Some admittedly dubious inferences from what ADP seems to be saying Gerard MacDonell November 11, 2025 1:41 PM
Home Prices are the Biggest Contributor to Poor Affordability + Buying the AI Pullback Dennis DeBusschere November 11, 2025 8:26 AM
Takeaways from BAAB: Credit in a good place, Regulatory Environment Conducive for Capital Tailoring & Continued M&A Bill Hebel November 11, 2025 6:57 AM
22V Afternoon Shoot Around: Shutdown Update, AI, and a Gold Options Idea Dennis DeBusschere November 10, 2025 1:16 PM
Amid Pullback Fundamentals of AI Names are Unusually Strong Dennis DeBusschere November 10, 2025 8:33 AM
Quant Market in Numbers: Strong 3Q Earnings with Less Focus on Tariffs Dennis DeBusschere & Sophia Wang November 9, 2025 6:30 PM
