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ITPM Flash Ep65 Get Shorty
Manage episode 461608633 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Edward Shek for this episode, where he explores the rapidly shifting trading landscape and the opportunities it presents. With narrowing tech leadership, weak global economic signals, and a focus on risk-adjusted returns, this episode is packed with actionable insights. Ed talks through two short trade ideas for his portfolio: CDW Corporation, grappling with slowing public sector demand and lackluster growth prospects, and Palantir, a high-valuation favorite vulnerable to downside risk. Each trade idea is structured to maximize returns while managing risk effectively. Stay tuned for strategies that prioritize consistency and adaptability over chasing trends.
151 episodes
Manage episode 461608633 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Join Edward Shek for this episode, where he explores the rapidly shifting trading landscape and the opportunities it presents. With narrowing tech leadership, weak global economic signals, and a focus on risk-adjusted returns, this episode is packed with actionable insights. Ed talks through two short trade ideas for his portfolio: CDW Corporation, grappling with slowing public sector demand and lackluster growth prospects, and Palantir, a high-valuation favorite vulnerable to downside risk. Each trade idea is structured to maximize returns while managing risk effectively. Stay tuned for strategies that prioritize consistency and adaptability over chasing trends.
151 episodes
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