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Early Morning with Dave
A Bull Market in Anomalies

A Bull Market in Anomalies

The real bull market is in the growing list of anomalies and non-confirmations

David Rosenberg's avatar
David Rosenberg
Jul 08, 2024
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Early Morning with Dave
Early Morning with Dave
A Bull Market in Anomalies
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Highlights

  • The real bull market is in the growing list of anomalies and non-confirmations

  • September rate cut odds go up as markets look past the headline jobs data

  • Illegal immigration provides a "false glow" to productivity

  • Bullish on silver given the structural supply-demand imbalance

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