David Rosenberg on BNN 11/26 link below (about 7 min). Basically his points were:
S&P overvalued - really "no so great recovery"
GDP is 2% not 5% being factored into the market
bullish on gold and commodities - their portfolio's reflect this ...also like corp bonds
believes $$ go down and gold up
http://www.bnn.ca/news/14051.html