Portfolio Strategy - 22V Research

Portfolio Strategy:

Financial Conditions Biased Tighter, and Risk Assets Face Headwinds, But This Isn’t 2022

Dennis DeBusschere September 22, 2023 8:20 AM

Powell’s Focused on Too Strong Growth. Expect Financial Conditions to Tighten Through Stocks and Credit.

Dennis DeBusschere September 21, 2023 8:28 AM

Focus on 2024 Cut Estimates & Powell’s Language + Housing Headwind Gone + Margins Support Into 3Q Reporting

Dennis DeBusschere September 20, 2023 8:07 AM

22V FOMC Survey: Less Focus on the Fed

Dennis DeBusschere September 19, 2023 12:13 PM

Reengaging With the Average Stock

Dennis DeBusschere September 19, 2023 8:06 AM

Tough to Short Bonds Ahead of the Fed + Energy & GARP Thoughts

Dennis DeBusschere September 18, 2023 8:37 AM

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