Portfolio Strategy - 22V Research

Portfolio Strategy:

IDEA: Re-upping the China Trades

Dennis DeBusschere September 26, 2024 5:55 PM

China Stimulus Moves + Quantifying the Divergence Between Strong U.S. Macro Data and Market Internals

Dennis DeBusschere September 26, 2024 8:28 AM

Short vs. Long Term China Outlook + Copper & Deep Cyclical Supports

Dennis DeBusschere September 25, 2024 8:27 AM

China Stimulus Helping Support a Bounce While longer-Term Outlook Unchanged + Reasons Inflation is NOT Likely to Follow Growth Higher

Dennis DeBusschere September 24, 2024 8:18 AM

First Rate Cuts, Macro Conditions, and Offside Factors

Dennis DeBusschere September 23, 2024 8:06 AM

Takeaways from AI Evolution Webinar

Dennis DeBusschere September 20, 2024 1:55 PM

Passion, Integrity, Excellence, Collaboration.

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