PBOC Buyback Lending Supporting Equities + U.S. Backdrop and Small(er) Cap Risk Premiums Increasingly Supportive of Riskier Assets Dennis DeBusschere October 18, 2024 8:57 AM
22V Swaps: Fundamental Factors Come into Focus, Risk out of Focus Dennis DeBusschere October 17, 2024 4:24 PM
Risk Internals Becoming Less Sensitive to Inflation Data + XRT Trade Dennis DeBusschere October 17, 2024 7:58 AM
Compelling Small Cap Fair Value, an Election Sweep Trade, and Tools for Tracking AI Usage Dennis DeBusschere October 16, 2024 7:52 AM
Value Performance Improving + Attractive Small(er) Cap Setup Dennis DeBusschere October 15, 2024 8:14 AM