Portfolio Strategy - 22V Research

Portfolio Strategy:

Lower Nearby Recession Odds Mean More Mean Reversion Amid Still High Uncertainty

Dennis DeBusschere June 5, 2023 8:05 AM

Data Continues to Move, Slowly and Unevenly, Toward a Soft Landing

Dennis DeBusschere June 4, 2023 2:27 PM

Payrolls Focus, AHE Uncertainty

Dennis DeBusschere June 2, 2023 7:59 AM

22V Payrolls Survey: Labor Market Loosening to Start in August, Survey Consensus around BBG Estimate for Tomorrow

Dennis DeBusschere June 1, 2023 1:27 PM

Weakening Risk/Reward Ahead of Increasingly Likely Loosening of Labor Markets

Dennis DeBusschere June 1, 2023 8:10 AM

Mean Reversion Update and Thoughts on EPS and Market Returns

Dennis DeBusschere May 31, 2023 8:06 AM

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