Reviewing Pricing Power vs. Over Earners Logic + REITs vs. Healthcare Trade Dennis DeBusschere January 24, 2023 7:56 AM
This Week is About EPS + Thinking About Macro Risks Beyond this Week Dennis DeBusschere January 23, 2023 7:42 AM
More Wage Data Needed Before there is a Clear Forward Path for Internals Dennis DeBusschere January 22, 2023 12:39 PM
More Wage Data Needed Before there is a Clear Forward Path for Internals Dennis DeBusschere January 22, 2023 12:39 PM
Earnings Season & Quiet Period Mean Lower Correlations + Limited Downside Risks to Margins Dennis DeBusschere January 20, 2023 7:42 AM
22V China Survey – Bullish on Commodities and Chinese Equities, No Effect on Fed Dennis DeBusschere January 19, 2023 3:04 PM
