Be Careful Pressing Lower 1-yr Yield Positions While the Consumer Remains Strong + a Longer-Term USD Headwinds Dennis DeBusschere May 16, 2025 8:38 AM
Budget Driven 10yr Yield Increases are a Headwind to the Risk Rally + Focus on Growth and Fundamental Momentum Dennis DeBusschere May 15, 2025 8:50 AM
Risk-On and Cyclicals Continue to Benefit from Tariff-lite Progress and Falling Recession Odds Dennis DeBusschere May 14, 2025 8:18 AM
Tactical Rerating of Risk, Smaller Caps, Deep Cyclicals, and Value Likely to Continue With AI as a Differentiator Dennis DeBusschere May 13, 2025 8:21 AM
Better Real Growth Prospects Driving a Risk-On Rotation as US-China Tariffs Fall More than Expected Dennis DeBusschere May 12, 2025 8:22 AM
Tariff Climb-Down Paths and What They Mean for Internals + Fair Value Update Dennis DeBusschere May 11, 2025 3:24 PM
