ITPM Flash Ep49 Return to Value

ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Ben
Berggren analyzes recent market trends, focusing on the
volatility affecting major tech stocks like Microsoft, Amazon,
Meta, and others, and their significant declines from recent
highs. He discusses the broader market's resilience, particularly
in financials, industrials, and value stocks. Ben also delves
into key economic indicators, including PMI and the PCE Index, to
provide insights into economic growth and inflation, and he
shares specific investment ideas, including a potential long play
on Alcoa and a short play on Lockheed Martin, given current
industry and geopolitical factors. Ben concludes by emphasizing
the growing shift towards value-oriented stocks and what it means
for investors in the coming months. Enjoy the episode!