Offsets to Current Headwinds Suggest a Violently Flat Market Rather than a Selloff – Focus on Less Economically Sensitive Factors & Sectors Dennis DeBusschere August 4, 2025 8:22 AM
A Somewhat More Stagflationary Environment Suggests Flatter Curves and Upside to Defensive Factors Dennis DeBusschere August 3, 2025 1:30 PM
Macro News Mean Payrolls are Unlikely to be a Positive Catalyst + Low Vol Looking More Interesting Dennis DeBusschere August 1, 2025 8:01 AM
22V Surveys: Investors Expect Risk-On Reaction and Urate is the Key Indicator Dennis DeBusschere July 31, 2025 12:41 PM
Underappreciated Point on the Likely Path of FCI + Marking to Market Our Factor Views Post Fed Dennis DeBusschere July 31, 2025 8:36 AM
