22V Swaps: Rebound and SMID GARP the Best Performers in the Post CPI Rally Dennis DeBusschere July 17, 2024 5:39 PM
Less of a Rates Tailwind For Small Cap and Riskier Factors FROM HERE Dennis DeBusschere July 17, 2024 8:28 AM
Rate Cuts + Low Recession Risk + a WIDE Valuation Spread Leave Room for Small Caps to Run Dennis DeBusschere July 16, 2024 8:20 AM
Why Investors are Discounting Improved Economic Growth and What It Means for Internals Dennis DeBusschere July 15, 2024 8:30 AM
Benign Slowdown Impacting Rates More than Recession Risk and Fueling a Vicious Rebound in Small Caps, Value, and Debt Risk Names Dennis DeBusschere July 14, 2024 12:14 PM
Reasons for Our High Conviction that Growth Is NOT Slowing Too Quickly + What That Means for Internals Dennis DeBusschere July 12, 2024 8:46 AM