Portfolio Strategy - 22V Research

Portfolio Strategy:

High Bond Volatility Until Data Rolls Over and Consumer Tailwinds Fading

Dennis DeBusschere June 15, 2022 8:06 AM

Extreme Moves, Aggressive Rate Hike Expectations & Data Driven Markets

Dennis DeBusschere June 14, 2022 8:19 AM

Fed Will Fight Economic Winners Until Inflation Falls

Dennis DeBusschere June 13, 2022 8:28 AM

How To Think About CPI & Some Short Ideas

Dennis DeBusschere June 10, 2022 7:51 AM

Weekly Topical Survey & Sentiment Report – Exposure Higher than Expected, CPI Lead-in

Dennis DeBusschere June 9, 2022 2:10 PM

Stagflation Gap – Slowing Growth with Sticky Inflation – is a Problem for Risk Assets

Dennis DeBusschere June 9, 2022 7:53 AM

Passion, Integrity, Excellence, Collaboration.

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