Equity Linked Strategies: Options Look Cheap, but Realized Vol is Still Below Implied Vol Dennis DeBusschere May 18, 2023 9:58 AM
Economic, Credit, and Inflation Trends Don’t Support the Post Bank Failure Market Narratives Dennis DeBusschere May 18, 2023 8:19 AM
Retail Sales Emphasizes the Importance of Micro over Macro Themes Dennis DeBusschere May 17, 2023 7:55 AM
Weakness in China a Commodity Headwind + The Case for the Consumer and Against Retail Dennis DeBusschere May 16, 2023 7:57 AM
Soft Landing Odds Edging Higher as Inflation Declines, Which is a Headwind for Deep Cyclicals Dennis DeBusschere May 15, 2023 8:57 AM