Hello everyone! Welcome to this weekly roundup of Investing stories from deputy editor Joe Ciolli. Please subscribe here to get this newsletter in your inbox every week.

Bitcoin




KTS Design/Science Photo Library/Getty Images



Hello and welcome to Insider Investing. I’m Joe Ciolli, and I’m here to guide you through what’s been happening in markets, as well as what to expect in the coming weeks. Here’s what’s on the docket:

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Have thoughts on the newsletter? Just want to talk markets? Feel free to drop me a line at jciolli@insider.com or on Twitter @JoeCiolli.


Your weekly outlook

The past week in the stock market saw a few more flashes of the long-awaited rotation out of mega-cap tech stocks, and into beaten-down value names. On Monday the tech-heavy Nasdaq 100 bottomed out more than 10% below recent highs before saving some face later in the week. Many popular meme stocks were collateral damage.

But the Nasdaq may have an ace in the hole in the form of the $1,400 stimulus checks due to hit Americans’ bank accounts as soon as this weekend. A recent survey from Deutsche Bank found that half of all people between the ages of 25 and 34 plan to use the money to buy stocks.

Considering the recent tendency for retail investors to chase momentum in tech stocks and Reddit favorites, it could be game on for the Nasdaq — and let’s be honest, probably GameStop, which saw a spike of renewed buying this past week.


2021 01 11T210111Z_1_LYNXMPEH0A1H0_RTROPTP_4_CRYPTO CURRENCY.JPG



Dado Ruvic/Reuters


Jake Ryan, the chief investment officer of crypto asset hedge fund Tradecraft Capital, explains how bitcoin could reach a market cap of $5 trillion by 2023 and $20 trillion by 2030. He also shares two emerging areas of the crypto-asset market that he’s bullish on.

Read the full story here:

The investing chief of a crypto hedge fund breaks down why he thinks bitcoin will achieve a $5 trillion market cap by 2023 — and shares 2 emerging areas of the asset class that he’s bullish on


SPACs and hedge funds 2x1



Brian Snyder/Reuters; Michael Loccisano/Getty Images; Samantha Lee/Insider


SPACs have taken a beating in recent weeks amid a broad tech sell-off. It’s put renewed focus on which are out of favor with investors as cries of a bubble mount.

While some traders are capitalizing on the slump using arbitrage strategies, others are shorting outright. We obtained exclusive data on the market’s 20 most-shorted SPACs.

Read the full story here:

These are the 20 most-shorted SPACs in the market right now as skeptics wager billions against the ‘blank-check’ revolution


Rob Arnott




Bloomberg TV



Rob Arnott, the founder of Research Affiliates, counts firms like PIMCO and Invesco as clients and helped create a groundbreaking investing strategy called smart beta. He thinks value stocks in emerging markets and the UK are very attractive right now, and says buying them together is the “trade of the 2020s.”

Read the full story here:

The world’s top investment firms pay Rob Arnott for advice. He shares 2 investing ideas that could go down as ‘the trade of the 2020s’ as the world bounces back from COVID-19


Stock pick central

Seeking experts who are willing to name names? Look no further:





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