Portfolio Strategy - 22V Research

Portfolio Strategy:

Macro Conditions Favors a Persistently Inverted Curve & Micro Themes Over Directional Calls

Dennis DeBusschere May 28, 2024 8:01 AM

FCI Concerns and CPI Context + Tracking AI Trades

Dennis DeBusschere May 24, 2024 8:36 AM

22V AI Survey

Dennis DeBusschere May 23, 2024 4:23 PM

Fed Thoughts + AI & Market Skew

Dennis DeBusschere May 23, 2024 8:26 AM

22V Swaps: Quality and Profitability Leadership Resumes

Dennis DeBusschere May 22, 2024 5:18 PM

Fedspeak Reinforcing Policy Expectations + Digging in on Utilities Performance

Dennis DeBusschere May 22, 2024 8:35 AM

Passion, Integrity, Excellence, Collaboration.

Invest intelligently with 22V Research.

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