On the Ground Narrative Gaining Traction + Mean Reversal Screening Dennis DeBusschere October 24, 2023 8:29 AM
Why Yields are Rising Matters for Financial Conditions and Internals Dennis DeBusschere October 23, 2023 8:08 AM
4Q Focus Update – Growth Still Too Strong but Tightening Financial Conditions Encourage Slower Activity into Year End Dennis DeBusschere October 22, 2023 1:13 PM
22V Market Survey: Investors are Concerned About Geopolitics & Too-Strong Growth, Like Energy, Dislike Discretionary and Real Estate, and are Focused on Fundamental Factors Dennis DeBusschere October 20, 2023 12:02 PM
Strong Consumer Demand Means More Destocking Reversal AND More Pressure on Debt Laden Companies Dennis DeBusschere October 19, 2023 7:57 AM
