ITPM Flash Ep46 Rotation Makes The World Go Round
ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Ed Shek
delves into the strategic reasoning behind adding a rotation trade
to his portfolio. Ed discusses the current two-tier...
13 Minuten
Podcast
Podcaster
Beschreibung
vor 1 Jahr
ITPM Flash provides insight into what professional traders are
thinking about in the markets RIGHT NOW! In this episode, Ed Shek
delves into the strategic reasoning behind adding a rotation
trade to his portfolio. Ed discusses the current two-tier market
scenario, dominated by high-performing hyperscalers and
underperforming value stocks. He explains why now is the time he
wants to rotate out of a high performing stock to a value-based
alternative, despite the prevailing market trends. Through
analysis of earnings growth rates, liquidity flows, and economic
indicators, Ed makes a compelling case for a cautious yet
proactive approach to portfolio management. Watch the full video
to find out more about how to build and manage your portfolio in
the current market environment!
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