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09/01/2026

David Rosenberg argues that investors are getting a distorted picture of the U.S. economy by focusing almost entirely on the AI boom.

While AI has become a major driver of market optimism, Rosenberg points out that it represents only a small portion (7%) of overall GDP. Meanwhile, areas like housing, commercial construction, and the broader consumer economy are showing signs of strain.

He also highlights the growing “K-shaped economy” problem, where higher-income consumers remain resilient while many others continue to struggle. His warning: Don’t mistake strength in AI for strength across the entire economy!



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Join David Rosenberg at the 2026 MoneyShow Masters Symposium Toronto, scheduled for Sept. 24-25 at the MaRS Centre!

Register Now! https://toronto.moneyshow.com/?scode=061246

08/31/2026

David Rosenberg warns that while the surge in U.S. government debt is helping support the economy and stock market — it may also be creating bigger risks beneath the surface.

With roughly $10 trillion of the nation’s $40 trillion in public debt accumulated during Donald Trump’s time in office, Rosenberg points to years of deficit-to-GDP ratios above 5% as a major source of economic stimulus.

But that support isn’t free. As deficits remain elevated and debt continues to climb, Rosenberg explains why the bond market is beginning to push back — and why investors should pay attention to the consequences.



Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!

Join David Rosenberg at the 2026 MoneyShow Masters Symposium Toronto, scheduled for Sept. 24-25 at the MaRS Centre!

Register Now! https://toronto.moneyshow.com/?scode=061246

08/30/2026

David Rosenberg is sounding the alarm on what’s happening beneath the surface of today’s AI-driven market.

After 40 years in the investment business, Rosenberg says he can’t remember another period with this many anomalies, divergences, imbalances, and extremes — conditions he believes could make today’s environment even more dangerous than the late-1990s technology bubble.
So, how should investors position themselves? Rosenberg explains why diversification matters now more than ever, including spreading exposure across asset classes and global markets rather than relying too heavily on the areas currently driving the market higher.



Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!

Join David Rosenberg at the 2026 MoneyShow Masters Symposium Toronto, scheduled for Sept. 24-25 at the MaRS Centre!

Register Now! https://toronto.moneyshow.com/?scode=061246

08/28/2026

The MoneyShow Masters Symposium San Francisco is a wrap! 🌉📈

Three packed days of market insights, strategies, and conversations that brought the Human-AI Edge to life.

Gordon Chang took the stage with a timely look at China, the U.S.-China relationship, and what the geopolitical landscape could mean for markets and investors.

Thank you to our speakers, sponsors, and attendees for an incredible week. Until next time, San Francisco!

Put the Human–AI Edge in focus during the final day at our MoneyShow Money Masters Symposium San Francisco.Friday’s line...
08/28/2026

Put the Human–AI Edge in focus during the final day at our MoneyShow Money Masters Symposium San Francisco.

Friday’s lineup explores AI, China, day trading, home equity, event-risk strategy, sector allocation, and market forces shaping what comes next.

Join Rebecca Fannin, Jim Bianco, Gordon Chang, Robert Savage, and an exceptional roster of market experts for the final day at the Fairmont San Francisco.

08/28/2026

Our market outlook for Day 2: A success! 📈

Thomas Hayes tackled pre-election volatility and sector rotation, while Bob Savage explored opportunities emerging across prediction markets, crypto, and AI.

Christopher Berlet, Jason Bodner, Thomas Hayes, and John McCamant also looked beyond the usual market leaders to spotlight opportunities investors may be overlooking.

Tomorrow, we'll bring this all together to explain the Human-AI Edge. Get ready for Day 3!

08/27/2026

MoneyFlows’ Jason Bodner took the stage for “The Conviction Edge,” breaking down how high-conviction metrics and strong fundamentals can help uncover potential market winners.

From NVIDIA and Micron to Palantir and Celestica, Bodner highlighted the signals he watches to cut through market noise and identify opportunity.

More actionable insights coming your way from San Francisco! 🔥

Looking ahead in the market is our goal for Day 2.From pre-election volatility, AI winners, crypto to critical minerals,...
08/27/2026

Looking ahead in the market is our goal for Day 2.

From pre-election volatility, AI winners, crypto to critical minerals, biotech, ETFs, and global macro, today’s lineup brings the market’s most important conversations to the table.

Join Thomas Hayes, Edward Yardeni, Alejandra Grindal, Jason Bodner, Eric Balchunas, Gordon Chang, and an exceptional roster of market experts for a full day of actionable ideas, ending with the Pro Member VIP Networking Reception.

08/26/2026

Hard assets, energy, private markets—and where the opportunities are now.

Larry McDonald, Shana Orczyk Sissel, and Skip York took the stage during our panel at our Money Masters Symposium to break down how alternative investments could help investors find income, returns, growth and resilience in today’s market.

Day 1 is here.From AI and tech stocks to hard assets, options, real estate, crypto, and the future of investing, today’s...
08/26/2026

Day 1 is here.

From AI and tech stocks to hard assets, options, real estate, crypto, and the future of investing, today’s speaker lineup brings the market’s biggest ideas to the Fairmont San Francisco.

Join Mark Mahaney, Larry McDonald, Keith Fitz-Gerald, Matt Hougan, Howard Lindzon, and an exceptional group of market experts for a full day of actionable insight—then connect with fellow investors at tonight’s Roof Garden reception.

The MoneyShow Masters Symposium San Francisco
Wednesday, August 26 | Fairmont San Francisco

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