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The Year of the Horse ... Breaking  Out of the Gates

3/10/2014

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Summary of David Rosenberg's Program at the Boston Security Analysts Society (BSAS)

By: Vitaly Veksler, CFA, and Michael Mullin, CFA 
   
On February 27, the BSAS welcomed David Rosenberg, Chief Economist & Strategist at Gluskin Sheff + Associates Inc. in Toronto.  His reputation as one of the most accurate economic forecasters preceded him, and the event was sold out.  David Rosenberg delivered a presentation titled, “The Year of the Horse ... Breaking  Out of the Gates”.  Highlights of the presentation are listed below along with a link to the full recap of the presentation: 

  • No Recession on the Horizon
  • The U.S. Consumer Still Rules the Roost
  • Lower Debt in Economy
  • Unemployment is Down, but Not Only for the Right Reason
  • Potential Capital Spending Boost
  • Potential Inflation Increase
  • Expected Returns
  • Well-Positioned Sectors
 
To read the full recap of the presentation in the March issue of the BSAS newsletter, please Click Here

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