MRKT Call 1/3/2023: Same As It Ever Was
RiskReversal Pod
00:00
Is Reshoring for Apple a Good Idea?
There's really no support below this kind of $120 level down to 100. That would nearly be a 50% retracement from its all-time highs. I think reshoring for this company is bad for their margins. If it got there on a downgrade to guidance, and it might be the sort of capitulation you'd need in a name like this.
Play episode from 17:18
Transcript
