Portfolio Strategy - 22V Research

Portfolio Strategy:

Mixed Expectations for 4Q Growth + Case Against a Sharp Slowdown

Dennis DeBusschere November 10, 2023 8:01 AM

22V Growth Survey: Pessimistic Growth Expectations from Company Commentary and Alternative Data

Dennis DeBusschere November 9, 2023 10:59 AM

The Burden of Proof Remains on Proving a Soft Landing

Dennis DeBusschere November 9, 2023 8:16 AM

Early Cyclicals + Spec Tech Gaining as Yields Move Lower + Unpacking Small Cap Outlook

Dennis DeBusschere November 8, 2023 8:10 AM

Tighter Not Tight Lending + the Shifting Profile of Risk Factors

Dennis DeBusschere November 7, 2023 8:08 AM

Slowdown Needed to Support a 4Q Rally Started Playing Out Last Week But There is a Long Way to Go

Dennis DeBusschere November 6, 2023 8:29 AM

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