Risk-On Internals Consistent with Falling Tail Risks, But Inflation Data Needs to Be Closely Monitored Dennis DeBusschere January 23, 2026 8:21 AM
Software Continues to Work Worst and Insurance Best Within AI Dennis DeBusschere January 22, 2026 4:20 PM
Constructive Macro and Fundamental Backdrop for Risk-on & Small Caps Dennis DeBusschere January 22, 2026 8:08 AM
Marking to Market – Modest Risk to Easy FCI Call Given Less Benign Inflation Data + Increased Geopolitical Risk a Headwind Recent Market Winners Dennis DeBusschere January 19, 2026 12:14 PM
