Tech wreck, the new Blackberry, and the afternoon action
The great dispersion continues into the third trading session of the year. High multiple stocks are suffering, while low multiple stocks outperform. Plus Value outperforms Growth, and Industrials outperform Tech. Should you chase these moves, or fade them? We’ll discuss. Plus, the last remaining Blackberry phones went dark yesterday, as the company pivots to its software business. We’ll talk to the CEO about the next chapter. And, we’ll highlight the afternoon action in markets. We’ve got the story & the trade in Intel, AT&T and Beyond Meat.
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