Stay Long SMID Cap, Value, and Risk Post Election & Long Duration Laggard Trades Dennis DeBusschere November 10, 2024 3:32 PM
Trump Returns, Powell Speaks, Lots of G20 Data Flows, and UN Annual Climate Discussions Kim Wallace November 10, 2024 3:10 PM
22V Afternoon Shoot Around: FOMC Wrap Up, Fair Value, China: National People’s Congress Standing Committee, and Productivity Data Dennis DeBusschere November 8, 2024 3:25 PM
Quant Market Diagnostics: 3Q Earnings Recap Dennis DeBusschere & Brian Herlihy November 8, 2024 2:25 PM
Operating leverage: still more rewarded in copper miners than in gold miners Colin Fenton November 8, 2024 12:39 PM
Macro context around Powell’s very familiar sounding comments on productivity yesterday Gerard MacDonell November 8, 2024 12:19 PM
