Portfolio Strategy - 22V Research

Portfolio Strategy:

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

22V Swaps – Launching a Rebound Basket

Dennis DeBusschere July 11, 2024 4:28 PM

Inline Core CPI Today Would Confirm September Rate Cut Expectations

Dennis DeBusschere July 11, 2024 7:51 AM

22V CPI Survey: Investors Expect CPI to be Risk-On and Lower than Consensus

Dennis DeBusschere July 10, 2024 11:11 AM

Orderly Slowdown & Possible September Cut Could Disrupt the Momentum Trade + Basel III Helping Banks

Dennis DeBusschere July 10, 2024 8:16 AM

Passion, Integrity, Excellence, Collaboration.

Invest intelligently with 22V Research.

Click here to become a client and access our research.