Expect a More Violently Flat Factor and Market Backdrop as the Election Draws Closer Dennis DeBusschere October 21, 2024 8:31 AM
State of the World & the Market/Internal Path to Year-End + Sweep Risks Dennis DeBusschere October 20, 2024 1:09 PM
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
