All Reports - 22V Research

All Reports:

Update of Macro View

Gerard MacDonell April 3, 2022 6:44 PM

Natural High

John Roque April 3, 2022 5:25 PM

Three Market Theses

Dennis DeBusschere April 3, 2022 1:09 PM

Quant Market Diagnostics: 1Q Factor Rotations & Thematic Update

Dennis DeBusschere & Brian Herlihy April 1, 2022 2:34 PM

Semis Leading Down

John Roque April 1, 2022 12:25 PM

Report was indistinguishable from in-line from a beat-miss perspective, and fully consistent with a hawkish Fed.

Gerard MacDonell April 1, 2022 9:29 AM

Passion, Integrity, Excellence, Collaboration.

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