Portfolio Strategy - 22V Research

Portfolio Strategy:

Welcome to 2023! Prepare for Narrative Shifts and Factor Reversals

Dennis DeBusschere January 2, 2023 2:58 PM

Happy New Year! & Laying Out the 1Q23 Factor Reversal and Range Bound Market Call

Dennis DeBusschere December 30, 2022 8:49 AM

Stocks Getting Ahead of Rates Which Sets Up a Reversal Trade. Too Strong Alternative Employment Data is Still a Complicating Factor

Dennis DeBusschere December 29, 2022 8:33 AM

1Q Macro & Fundamentals Setting Up Another Mean Reversion Trade

Dennis DeBusschere December 28, 2022 9:18 AM

Beyond Peak Pessimism?

Dennis DeBusschere December 27, 2022 8:55 AM

Quant Market in Numbers: Macro Volatility and High Correlations to Fade in 2023

Dennis DeBusschere December 23, 2022 12:59 PM

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