ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! With the US Presidential Election just days away, Anthony Iser shares his top strategies for finding trade ideas that thrive no matter who wins. He zeroes in on Celsius Holdings, an energy drink company facing temporary setbacks but with a promis…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, join Jason MacDonald as he dives into two intriguing apparel trade ideas—one long and one short—both set to play out over the next six months. In this video, Jason explores the potential recovery of Victoria's Secret (VSCO) under…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ed Shek discusses the positive setup for equities heading into earnings season, driven by low expectations, recent economic bullishness, and trillions in the money markets. Ed sees potential for a second wave of rotation into equ…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down the latest macroeconomic data, including updates on the ISM Purchasing Managers Indices, U.S. non-farm payrolls, and the Consumer Price Index. He considers the potential for a strong market performance i…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald talks about his view on US interest rates and how it lead him to a trade idea in emerging markets.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser discusses the uncertain future of the markets, presenting two potential outcomes: a soft landing with stable markets, low unemployment, and solid earnings, or a hard landing leading to a recession, high unemployment,…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben shares fresh insights into the current market trends and discusses two specific trading ideas. He starts by highlighting the recent market rebound following the correction through August, emphasizing the shift from high-risk,…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald discusses a new trading idea focused on Alibaba (BABA), a major Chinese e-commerce company. He delves into the company's diverse business segments, including its cloud computing growth and dominance in China's onli…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser dives deep into the current state of trading the AI theme, focusing on the potential of Astera Labs Inc. Despite the recent underperformance of its stock, which has halved since its IPO, Anthony explains why he belie…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra shares valuable insights on navigating the stock market, emphasizing that it's a market of stocks with both winners and losers. He discusses his current outlook on various sectors, particularly retail and furniture, …

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek explores the shifting market dynamics and discusses how to position your portfolio amidst evolving economic scenarios. Ed revisits some past predictions that are now playing out and takes a deep dive into the potentia…

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 resi…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra discusses the importance of identifying companies with flawed business models that might be heading towards a zero valuation. He highlights how they can represent a "tail-trade" in a balanced and diversified portfoli…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser emphasizes the importance of understanding economic fundamentals at both company and sector levels. He discusses the Federal Reserve's potential rate cuts, the mixed performance in retail sales, and how a decrease in…

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 explai…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser delves into the current state of the US housing market, highlighting significant changes and potential trading opportunities. He explains that despite past resilience, leading economic indicators and recent data sugg…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra, a seasoned ITPM trading mentor, delves into last week's surprising CPI number and its implications for the stock market. Raj offers a comprehensive analysis of the CPI, exploring core goods inflation, housing costs,…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! JIn this episode Ed Shek returns to dissect the latest market trends and the pervasive Fear of Missing Out (FOMO). With the S&P, Nasdaq, and Dow at all-time highs, Ed explores the "happy talk" driving the market optimism and the underlying realit…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra breaks down the surprising moves and correlations in the market. Raj delves into the divergent performance of commodities, highlighting significant gains in copper and unexpected surges in cocoa futures. He then exam…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra looks into the implications of persistently high interest rates and evolving market dynamics. Raj explores everything from the Federal Reserve's shifting policies to unexpected behaviours in gold when compared to bot…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen updates us on the success of the commodity themed trades he's mentioned previously and then moves on to talking about a different commodity: Cannabis! Ben explores the changing landscape for Cannabis at both societa…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser explores the auto industry's evolution towards electric vehicles (EVs), highlighting the rise of hybrid technologies due to slow EV infrastructure development and declining EV resale values. He notes the stock perfor…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald dives into the antitrust actions facing major tech companies, with a spotlight on Apple, following the US Justice Department's allegations of monopolistic practices in the iPhone ecosystem. After highlighting the E…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek delves into the concept of "unfashionable re-ratings" and focuses on under-looked stocks in the Tech and AI value chain like HP Inc and Best Buy. Ed discusses potential growth in the PC market, driven by advancements …

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen highlights gold's recent movements and it's appeal to traders, especially in light of current geopolitical tensions and economic uncertainties. He then demystifies common misconceptions about the relationship betwee…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra reveals how understanding the profound impact of real-life events on human behaviour unlocks a treasure trove of trading opportunities. Specifically, Raj delves into the pressing issue of the southern border crisis i…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on the significant role AI is set to play in driving corporate earnings and reshaping the tech landscape. He splits the industry into bespoke segments for analysis - Hyperscalers, AI Hardware, AI Software and …

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald explores the record-breaking surge in US share buybacks, totaling $105 billion in early February. He examines and explains key aspects of buybacks, highlights various successes and failures, and emphasizes their pe…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen dives into 2024 market dynamics, providing an overview of important economic results and focusing on major movements in large-cap tech companies like Meta, Microsoft, Amazon, Tesla, and NVIDIA. He breaks down the rec…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser delves into how the recent conflict affecting the Suez Canal and Red Sea shipping routes are creating a unique trading opportunity in a specific shipping company. Anthony discuss the implications of sustained geopolit…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra, senior trading mentor at ITPM, dives into the latest market trends discussing the recent FOMC meeting, market reactions, and potential policy shifts. Raj breaks down the ongoing market correction, highlighting histor…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jsaon McDonald gives his take on equity valuations, return expectations and Fed policy.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser discusses Governor Waller's narrative of many rate cuts to come, and his recent change in direction. Are expectations set to change regarding a soft vs hard economic landing? Keep an eye on earnings season.…

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episodeEdward Shek outlines the importance of maintaining a flexible and balanced portfolio in light of the upcoming earnings season.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen discusses whether he thinks there will be a resurgence in small cap performance in the coming months.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra shares his outlook on areas of outperformance in the stock market, and which stocks he is looking at for his own portfolio.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald discusses whether we have seen the end of the 60/40 portfolio era, and looks at some thematic differences from the current decade to the previous.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek talks about who the big buyers in markets are and where they have gone.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen talks through the current market landscape and how fear is so important in driving market prices.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj discusses the current Gaza conflict from a trading perspective and how to play Chess, not Checkers, when making decisions.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony talks about the rhymes of today's market with the past.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ed explains the implications of the recent fall in consumer discretionary spending, and what to look out for next.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben highlights where the money is flowing in markets and the opportunities it creates.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra shares his opinion on US inflation, oil, interest rates and equities.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald gives a summary of where financial markets have been and where they are now in order to understand what might come next.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Edward Shek gives his take on oil, and how he's using it to take positions in his portfolio.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Bergreen covers various commodity markets and how they effect his portfolio decision-making.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Raj Malhotra talks about the recent Fitch credit rating downgrade to the US, and how he sees markets going forward.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser shares a couple of themes that he's been looking at for his portfolio.By Institute of Trading & Portfolio Management (ITPM)

ITPM Flash gives insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Jason McDonald shares his outlook on the Electric Vehicle industry, and which stocks he's avoiding.By Institute of Trading & Portfolio Management (ITPM)