Portfolio Strategy - 22V Research

Portfolio Strategy:

Retail Sales Weakness a Step in the Right Direction + 2nd/3rd Order AI Weakness

Dennis DeBusschere June 20, 2024 8:57 AM

Size Dominance + Deteriorating Breadth

Dennis DeBusschere June 18, 2024 8:06 AM

More Data & Earnings Likely Catalysts for a Small/Risk Factor Reversal

Dennis DeBusschere June 17, 2024 8:25 AM

Why Risk-On Factors/Small Caps Lagged

Dennis DeBusschere June 16, 2024 11:51 AM

Macro Backdrop Diverges from Market Internal Backdrop

Dennis DeBusschere June 14, 2024 8:21 AM

22V Swaps: Winners Post CPI, PPI & FOMC

Dennis DeBusschere June 13, 2024 4:54 PM

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