Portfolio Strategy - 22V Research

Portfolio Strategy:

CPI Revisions Today Will Help Set Rate Expectations & Market Internals + Russell Estimates Disconnect

Dennis DeBusschere February 9, 2024 8:08 AM

22V Survey: Economic Growth & Investor Preferences

Dennis DeBusschere February 8, 2024 12:03 PM

Data This Week Lowers Risk of Financial Conditions Tightening + Health Care Return Breakdown

Dennis DeBusschere February 8, 2024 8:16 AM

Echos of 3Q23 – Factor Positioning & Mean Reversal

Dennis DeBusschere February 7, 2024 8:46 AM

22V Swaps – Weekly Performance Update + Risk Factor Rebalances

Dennis DeBusschere February 6, 2024 4:51 PM

Growth is Way Too Strong Right Now

Dennis DeBusschere February 6, 2024 12:57 PM

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