Monday, October 29, 2012

Rosenberg Presentation at Business Insider Blog - - Must Read

David Rosenberg: Navigating The New Normal - Business Insider

Business Insider presents a presentation from David Rosenberg of Gluskin Scheff that is a terrific read.  As mentioned at BI he is called a Perma-Bear
but that characterization is incorrect.  I have followed David Rosenberg's work closely since 2007 and he has been bearish to cautious on stocks over the period except for dividend payers. He has also been bullish bonds the entire time and had you followed his asset allocation over that period you would have done very well.

Go read the presentation here     Thanks to Gluskin Scheff and Business Insider for making this available to the public. Also if you ever have the chance to hear Mr. Rosenberg in person you will find him to be a very personable and entertaining speaker.

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