Research - 22V Research

22V Research Reports

April 13, 2026 - 08:00

Background: Great piece by Krugman on dollar, which I torture to support my own point

Analysts

Gerard MacDonell

Portfolio Strategy

April 13, 2026 - 07:49

Idio and Thematic Tailwinds Into Earnings

Analysts

Dennis DeBusschere

Brian Herlihy

Kevin Brocks

Sophia Wang

April 13, 2026 - 07:49

Time to deemphasize marginal rent inflation

Analysts

Gerard MacDonell

Derivatives Strategy

April 12, 2026 - 19:11

Following the 8% Rally and Sharp Drop in Implied Volatility, Now is Not the Time to Abandon Index Hedges

Analysts

Jeff Jacobson

April 12, 2026 - 17:00

Quant Market in Numbers: Non-Recessionary Macro Outlook with Improved Labor Market Sentiment

Analysts

Dennis DeBusschere

Brian Herlihy

Sophia Wang

Kevin Brocks

Washington Policy

April 12, 2026 - 15:06

War Reverberations, 2Q26 Congressional Agenda, AI Governance, Trump Cabinet Members’ Testimonies, Global Public Finance in DC

Analysts

Kim Wallace