Reviewing Pricing Power vs. Over Earners Logic + REITs vs. Healthcare Trade Dennis DeBusschere January 24, 2023 7:56 AM
German Tanks (and 50bp from the ECB) Are Coming – F16s Next? Jacob Funk Kirkegaard January 23, 2023 6:58 PM
This Week is About EPS + Thinking About Macro Risks Beyond this Week Dennis DeBusschere January 23, 2023 7:42 AM
Quant Market in Numbers: Dollar Weakness Supporting the Recovery of High Foreign Sales Stocks Dennis DeBusschere & Brian Herlihy January 23, 2023 7:28 AM