Risk Reversal - 1046 podcast

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Here are our show notes for @10:46 today – we talked about the set-up in the broader markets, Qualcomm gets an upgrade ahead of earnings, energy stocks, Microsoft’s epic rally, and rising profit margins.

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

1) Macro Call:


Nasdaq 100 YTD

US 10-YR Yield 1-YR

2) Stock Call 1:

Qualcomm (QCOM) 1-YR

Texas Instruments (TXN) 1-YR

Semiconductor ETF (SMH) 1-YR

3) Stock Call 2:

Halliburton (HAL) 1-YR

Oil Services ETF (OIH) 1-YR

Crude 2-YR

4) Chart of the Week

Microsoft (MSFT) since Jan 2020

5) One For the Road:

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