13-Oct-2026 23:36:52
General news
ROSENBERG WARNS U.S. STOCK MARKET IS THE MOST STRETCHED IN 40 YEARS
Veteran strategist David Rosenberg warns that U.S. stock valuations, leverage and investor positioning have reached unprecedented extremes in his four-decade career. He argues the market is more dependent on AI than stocks were on technology before the dot-com bubble. Rosenberg is shifting toward U.S. Treasuries and international equities, warning that consumers are increasingly reliant on stock-market gains. “I'm looking at stuff I haven't seen before.”