All Bubbles End - So You'd Better Have Some Liquidity | David Rosenberg

It's easy to feel confused these days.With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the busiiness-friendly policies of the new Administration start adding tailwinds to the economy.Others see economic growth as imbalanced, at best, and worry that overall the trend for 2026 is downwards, risking recession and a material market correction.So, which is it?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.David concludes the market is in a major price bubble not unlike the DotCom era, and advises investors to build/maintain liquidity within (at least) part of their portfolio in order to weather the bubble's bursting as well as to have dry powder to deploy at attractive valuations when it does.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bubble #marketcorrection #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.