Portfolio Strategy - 22V Research

Portfolio Strategy:

22V Weekly Swaps Performance Update – Idiosyncratic Theme PE Spreads

Dennis DeBusschere December 5, 2023 4:35 PM

2024 EPS, Recession Odds & Fair Value

Dennis DeBusschere December 5, 2023 8:29 AM

How We Think About The Macro Backdrop In Relation To Sectors & Factors

Dennis DeBusschere December 4, 2023 8:19 AM

Review of High Conviction Calls

Dennis DeBusschere December 3, 2023 1:51 PM

High Recession Fears + Low Recession Odds is Good for Risk

Dennis DeBusschere December 1, 2023 8:28 AM

22V 2024 Recession, EPS Survey

Dennis DeBusschere November 30, 2023 3:39 PM

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