Portfolio Strategy - 22V Research

Portfolio Strategy:

Trading is Unusually Tough Near Term

Dennis DeBusschere March 10, 2025 8:40 AM

What to Focus on From Here – Feedback Loops

Dennis DeBusschere March 9, 2025 2:14 PM

22V Swap Highlight: Long Durables & Housing, Short Consumer Services

Dennis DeBusschere March 7, 2025 1:30 PM

Payroll Reads & Thinking Through US Reorientation as a Goal

Dennis DeBusschere March 7, 2025 8:12 AM

Walking Through Payroll Scenarios + Oversold Update

Dennis DeBusschere March 6, 2025 8:26 AM

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

Dennis DeBusschere March 5, 2025 12:51 PM

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