All Reports - 22V Research

All Reports:

Market/Cyclicals Less Attractive Short-Term, Fed will Remain Hawkish Medium-Term, Cyclicals and Quality Growth Still Our Favorites Longer-Term

Dennis DeBusschere November 20, 2022 12:26 PM

Quant Market Diagnostics: Unprofitable Names Following Their Typical Bear Market Rally Pattern

Dennis DeBusschere & Brian Herlihy November 18, 2022 2:02 PM

Rising risks of a hasty Covid pivot

Michael Hirson November 18, 2022 1:44 PM

Briefly reiterating some important themes

Gerard MacDonell November 18, 2022 1:08 PM

Brief aside the Taylor Rule

Gerard MacDonell November 18, 2022 12:22 PM

Risk Management Says Don’t Be Short Unprofitable Tech While Longer-Term Trends Support Higher Quality, Profitable Names

Dennis DeBusschere November 18, 2022 7:59 AM

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