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Risk Reversal - 1046 podcast

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Here are our show notes for @10:46 today – we talked about the rise in rates and subsequent sell-off in tech, Morgan Stanley’s Wells Fargo downgrade, Bernstein’s Boeing upgrade, and gaps in earnings guidance.

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


1) Macro Call:

2) Stock Call 1:

3) Stock Call 2:

4) One For the Road:

5) Chart of the Week

 


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