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    1. November 26, 2014

      S&P 500 bull run defies doubts over valuations

      Very rarely has a US equity bull market been this hot, testing the mettle of investors who focus on valuation as a guide for...

    2. November 7, 2014

      ‘A Brief Stop on the Road from Auschwitz’, by Göran Rosenberg

      In August 1947 a young Jewish man named David Rosenberg descended alone from a train at the small town of Södertälje, a few...

    1. June 10, 2014

      The Roof, Doon Street Car Park, London – review

      There is no roof to The Roof: the show takes place in a car park, with performers and audiences alike exposed to the night...

    2. June 6, 2014

      The Roof, Doon Street Car Park (Behind National Theatre), London

      An open air performance with a difference. This innovative piece of physical theatre, presented as part of LIFT in...

    3. FT Alphaville

      October 30, 2013

      Bear hunting

      This post by FT commentator James Mackintosh is cross-published from the FT Long Short blog that James writes with John...

    4. FT Long Short

      October 30, 2013

      Bear hunting

      Source: Where are all the bears? Even some of the usual suspects have stopped growling, with David...

    5. FT Alphaville

      October 23, 2013

      World War Zirp

      David Rosenberg, chief economist and market strategist at Gluskin Sheff & Associates, has turned slightly bullish....

    6. September 9, 2013

      Don’t bet against Bernanke’s inflation quest

      As the debate rages over who the next Federal Reserve chairman will be, it seems Ben Bernanke’s legacy will not just be that...

    7. April 19, 2013

      Gold correction presents buying opportunity

      The rout in the gold price has created a buying opportunity in gold mining stocks and physical bullion, say some fund...

    8. January 28, 2013

      Consumer debt fears hit Canadian banks

      Moody’s has cut the credit ratings of six of Canada’s biggest banks because of worries over the country’s rising consumer...

    9. September 27, 2012

      Rich US investors embrace risk

      Wealthy Americans have started to abandon the caution that has led them to hoard cash and bonds since the financial crisis,...

    10. FT Alphaville

      July 24, 2012

      Further reading

      Elsewhere on Tuesday, - The land of a million scrapped televisions. - Neil Barofsky says y’all are right to be angry at...

    11. FT Alphaville

      May 8, 2012

      Further reading

      Elsewhere on Tuesday, - Merollande? Hollankel? Merkande? OK, nothing’s going to sound as good as Merkozy, but it’s the start...

    12. March 14, 2012

      Stock market rally is running on empty

      It’s difficult not to notice that, yet again, there is little substance or confirmation to this equity market rally, despite...

    13. July 25, 2011

      Obama raps Republicans over debt talks

      President Barack Obama has urged congressional leaders to reach a “fair compromise” over the next few days to avoid a US...

    14. June 3, 2011

      Watch out for ‘Revenge of the Bears’

      A film of the market action this week would surely be titled I Know What You Did Last Summer: Revenge of the Bears....

    15. FT Alphaville

      May 9, 2011

      The financing pyramid and margin debt

      Here’s an interesting point from Cullen Roche at Pragmatic Capitalism on Monday. Margin debt — the amount that speculators...

    16. March 29, 2011

      A smorgasbord of data

      The old quip about two economists having three opinions has more of a grain of truth than ever. With a smorgasbord of data...

    17. February 21, 2011

      Still grounds to be cautious on stocks

      From Mr Henrik Stang Heffermehl. Barbell strategy has produced good returns for those who cared to listen Sir, Everett...

    18. February 17, 2011

      Every perma-bear will be rewarded eventually

      From Mr Everett Weinberger. Sir, Columns by David Rosenberg (Markets Insight, February 15) should come with a disclaimer at...

    19. February 17, 2011

      Recovery sceptics need a dose of emerging market reality

      From Mr Peter Wilson. Sir, It is always good to hear bearish arguments after the strong recovery risk assets have enjoyed in...

    20. FT Alphaville

      February 15, 2011

      Pink picks

      Comment, analysis and other offerings from Tuesday’s FT, Gideon Rachman: Reflections on the Revolution in Egypt Wael Ghonim...

    21. February 14, 2011

      No free lunches in debt-fuelled bear rally

      There is no doubt that we have an incredible bear market rally on our hands. But after a monstrous 90 per cent rally from...

    22. January 24, 2011

      Here come the bears: an endangered species speaks out

      With stock markets hovering near 2½-year highs, a US recovery starting to gather momentum and worries about the eurozone...

    23. FT Alphaville

      January 12, 2011

      David Rosenberg's cartoon-ish 2011

      David Rosenberg’s gone all cartoony. The Gluskin Sheff analyst seems to have given up on on words and is instead using...

    24. FT Alphaville

      January 12, 2011

      Further reading

      Elsewhere on Wednesday, - The European death spiral and contagion. - And 10 reasons to stop the European bailouts. - “Some...

    25. FT Alphaville

      January 5, 2011

      Further further reading

      For the commute home, - The world’s riskiest debtor nations (and USA states). - Is the commercial mortgage market healing? -...

    26. December 17, 2010

      The odd decouple

      Something’s gotta give. US Treasury yields have surged since September but equities have managed to rally amid the bond...

    27. FT Alphaville

      November 10, 2010

      The lonely long bond gets lonelier

      This is the market’s view of the 30-year Treasury at the moment. With the exception of David Rosenberg at Gluskin Sheff (who...

    28. FT Alphaville

      November 4, 2010

      The lonely long bond, the steepening curve

      The Fed doesn’t always live up to market expectations. Some traders had been expecting the central bank to buy 30-year bonds...

    29. FT Alphaville

      October 20, 2010

      Gathering storm: hedgies assess the future

      It’s always nice to see hedgies on a philanthropic bent. Such are the self-proclaimed motives of a few enterprising industry...

    30. FT Alphaville

      October 1, 2010

      A psy-QE-logical problem

      David Rosenberg thoughts on QE v2.0 are complex indeed. Though he’s detailed at length why quantitative easing will flatten...

    31. FT Alphaville

      September 6, 2010

      Pondering last week's bond sell-off

      Could it be that the epic run in government bond prices has finally come to an end? For example this was the action in the...

    32. FT Alphaville

      August 31, 2010

      US Q2 house warming (or should that be warning)

      Yes, house prices in the US climbed in the second quarter of the year. No, that’s not cause for optimism or even relief....

    33. August 27, 2010

      ‘Epidemic of thrift’ hampers growth

      “Central bankers alone cannot solve the world’s economic problems.”Ben Bernanke’s aphorism, uttered in a long-awaited speech...

    34. FT Alphaville

      August 26, 2010

      Angry at Dave (and other bears)

      Dave Rosenberg is a FT Alphaville favourite. But not everyone is a fan of the Gluskin Sheff bear. In fact, some people are...

    35. FT Alphaville

      August 25, 2010

      US housing: bad to worse, then worse again

      We said on Monday to expect more bad news from the US housing market, but we didn’t know it would get so bad so quickly....

    36. FT Alphaville

      August 20, 2010

      How low can they go?

      Another day, another set of lows in 10-year Treasury and bund yields: In bund yields specifically, we might add that these...

    37. August 13, 2010

      Worry about bond troubles instead of bubbles

      “Should you beware of a bond bubble?” asks US money manager Vanguard on its homepage. It helpfully answers the question in...

    38. FT Alphaville

      July 23, 2010

      Rosenberg's 17 reasons to be bullish (seriously)

      Count ‘em! We’d better capture these bullish talking-points from Gluskin Sheff’s David Rosenberg, just in case they...

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