Portfolio Strategy - 22V Research

Portfolio Strategy:

USD Strength and High CPI Expectations Restraining Yields

Dennis DeBusschere November 11, 2024 8:29 AM

Stay Long SMID Cap, Value, and Risk Post Election & Long Duration Laggard Trades

Dennis DeBusschere November 10, 2024 3:32 PM

Focus on Inflation Data, Not Labor Data + Fair Value Across Market Caps

Dennis DeBusschere November 8, 2024 8:34 AM

Fed Reaction Function + The Case for Even Lower Vol

Dennis DeBusschere November 7, 2024 8:28 AM

22V FOMC Survey: Investors Think the FOMC Tomorrow Won’t Matter Much

Dennis DeBusschere November 6, 2024 1:56 PM

The Election Favors Laggards

Dennis DeBusschere November 6, 2024 8:19 AM

Passion, Integrity, Excellence, Collaboration.

Invest intelligently with 22V Research.

Click here to become a client and access our research.