Lower Recession Odds are Leading to Better Sales EPS. It Is Still Important to Avoid Extrapolating Out Trends Dennis DeBusschere May 19, 2023 8:27 AM
22V Survey Results: Recession Expectations Significantly Lower, EPS better Dennis DeBusschere May 18, 2023 3:39 PM
Equity Linked Strategies: Options Look Cheap, but Realized Vol is Still Below Implied Vol Dennis DeBusschere May 18, 2023 9:58 AM
Economic, Credit, and Inflation Trends Don’t Support the Post Bank Failure Market Narratives Dennis DeBusschere May 18, 2023 8:19 AM
Retail Sales Emphasizes the Importance of Micro over Macro Themes Dennis DeBusschere May 17, 2023 7:55 AM
Weakness in China a Commodity Headwind + The Case for the Consumer and Against Retail Dennis DeBusschere May 16, 2023 7:57 AM
