Early Morning with Dave

Early Morning with Dave

Share this post

Early Morning with Dave
Early Morning with Dave
Our Conservative Investing Style Has Still Generated a +14% YTD Net Return!
Copy link
Facebook
Email
Notes
More

Our Conservative Investing Style Has Still Generated a +14% YTD Net Return!

Breaking down the “Rosie Fund” to provide a look at how we invest around our views

David Rosenberg's avatar
David Rosenberg
Dec 04, 2024
∙ Paid
3

Share this post

Early Morning with Dave
Early Morning with Dave
Our Conservative Investing Style Has Still Generated a +14% YTD Net Return!
Copy link
Facebook
Email
Notes
More
Share

Highlights

• Breaking down the “Rosie Fund” to provide a look at how we invest around our views

• Dollar momentum is building, with deflationary consequences already taking hold

• Euphoric sentiment continues to drive the stock market higher

• Consumer frugality weighs on China's economy

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