Portfolio Strategy - 22V Research

Portfolio Strategy:

FCI Dynamics Part 2 & the 10yr

Dennis DeBusschere May 21, 2024 8:23 AM

FCI Dynamics + Staples & Discretionary Screening

Dennis DeBusschere May 20, 2024 8:27 AM

Harder to Monetize Macro Risks for Now & When that Will Change + Themes to Track

Dennis DeBusschere May 19, 2024 11:41 AM

Volatility is Biased Lower Across Assets and Market Caps & Continuing to Press Long Early Cyclicals

Dennis DeBusschere May 17, 2024 8:20 AM

Less Bad Inflation Data + More Normal Growth

Dennis DeBusschere May 16, 2024 8:23 AM

22V Swaps: Trading Post CPI & John Roque’s Technical Scores

Dennis DeBusschere May 15, 2024 4:33 PM

Passion, Integrity, Excellence, Collaboration.

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