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
2023 Recession Debate: Investors Favor Tech and Defensives, but What’s the Real Consensus? Dennis DeBusschere April 2, 2023 1:56 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
22V Survey – High Recession Odds, Lower EPS Expectations, Everyone likes Quality, Tech, and Defensives Dennis DeBusschere March 30, 2023 2:55 PM
Moving Away From the Acute Phase of Banking Issues Supports Lower Vol and Ongoing Cyclical Outperformance Dennis DeBusschere March 30, 2023 8:28 AM
