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Early Morning with Dave
Listening to (And Facing) the Music
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Listening to (And Facing) the Music

The "bull market" is in momentum, speculation and sentiment

David Rosenberg's avatar
David Rosenberg
Feb 12, 2024
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Early Morning with Dave
Early Morning with Dave
Listening to (And Facing) the Music
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Highlights

  • The "bull market" is in momentum, speculation and sentiment

  • Stretched valuations are not constructive for the future of asset values

  • Shades of 1999, 2007, or the Nifty Fifty era

  • The higher they (the mega-caps) are, the harder they fall

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