David Rosenberg: Europe Is The Market To Watch Now

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David Rosenberg: Europe is the market to watch now

It’s been quite the start to the year with practically everything we saw through January – equity market weakness, a big bond rally, the further plunge in oil prices, the Canadian dollar slide, and the corresponding strength in the U.S. dollar against all currencies – reversing course in February. Let’s start with the oil price. I…

SALT New York: Canyon, Mudrick, Fortress And Sculptor On Finding Distressed Value

At the 2021 SALT New York conference, which was held earlier this week, one of the panels on the main stage discussed the best macro shifts coming out of the pandemic and investing in value amid distress. The panel featured: Todd Lemkin, the chief investment officer of Canyon Partners; Peter Wallach, the managing director and Read More

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