22V Afternoon Shoot Around: Tighter Financial Conditions Playbook, Gold Chart Spotlight, Looking Past US Supply Bottlenecks in Natural Gas Dennis DeBusschere April 17, 2024 3:03 PM
22V Afternoon Shoot Around: Higher Revenues & Stronger Margins, Screening with a Profitability Bias, Potential Shorts from a Technical Perspective Dennis DeBusschere April 16, 2024 8:42 AM
22V Afternoon Shoot Around: Higher Nominal Rates to Offset Growth, Potential Upside for Index Level Earnings, and Commodities Highlight. Dennis DeBusschere April 12, 2024 1:54 PM
22V Afternoon Shoot Around: Thinking Through CPI, Risk Performance Across Market Caps, China’s Excess Capacity Dennis DeBusschere April 10, 2024 2:33 PM
22V Afternoon Shoot Around: Update on Financial Conditions, Portfolio to Benefit from Deep Cyclical Outperformance Outside of Deep Cyclicals, Rising Gasoline Prices Unlikely to Curb Demand Dennis DeBusschere April 8, 2024 1:58 PM
22V Afternoon Shoot Around: Employment Report Hot but Not Worryingly So and a Spotlight on Deep Cyclicals + Commodities Dennis DeBusschere April 5, 2024 3:16 PM
