RiskReversal Recap
Dan Nathan, CC Lagator, Timmy Adami, Guy Adami| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2239 | Founded | 8 years ago | Last Issue | 6 days ago |
| Active | |||||
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riskreversal.substack.comLatest Issues
Oil, Yields Lower, Stocks Higher on Potential Agreement with Iran
Market Wrap
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Delay on new Iran strikes, possible agreement to end hostilities
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QQQs +3.3% despite software lower on ORCL
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SMH +7% today, nearly +10% off this week’s lows, and just -5% off all time highs
It initiall...
Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ Danny Moses is joined by Dan Nathan to break d...
Stocks Red on Hot Inflation, Hotter Persian Gulf
Market Wrap
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US10YY 4.54% after hot CPI, into likely hot PPI
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Oil back above $90 on US/Iran
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Industrials, Consumer Discretionary lower
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Tech lower but less wild than past few sessions
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VIX above 22
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ORCL (...
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Dan Nathan is joined by Dan Ives of Wedbush Securities for a wide-ranging look at the AI trade, fresh off Ives' trip to Apple's WWDC. They dig into whether Apple has finally gotten back in the AI game with its new developer foundation and G...
A Volatile Day Ends with Stocks Well off Highs, and Lows.
Market Wrap
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Extremely volatile action, VIX pops above 23, closes near 20
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SPX 3% range, QQQ 6%, and SMH nearly 10%
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Crude back below $90
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US10YY 4.53% into tomorrow’s CPI
In yesterday’s note, we expressed some...
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