What Rosenberg Research does

Rosenberg Research is an independent, subscription-based macroeconomic research firm founded in January 2020 by David Rosenberg, the former Chief North American Economist at Merrill Lynch and Chief Economist & Strategist at Gluskin Sheff. The firm produces daily macro and market commentary built around two flagship publications — 'Early Morning with Dave' (overnight market-moving synopsis) and 'Breakfast with Dave' (deeper thematic analysis) — supported by the proprietary monthly Strategizer asset allocation tool, Special Reports on secular themes, Investor Chartroom video content, and recurring webcasts featuring high-profile guest speakers. The platform is delivered through a self-serve web portal and dedicated client channels, with a 14-day free trial and tiered subscriptions ranging from a $200/quarter Newsletter to a $1,000/quarter Premium package, plus an Advisor Package priced at $450/quarter for financial advisors and portfolio managers.

The firm is headquartered at 120 Adelaide Street West, Suite 2500, Toronto, operating as Rosenberg Research & Associates Inc. under Ontario law, and serves individual investors, financial advisors/portfolio managers, and institutional clients across 40+ countries. The business model is recurring subscription revenue with quarterly and annual billing and auto-renewal, distributed through a direct-to-consumer self-serve channel plus dedicated institutional direct sales and advisor services channels with personalized consultation and direct access to David Rosenberg. A 10-12 person team supports research, strategy, operations, and client relations, with marketing conducted through owned media (website, blog, email), organic social (LinkedIn, X, YouTube, Facebook), earned media (CNBC, CBC, BNN Bloomberg, Fox Business appearances), and thought-leadership webcasts.

The competitive proposition centers on contrarian, out-of-consensus macro analysis with a capital preservation orientation, leveraging David Rosenberg's brand and the team's combined institutional pedigree (Merrill Lynch, HSBC, Deutsche Bank, Bridgewater, OMERS, RBC, Gluskin Sheff). Brand credibility is reinforced by named endorsements from Jeffrey Gundlach, Niall Ferguson, James Grant, Stephanie Pomboy, A. Gary Shilling, and Byron Wien. The firm is founder-controlled, privately held, and bootstrapped with no disclosed external funding, M&A activity, or international offices.

Name

Rosenberg Research

Legal name

Rosenberg Research & Associates Inc.

Website

https://rosenbergresearch.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Rosenberg Research is an independent, Toronto-based macroeconomic research firm founded in 2020 by David Rosenberg, offering tiered subscription products (daily commentary, Strategizer asset allocation tool, webcasts) to individual investors, financial advisors, and institutional clients across 40+ countries.

Ownership category

akta.pro rank

Product category

Macroeconomic Research Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Macro & Rates Research (FSACAGAC)

akta.pro secondary industries

Strategy & Thematic Research (FSACAGAG), Research Distribution, Sales Support & Client Analytics (FSACAGAJ), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Macroeconomic research
• Market insights
• Investment strategy
• Asset allocation
• Financial research

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Subscription Revenue: Recurring subscription revenue from multiple tier levels: Core Macro ($250/qtr), Core Strategy ($400/qtr), Macro Pro ($625/qtr), Investor Pro ($625/qtr), Advisor Package ($450/qtr), Newsletter ($200/qtr), and Premium ($1,000/qtr). Auto-renewal with annual billing. 14-day free trial period.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Rosenberg Research produces subscription-based macroeconomic research and market strategy insights, delivered through daily publications (Early Morning with Dave, Breakfast with Dave), monthly asset allocation reports (Strategizer), special thematic reports, investor chartroom content, and webcasts with industry thought leaders. Content is sold through multiple subscription tiers targeting individual investors, financial advisors/portfolio managers, and institutional investors across 40+ countries.

Product overview

Rosenberg Research is a macroeconomic research and market insights firm offering a tiered subscription-based platform. The core offering revolves around two flagship daily publications: 'Early Morning with Dave' (concise market synopsis) and 'Breakfast with Dave' (deeper thematic analysis). These are supported by strategy modules including the monthly 'Strategizer' report for asset allocation, 'Special Reports' on secular themes, and 'Investor Chartroom' video content. The company offers five subscription tiers (Core Macro, Core Strategy, Macro Pro, Investor Pro, and Premium) plus standalone Daily Newsletter and Advisor Package options, catering to individual investors, advisors/portfolio managers, and institutional clients across 40+ countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Early Morning with Dave

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Webcast Guest SpeakerscoreStrategic or Co-development PartnerRegular webcasts featuring David Rosenberg with prominent guest speakers including Jeffrey Gundlach (DoubleLine), Richard Bernstein (RBA), James Grant (Grant's Interest Rate Observer), Danielle DiMartino Booth (QI Research), Stephanie Pomboy (MacroMavens), and other leading market strategists and economists. These partnerships enhance thought leadership content and expand reach to guest audiences.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• BCA Research: Montreal-based independent macroeconomic research firm offering subscription-based strategy and asset allocation research to institutional and advisor clients — directly comparable business model, customer base, and product structure to Rosenberg Research.
• Gavekal: Independent global macro research provider offering subscription strategy products across asset classes to institutional investors — closely mirrors Rosenberg's positioning as a paid, contrarian macro research house serving advisors and institutions.
• Variant Perception: Subscription-based independent macro research service for institutional and high-net-worth investors with thematic strategy research — directly comparable contrarian macro subscription model and institutional customer focus.
• Grant's Interest Rate Observer: James Grant's subscription-based independent financial publication providing contrarian economic and investment commentary — a near-perfect peer given its founder-led, contrarian macro subscription model and quoted endorser of Rosenberg Research.
• MacroMavens: Stephanie Pomboy's independent macroeconomic research subscription service — direct boutique competitor with founder-driven brand, contrarian positioning, and individual/institutional subscriber base.
• Ned Davis Research: Long-standing independent macro and quantitative research firm offering subscription strategy products and asset allocation models to institutional investors — comparable subscription-driven, model-based macro research business.
• A. Gary Shilling & Co. Boutique independent macroeconomic advisory and research firm built on founder A. Gary Shilling's contrarian views — directly comparable founder-led contrarian macro research model and an endorser of Rosenberg Research.

Emerging players

• CrossBorder Capital: Independent macro research firm focused on global liquidity and capital flow analytics with subscription products — partial overlap with Rosenberg's macro strategy offering, particularly on liquidity-driven asset allocation themes.
• Hoisington Investment Management: Independent macro research and asset management firm focused on long-duration macro and deflation/rates views — partial overlap on macro/strategic research themes relevant to Rosenberg's Strategizer-style asset allocation clients.

Broad incumbents

• ISI (Evercore ISI): Large institutional macro and policy research franchise within Evercore, offering subscription strategy notes to institutional investors — broader incumbent competitor overlapping with Rosenberg's institutional Strategy & Thematic offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/EconguyRosie
• YouTubeyoutube.com/@RosenbergResearch
• Facebookfacebook.com/RosenbergResearch
• LinkedInlinkedin.com/company/rosenberg-research-and-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rosenberg Research