Portfolio Strategy - 22V Research

Portfolio Strategy:

De-Escalation Rally & What is Priced Today

Dennis DeBusschere April 10, 2025 8:38 AM

22V CPI Survey: Severe Downside Consensus is a Recession and 2025 Core Inflation at 2.9%-3.0%

Dennis DeBusschere April 9, 2025 3:03 PM

The Basis Trade and Implications for Central Bank Intervention

Dennis DeBusschere April 9, 2025 8:48 AM

Anything Pointing to Deals is Incrementally Positive + Mag 7 vs. Hedges

Dennis DeBusschere April 8, 2025 8:28 AM

What We are Focused on Tracking Today

Dennis DeBusschere April 7, 2025 8:03 AM

Practical Implications of Tariffs

Dennis DeBusschere April 6, 2025 4:30 PM

Passion, Integrity, Excellence, Collaboration.

Invest intelligently with 22V Research.

Click here to become a client and access our research.