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Rosenberg: How the Three D’s are Holding Back the Economy

David Rosenberg of Gluskin Sheff was on Consuelo Mack’s WealthTrack this weekend to offer his investment and economic outlook. ┬áRosenberg explains how the three D’s of deleveraging, deflation and demographics will hold back the economy. He also offers his perspective on a broad range of topics including corporate earnings, Europe, the Presidential elecion and several other macro topics. Although he’s not terribly optimistic about the economy in the near-term he does think this leg down in the economy will ultimately prove to be a good buying opportunity.

Regarding specific investment ideas he provides the outlook for SIRP (Safety and Income at a Reasonable Price):

  • Corporate bonds
  • High quality stocks
  • Income generating resource plays

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