Gluskin Sheff analyst David Rosenberg maintained his steadily bearish tone throughout the 2009 rally and got labelled a permabear.
But he didn’t give up or capitulate.
In his latest Breakfast With Dave newsletter, Rosenberg lays out his big thoughts for 2010, and as you might expect, they’re not pleasant.
Key ideas range from weak GDP growth to a weak consumer to the government’s weak financial position.
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See Also:
- Rosenberg: Deflation Is Reality, The Consensus View Is Garbage
- David Rosenberg’s Last Thought Of The Year: Time To Freak Out About Sovereign Debt
- The 60-Second Guide To Everything You Need To Know About Oil, Gold, Bonds, China, And Stocks In 2010