David Abramson's Contributions

Alpine Macro's David Abramson on Energy Outlook, Commodity Rotation

April 2, 2024 – Oil and commodities have climbed by double digits so far this year when looking at the widely-followed commodity CRB index and are now outperforming tech stocks. FS Insider is joined by Alpine Macro Chief US Strategist...

Roaring 20s More Likely than Stagflationary 70s, Says David Abramson

Dec 12, 2023 – David Abramson, Chief US Strategist and Director of Research at Alpine Macro, joins FS Insider to explain the similarities between now and the Roaring 20s which experienced a deflationary or disinflationary boom accompanied by...

Alpine Macro's David Abramson on Early Phase of 'AI Bubble', Bull Case for Gold and Oil

Jun 20, 2023 – David Abramson, Chief US Strategist at Alpine Macro, joins FS Insider to provide his view on AI-related tech stocks, gold, and oil. David says that three of the four components for bubbles historically are currently operating...

David Abramson on Volatility, Long-Term Energy Outlook, and Tech's 'Ten-Year Curse'

Dec 23, 2022 – David Abramson at Alpine Macro discusses the key takeaways from their large investment conference held in October, including the expectation for ongoing outperformance in the energy sector, a potential ten-year curse...

Alpine Macro's David Abramson on Energy, Big Tech's 'Ten-Year Curse', and Getting Ready for More Volatility

Nov 15 – FS Insider speaks with David Abramson, Alpine Macro's Chief US Strategist and Director of Research, about his outlook for the energy sector, the broader commodity complex, and why big tech may now suffer a 'ten-year curse'...

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