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
Quant Market in Numbers: Macro Volatility and High Correlations to Fade in 2023 Dennis DeBusschere December 23, 2022 12:59 PM
Risk-Off Leading into Year-End, Little Support for Deep Cyclicals, but PMI Expectations Point Toward Early-Cyclical Gains in 2023 Dennis DeBusschere December 23, 2022 8:24 AM
China’s Growth Focus and U.S. Confidence Do Not Change the Disinflation/Slower Economic Activity Trend Dennis DeBusschere December 22, 2022 8:19 AM