On Investing

Breadth Is Back: What’s Powering Markets Beneath the Surface (With Dennis DeBusschere)

10 snips
Feb 6, 2026
Dennis DeBusschere, president and chief market strategist at 22V Research, explains how a weaker dollar and AI-driven productivity shifts are reshaping markets. He discusses factor-based investing, breadth returning to equities, monetary policy signals, and where risks and opportunities may lie. Short, sharp takes on sectors likely to benefit from broadening leadership and changing macro dynamics.
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ANECDOTE

Margin Hike Triggered Precious Metals Shakeout

  • Liz Ann described a parabolic rise then violent clearing in gold and silver driven by retail FOMO and higher margins.
  • The CME margin hike forced leveraged positions to liquidate and amplified the plunge and rebound.
ANECDOTE

Why The Firm Is Called 22V

  • Dennis explained 22V's name as an homage to his dad, who wore number 22 for the Knicks.
  • 'V' stands for victory and the firm's colors mirror Knicks blue and orange.
INSIGHT

Productivity Lift May Be Durable, Boosting Growth

  • Productivity has risen notably since COVID, likely from firms moving to the efficient frontier.
  • Dennis DeBusschere views this uplift as durable and a key driver of 2–2.5% potential GDP.
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