Portfolio Strategy - 22V Research

Portfolio Strategy:

Payrolls Expected to be Poor + Lower Macro Risk Means Less Downside to PEs

Dennis DeBusschere June 5, 2025 8:32 AM

22V Surveys: Investors Split on Payrolls Reaction, Expect a Weak Payrolls Print

Dennis DeBusschere June 5, 2025 7:23 AM

Supports for Riskier Factors and Small Caps

Dennis DeBusschere June 4, 2025 8:28 AM

Thinking Through Pain Trades

Dennis DeBusschere June 3, 2025 8:33 AM

Continuing to Push the Economic Resilience Theme

Dennis DeBusschere June 2, 2025 8:17 AM

Trade War Now About Sectoral Risks Rather than Economy Wide Shocks

Dennis DeBusschere June 1, 2025 1:30 PM

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