David Rosenberg

David Rosenberg has discussed 14 US public companies across 13 Thoughtful Money with Adam Taggart episodes, per Ticker.id. Top: $CAT, $MSFT, $CSCO, $ORCL, $AAP…

1. We're freaking out over core inflation of what, 2.6%. When Paul Volcker left office in August of 1987, core inflation was running at 4.2%. And he was viewed as a hero.

   David Rosenberg · Bloomberg Surveillance · CPI and the AI Trade · 2026-10-14

2. This is a lopsided economy. It ain't no boom. 2% real growth. I'm sorry, no growth in employment in the past year and real wages contracting. That ain't no boom.

   David Rosenberg · Bloomberg Surveillance · CPI and the AI Trade · 2026-10-14

3. The gap between personal income and corporate income is unprecedented.

   David Rosenberg · Bloomberg Surveillance · CPI and the AI Trade · 2026-10-14

• $CAT Caterpillar — 5 mentions
• $MSFT Microsoft — 2 mentions
• $CSCO Cisco — 2 mentions
• $ORCL Oracle — 2 mentions
• $AAPL Apple — 1 mention
• $NVDA Nvidia — 1 mention
• $AMZN Amazon — 1 mention
• $IBM — 1 mention
• Thoughtful Money with Adam Taggart · Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg · 2026-09-06
• Wealthion - Be Financially Resilient · David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready · 2026-09-01