Early Morning with Dave

Early Morning with Dave

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Early Morning with Dave
Early Morning with Dave
Sentimental Journey

Sentimental Journey

The price action of the last couple of days notwithstanding, market sentiment measures are off-the-charts exuberant

David Rosenberg's avatar
David Rosenberg
Jul 19, 2024
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Early Morning with Dave
Early Morning with Dave
Sentimental Journey
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Highlights

• Large daily swings reflect an equity market becoming unglued

• Restaurants are discounting to attract frugal consumers

• Diversification is not a dirty 15-letter word

• No buyers’ strike for U.S. Treasuries

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