22V Afternoon Shoot Around: US-China Escalation, Tech Hardware & Equipment, and HYG Hedge Update Dennis DeBusschere October 10, 2025 2:44 PM
China QuickTake: Parsing the Risks of US-China Escalation Michael Hirson & Houze Song October 10, 2025 1:52 PM
Productivity & the ERP Argue Against Today Being a Bubble + Tech Hardware vs. Software Dennis DeBusschere October 10, 2025 8:24 AM
Two New Sector Trade Ideas Based on Our Strategy Team Findings and Updating Their Negative Homebuilder Call With a New November Hedge Idea Jeff Jacobson October 9, 2025 9:56 AM
