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Inside the Market

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David Rosenberg is chief economist with Gluskin Sheff + Associates Inc. and author of the daily economic newsletter Breakfast with Dave (Deborah Baic/The Globe and Mail)
David Rosenberg is chief economist with Gluskin Sheff + Associates Inc. and author of the daily economic newsletter Breakfast with Dave (Deborah Baic/The Globe and Mail)

Here's the bullish case for the market right now Add to ...

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If I were making a bull case for equities at this juncture, here is what I would be stressing – part of the need to not have blinders on or suffer a bad case of confirmation bias (though we are positioned more defensively across most of our portfolios).

So here it is.

While the latest correction seemed mild, it did shake up a few sectors. Energy stocks were clocked for an 11-per-cent loss and the banks fell nearly 7 per cent (these are areas where buying on weakness is recommended).

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