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Equity Market "Imbalances" Remain a Worry; Bond Investors Still Shunning Duration Risk

From multiples to margin debt, the equity market is highly unbalanced

David Rosenberg's avatar
David Rosenberg
Sep 03, 2025
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Highlights

  • From multiples to margin debt, the equity market is highly unbalanced

  • Gold helps the Rosie Fund to a great year…

  • … with central bank buying a continuing upward push factor

  • Waller’s speech emphasizes falling private payrolls

Key Takeaways

  • Rosie Fund Shines Thanks to Gold: The slight dip in the 10-year T-note total return held the bond-bullion barbell to a +0.6% gain yesterday, but that was still a heck of a lot better than the -0.7% in the S&P 500 and -0.5% for the classic 60-40 asset mix. The diversified Rosie Macro Fund’s outsized exposure to gold/silver and the miners has allowed it to enjoy a +16.0% total return performance year-to-date.

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