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Portfolio Strategy

Portfolio Strategy:

Normal Economic Expansion Still the Backdrop + Inflation Risk Into Year-End/Early 2026

Dennis DeBusschere November 5, 2025 8:22 AM

Improving US Economic Sentiment & Reduced FCI Support

Dennis DeBusschere November 4, 2025 8:33 AM

Supports into Year End + Marking to Market AI Impact on Earnings and Margins

Dennis DeBusschere November 3, 2025 7:58 AM

Easy Financial Conditions and Firm Growth Remain the Backdrop into Year-End 2025 + Factor Divergences & AI EPS Update

Dennis DeBusschere November 2, 2025 2:49 PM

What is Driving 10yr Yields Matters for Equity Internals

Dennis DeBusschere October 31, 2025 2:52 PM

Yields Following Labor Market Concerns Lower + Thoughts on Cuts & Banks

Dennis DeBusschere October 31, 2025 8:29 AM

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