22V Afternoon Shoot Around: Cash Use, Claims, and NVDA Earnings Trade Dennis DeBusschere November 17, 2025 2:04 PM
Policy Expectations Mean Little Reason to Expect More FCI Tightening Near-Term + How Ai Capex Impacts Fair Value Dennis DeBusschere November 17, 2025 8:21 AM
Volatility Setup Ahead of NVIDIA (NVDA) Earnings This Week With Two Trades I Favor if Long Shares Jeff Jacobson November 16, 2025 7:00 PM
Quant Market in Numbers: AI Capex Surge Showing Signs of Crowding Out Buybacks Dennis DeBusschere & Brian Herlihy November 16, 2025 6:30 PM
Uh oh, another bank institute is looking at lower end deposits Gerard MacDonell November 16, 2025 6:18 PM
Congress 4Q25 Agenda, Fed Speakers Galore, Global Value Chains Conference, MBS in DC Kim Wallace November 16, 2025 4:40 PM
