Dan Nathan
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RiskReversal Recap
RiskReversal Recap
12 posts · theirs
Lately
Yields Reverse a Good Bit of Yesterday’s Move with Oil Higher
Treasury to Buy More Treasuries. Yields Fall but Stocks Muted
The AI Price War Nobody Saw Coming with FirstMark's David Waltcher
Stocks Lower as Global Yields Pinch
MOU Ends. Oil, Yields Higher. Stocks Lower.
Peter Boockvar: Inflation Is The Core Disease
The Week Ahead: Retail Earnings, Fed Minutes Amid Low Vol and SPX Near Highs
Stocks Pause Friday, End Week Slightly Higher
Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
PPI Cool, Hike Odds Fall, Stocks To New Highs
Sonali Basak: Building “The Bridge” Investors Can Walk Across
CPI as Expected, Stocks Higher as Sept Hike Odds Ease.
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