In this video, David Rosenberg recounts some of the lessons and implications of his latest Strategizer publication. Signs of softening in the U.S. may mean the domestic markets are about to hit their peak, indicating that it could be advantageous to sell American stocks and corporate credit and move it elsewhere. Of particular note are the signs of strengthening emerging markets, prompting Rosenberg to suggest moving money from U.S. assets to stocks in emerging Asia, commodities, and Treasury bonds.
