David Rosenberg is chief economist and strategist for Gluskin Sheff + Associates Inc. and author of the daily economic newsletter Breakfast with Dave.
Rosy U.S. jobs picture? We’ve been down this path before
Employment data overshadowed by bleak facts: shrinking incomes squeezed by higher prices
Honk if you like Canada's outlook – but buckle up
Compared with the U.S. and Europe, our tank’s full, the engine’s purring – but, still, fasten your seatbelts
Why gold stocks are best way to play bullion rally
Miners’ shares, which tend to outperform bullion in the later stages of a gold bull market, are ripe for gains
Low P/E ratios offer ray of hope amid dark outlook
Valuations, investor expectations and upcoming earnings reports will set the tone for 2012
David Rosenberg's 10 investing themes for the year ahead
To make money, focus on finding investments offering both capital preservation and safe income
David Rosenberg: The New Year is packed with peril – and opportunity
Expect the same problems as 2011, but look for opportunities in bonds and premium equities
Rosenberg: Recent rebound won't stave off U.S. recession
Less awful economic numbers owe a lot to transitory, technical factors. This remains a fragile, post-bubble economy
With the shift to thrift, bull market in bonds isn't over
Bond investors should continue to prosper over the next two to three years
How the five stages of grief are driving U.S. GDP
In a downturn's very early stages, people allow their savings rate to decline
Canada quietly builds productivity revolution
Country is not immune to global weakness, but worries are exaggerated
