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All Reports

All Reports:

Software Continues to Work Worst and Insurance Best Within AI

Dennis DeBusschere January 22, 2026 4:20 PM

Oct-Nov PCE Data in Line, but that’s a Bit Hawkish

Peter Williams January 22, 2026 11:41 AM

Constructive Macro and Fundamental Backdrop for Risk-on & Small Caps

Dennis DeBusschere January 22, 2026 8:08 AM

Quant Market in Numbers: Fed Sentiment (FRSS) Suggests Improved Macro Backdrop

Dennis DeBusschere & Brian Herlihy January 22, 2026 7:23 AM

Quick Update on Trump’s Greenland Detente

Jacob Funk Kirkegaard January 21, 2026 5:00 PM

22V Afternoon Shoot Around: 10yr, Wintrust Outperform, Greenland Situation

Dennis DeBusschere January 21, 2026 2:25 PM

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