David Rosenberg

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Sources: —

B · Background—of 10 · n=—

E · Expertise—of 10 · n=—

A · Authoritativeness—of 10 · n=—

T · Trustworthiness—of 10 · n=—

S · Source—of 10 · n=—

BEATS — of 10 · n=—

Win rate by category

share of settled calls that proved right, in each category

their own words, with a date and a source · calls resolved: 0 right · 1 wrong

The recession's just starting.

Yes · said 23.02.07 on MarketWatch interview · source

Wrongresolved 23.12.31

2 claims · an outcome shows once the claim resolves

Outcome	Claim	Call · when	Source
—	The nine-basis-point bond selloff is an outsized reaction to a 0.1% core CPI miss; it does not put the Fed back in play for the next meeting but probably raises the odds of a December move. resolves 26.12.13	bearish · 26.10.14	Bloomberg Surveillance: CPI and the AI Trade
—	The deflation already visible in rents and home prices has not yet filtered into CPI but will with the typical lag, while ex-shelter core CPI is already running at 2% year over year. resolves 27.04.12	bullish · 26.10.14	Bloomberg Surveillance: CPI and the AI Trade

BEATS is the same score as on N0S.AI, 0–10; an unmeasured letter shows —. Dispute a quote or an outcome