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Risk Reversal - @10:46

Here are our show notes for @10:46 today – we talked about Morgan Stanley’s macro call weighing the reopening trade, Goldman Sachs removing their sell rating from Apple (AAPL), and Verizon’s (VZ) downgrade by MoffettNathanson. @10:46 is brought to you by OpenExchange.

 

If you missed the live show, you can watch a recording of it:


1) Macro Call: Mike Wilson at Morgan Stanley

SPX chart

Netflix 1yr chart

Spotify 1yr chart

Zoom 1yr chart

 

2) Stock Call 1: Goldman Sachs removes Apple’s (AAPL) sell rating

Apple 1yr chart

 

3) Stock Call 2: MoffettNathanson downgrades Verizon (VZ)

Verizon 1yr chart

AT&T 1yr chart

T-Mobile 1yr chart

 

4) One For the Road: UPS

UPS 1yr chart