All Reports - 22V Research

All Reports:

Godfather – Part 1

John Roque May 8, 2022 6:32 PM

High Uncertainty + Seemingly High Conviction

Dennis DeBusschere May 8, 2022 12:39 PM

Quant Market Diagnostic: 1Q Earnings Sentiment Roundup – Deep Deteriorations

Dennis DeBusschere & Brian Herlihy May 6, 2022 2:51 PM

Neither hawkish nor dovish, very slightly weaker than expected, and not a scene changer so far as I can see

Gerard MacDonell May 6, 2022 9:49 AM

Macro Community Thinks More Tightening Will Be Needed

Dennis DeBusschere May 6, 2022 7:53 AM

Weekly Topical Survey & Sentiment Report – PEs, Oil, & China

Dennis DeBusschere May 5, 2022 4:24 PM

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