Gold Is a ‘No-Brainer,’ in Rosenberg’s Bear-Case Portfolio
- Bull market in ‘financial engineering’ will come undone
- Emerging markets a bright spot as the U.S. dollar weakens
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Shelter in gold, bet on emerging markets and buy “bonds in drag.”
So says David Rosenberg who believes an economic slowdown is on its way despite enduring job gains, easing trade tensions between the U.S. and China, and record-breaking stock markets in North America.