22V Afternoon Shoot Around: Risk Averse Regime and Homebuilders Hedge Dennis DeBusschere August 17, 2026 1:00 PM
22V Afternoon Shoot Around: Margins, Europe Update, and Truist Dennis DeBusschere August 14, 2026 12:49 PM
22V Afternoon Shoot Around: Medium-Term Case for Tightening, Compute Futures, and Earnings Dennis DeBusschere August 12, 2026 1:29 PM
22V Afternoon Shoot Around: Risk-On, Low-Cost Collars, and AI Data Centers Dennis DeBusschere August 10, 2026 4:03 PM
22V Afternoon Shoot Around: Payrolls, Iran Deal, and Compute Demand Dennis DeBusschere August 7, 2026 3:05 PM
