment research at https://t.co/hQqAza8GGP
Our total return index is at https://t.co/vta9eqevnU
The ETF WTBN tracks our Index.
biancoresearch.eth
250K Followers 2K FollowingFounder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
136K Followers 925 FollowingAuthor, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
288K Followers 2K FollowingEnvironmentalist and CIO Hayman Capital Management 🇺🇸Happy to Block ccp Twitter bots, Fan of Democracy, Rule of Law, and National Security. Life Member CFR
116K Followers 4K FollowingHead of Research, Founder: @topdowncharts
Global Macro & Asset Allocation Research
(tweets = not advice)
NOTE: I will never DM you -- beware of scammers.
47K Followers 4K FollowingSenior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
59K Followers 2K FollowingMD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
30K Followers 143 FollowingChief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
56K Followers 557 FollowingNon-partisan political analyst. Founder and Contributor to The Cook Political Report with Amy Walter, political analyst for National Journal and NBC News.
31K Followers 353 FollowingMulti-award-winning CFD trading platform. 30+ years of dedication in helping clients master their craft & find their flow. 69% of retail CFD accounts lose money
26K Followers 323 FollowingThe Munk Debates provide a lively and substantive forum for leading thinkers to debate the most pressing issues of our time.
3K Followers 289 FollowingOur common sense approach to investing by emphasizing preservation of capital and growth.
Social Media & YouTube Disclosure: https://t.co/tUYYNa5a9H
677K Followers 754 FollowingFounder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
64K Followers 13K Followinghttps://t.co/JKqP6hroVs - where I write on economics, geopolitics and tech. Award-winning author, Fmr US Presidential Advisor + tech entrepreneur Φ ☯︎ ∞
44K Followers 722 FollowingCNBC's Trading Nation is a community of top traders who come together to make sense of the market. Trading Nation: Where headlines become opportunities!
159K Followers 28 FollowingCo-Chairman & Co-Founder of @Oaktree. Author of #MasteringTheMarketCycle. This account is run by Howard’s team. Howard’s tweets will be signed -HM
349K Followers 4K FollowingDeputy Prime Minister & Minister of Finance / Vice-première ministre et ministre des Finances. Liberal MP for University—Rosedale. Proud mother of three.
126K Followers 379 FollowingThe latest headlines from The Globe and Mail's Report on Business. Share info anonymously with us through SecureDrop: https://t.co/wqZUZhWagJ
56K Followers 2K FollowingGlobal Markets Reporter @CNBC by way London/Mumbai. Beats: travel & industrials. @CFR_org. Born in Oregon. Tweets are my own.
44K Followers 1K FollowingCNBC anchor of "The Exchange" and “Power Lunch.” Sign up for my newsletter (LINK BELOW), & show podcast. Crazy home life on Instagram “realkellyevans”
7K Followers 1 FollowingFollow @thehubcanada podcast to hear big thinkers in conversation on the important issues of our time. More information at https://t.co/Zd0ozvIYTz
339K Followers 2K FollowingNY Times bestselling author: Sold Out, The New Great Depression, Aftermath, The Road to Ruin, Death of Money, Currency Wars, The New Case for Gold.
No recent Favorites. New Favorites will appear here.