Portfolio Strategy - 22V Research

Portfolio Strategy:

Actual Reductions in Tariffs Needed to Sustain the Rebound, Particularly in Smaller Caps

Dennis DeBusschere May 5, 2025 8:21 AM

The Risk Hard data Follow soft data Aggressively Lower is Significantly Reduced as of Sunday May 4th

Dennis DeBusschere May 4, 2025 2:19 PM

Nuances Around the Payroll Report + Fair Value Alternatives

Dennis DeBusschere May 2, 2025 8:00 AM

22V Surveys: Investors Expect Risk-Off Reaction and Lower Payrolls than Consensus

Dennis DeBusschere May 1, 2025 12:47 PM

Focused on Internals After the 8% S&P Rally

Dennis DeBusschere May 1, 2025 8:17 AM

1Q Demand Trends Mean a Recession is Not the Base Case, Even as Risks Increase + USD Weakness a Modest Support for EPS

Dennis DeBusschere April 30, 2025 8:28 AM

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