All Reports - 22V Research

All Reports:

Mag 7 the Source of Funds for Defensives, Not Deep Cyclicals

Dennis DeBusschere March 19, 2024 8:04 AM

The consensus now entertains as a possibility the practical implications of the 2-Stage Disinflation hypothesis

Gerard MacDonell March 18, 2024 9:57 PM

22V Afternoon Shoot Around

Dennis DeBusschere March 18, 2024 1:57 PM

Quant Market in Numbers: Another Round of Increased Mean Reversal

Dennis DeBusschere & Brian Herlihy March 18, 2024 8:56 AM

Inflation is Slowing, Not Changing, the Fed Policy Path

Dennis DeBusschere March 18, 2024 8:08 AM

Sticky but not newly alarming

Gerard MacDonell March 17, 2024 4:55 PM

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