Portfolio Strategy - 22V Research

Portfolio Strategy:

The Macro Conditions for Mean Reversion in January

Dennis DeBusschere January 2, 2025 8:13 AM

Update on Two High Conviction Themes

Dennis DeBusschere December 31, 2024 7:57 AM

Risk to Internals + How the Yield Curve Impacts the Mega Cap Debate

Dennis DeBusschere December 30, 2024 8:04 AM

The Risk Driving Internals and an Important Housing Related Point

Dennis DeBusschere December 27, 2024 8:29 AM

More Thoughts on the 10yr Yield & Overall Backdrop + Consumer Discretionary Spotlight

Dennis DeBusschere December 26, 2024 9:27 AM

An important Point to Think Through

Dennis DeBusschere December 24, 2024 8:59 AM

Passion, Integrity, Excellence, Collaboration.

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