Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Earnings Struggle to Match Investor Expectations
Copy link
Facebook
Email
Notes
More

Earnings Struggle to Match Investor Expectations

Earnings underwhelm a market priced for perfection

David Rosenberg's avatar
David Rosenberg
Jul 24, 2024
∙ Paid
1

Share this post

Early Morning with Dave
Early Morning with Dave
Earnings Struggle to Match Investor Expectations
Copy link
Facebook
Email
Notes
More
Share

Highlights

  • Earnings underwhelm a market priced for perfection

  • Macro backdrop is not consistent with a switch to cyclical-value stocks

  • Growing number of price wars point to lower inflation ahead

  • Interlinkage between private equity and banks poses systemic risk

Keep reading with a 7-day free trial

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Rosenberg Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More