RiskReversal Recap
Dan Nathan, CC Lagator, Guy Adami| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2268 | Founded | 8 years ago | Last Issue | 3 days ago |
| Active | |||||
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riskreversal.substack.comLatest Issues
Rotations Out of Semis Continues. Muted Reaction To Jobs Miss.
Some of the rotations showing up at the start of the new quarter continued. Semiconductor names were under pressure for a second straight session, while some of the more beaten-up areas of tech, particularly software, seemed to benefit.
Wh...
July Begins With a Semi Pullback
Stocks mixed to lower to begin the new month and quarter. Semiconductors pulled back after recent runs toward all-time highs, while several Mag 7 names, most notably META and MSFT, were higher. Financials also had a strong session. The SPX...
David Rosenberg: "There Are No More Bears Left" In This Market
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive...
Semiconductors Power Indices to Huge Gains on the Quarter
June ended on a strong note, capping off what was an impressive quarter for equities. Despite the volatility and sharp selloff in early June, both the SPX and NDX recovered nearly all of those losses and finished the quarter just below thei...
Semis Shake Off Early Decline, Lead Market Higher.
Stocks kicked off the shortened holiday week with a solid rally, shaking off renewed tensions around the Strait of Hormuz over the weekend and an early selloff in semiconductors. SMH was down more than -3% shortly after the open, but buyers...
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