Portfolio Strategy - 22V Research

Portfolio Strategy:

Historic 4Q Rally + Little Reason to Expect Fed Pushback in Early 2024

Dennis DeBusschere December 28, 2023 8:38 AM

Not Too Late to Own Small Caps

Dennis DeBusschere December 27, 2023 8:25 AM

High Level Macro Confirming Move Away from Recession + Broader Asset Class Comments

Dennis DeBusschere December 26, 2023 8:30 AM

Narrower Mortgage Spreads Better for Deep Cyclicals than Homebuilders + 2024 Risk and Idio Themes

Dennis DeBusschere December 22, 2023 8:08 AM

22V 2024 Sector, Factor, and Thematic Survey

Dennis DeBusschere December 21, 2023 1:27 PM

Deep Cyclicals Trade in 1H24 + Growing Housing Risk for 2H24

Dennis DeBusschere December 21, 2023 8:28 AM

Passion, Integrity, Excellence, Collaboration.

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