Portfolio Strategy - 22V Research

Portfolio Strategy:

Market Internals are Already Pricing the Risk of Bad Inflation

Dennis DeBusschere November 22, 2024 8:05 AM

22V Swaps: All SMID Cap Swaps Will Benefit from a Valuation Normalization

Dennis DeBusschere November 21, 2024 5:01 PM

Broad AI Weakness a Short-Term Growth Headwind + China Equity Sentiment Weakening

Dennis DeBusschere November 21, 2024 8:08 AM

Thoughts on Retail and Transports as Retail Reporting Gets Underway

Dennis DeBusschere November 20, 2024 8:44 AM

Some Thoughts About Trading From Here to Year-End

Dennis DeBusschere November 19, 2024 8:18 AM

Inflation Probably Won’t Be a Problem, But the Burden of Proof Has Shifted

Dennis DeBusschere November 18, 2024 8:18 AM

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