Archive - Early Morning with Dave

Trump Hints at a Cease-Fire "call" but Iran Denies It

Best time to jump back into the stock market? Wait for the VIX to hit the 40 mark.

Mar 6 • David Rosenberg

All the Bad News Is Not Deterring the “Buy the Dip” Retail Equity Investor

Some investors are looking at life once the war ends — and the historical record is bullish!

Mar 5 • David Rosenberg

Through All the Turmoil, the Tel Aviv 125 Index Has Extended Its Gains (Now What May That Be Signaling?)

Best to ignore the pessimists and think of a future of global peace — the Israeli stock market is flashing that signpost.

Mar 4 • David Rosenberg

War-Induced Oil Shock Roils Global Stock and Bond Markets

What to go long and what to go short until this war with Iran is resolved.

Mar 3 • David Rosenberg

Ding Dong, the Wicked Warlock is Dead (But at the Expense of Risk-on Assets)

This is a nail-biting time, but only for investors who haven't dug into the history books showing that one should never alter their portfolio based on…

Mar 2 • David Rosenberg

February 2026

Mortgage Rates Break Below 6% — Let’s See How the Fence-Sitters in the Housing Market Respond

Tectonic shifts are not confined to the software sector — check out what is happening to the food industry

Feb 27 • David Rosenberg

Home Improvement Companies Cry in Their Beer

Positive re-ratings in Korean and Japanese stocks; and the Australian, New Zealand and Norwegian currencies.

Feb 26 • David Rosenberg

Asian Tech Leads Global Equities Higher Ahead of Nvidia’s Earnings

A risk-on tone is supporting a global rebound in stocks and commodities, as the markets await Nvidia’s report for the next move in Tech.

Feb 25 • David Rosenberg

AI Scare Spreads as Staples and Semiconductors Spike

A rotation out of U.S. risk is gathering pace as policy uncertainty drive investors toward defensives and selective global winners.

Feb 24 • David Rosenberg

Equity Market Investors May Want to Go Back to the Drawing Board

The Supreme Court decision is likely to end up creating more, not less, trade policy uncertainty.

Feb 23 • David Rosenberg

Through All the Market Gyrations, the Asset Manager Stocks Have Headed into an Official Correction

Walmart's comments on the consumer and pricing should help kybosh the “resilience” narrative and incipient inflation concerns.

Feb 20 • David Rosenberg

War Concerns Trigger Up-Moves in Oil and Gold; U.S. Equity Market Volatility Remains Intact

What does it mean when consumers stop eating wings and drinking suds?

Feb 19 • David Rosenberg

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