OPEC Move and China’s Growth Slowdown a Short-Term Support for Deep Cyclicals but Doesn’t Change the Growth or Policy Path Dennis DeBusschere April 3, 2023 8:32 AM
Quant Market in Numbers: Sector-Focused Insights and Rankings from Our Updated LightGBM Model Dennis DeBusschere & Brian Herlihy April 3, 2023 7:51 AM
2023 Recession Debate: Investors Favor Tech and Defensives, but What’s the Real Consensus? Dennis DeBusschere April 2, 2023 1:56 PM
Quant Market Diagnostic: Rebalancing Yield Cure Re-steepening & Negative Correlation Portfolios Dennis DeBusschere & Brian Herlihy March 31, 2023 2:21 PM
Highlighting Sector and Factor Divergences – Tech Less Popular and Quality More Popular Than Investors Think + Fair Value Under Different Recession Odds Dennis DeBusschere March 31, 2023 8:29 AM
