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
22V Afternoon Shoot Around: Still Solid Growth and Continued Conviction in Long Deep Cyclicals Dennis DeBusschere April 3, 2024 3:10 PM
22V Afternoon Shoot Around: Data Needs to Support Easing Inflation for Risk-on Rally to Continue, Oil Update, and China Update Dennis DeBusschere April 1, 2024 2:08 PM
22V Afternoon Shoot Around: Economic Trends into the End of Q1, Low Correlations, Revisions into Earnings Season Dennis DeBusschere March 27, 2024 2:08 PM
22V Afternoon Shoot Around: Financial Conditions, Risk-on/ Value Market Internals, Gold Remains a Long Dennis DeBusschere March 25, 2024 1:59 PM
