Trading the infrastructure bill, plus strategies for Archegos fallout

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.

biden pittsburg infrastructure plan getty

Hello and welcome to Insider Investing. I’m Joe Ciolli, and I’m here to guide you through what’s been happening in markets. 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.


How to trade the infrastructure bill

Biden infrastructure

President Joe Biden recently announced a $2 trillion plan to rebuild American infrastructure. We spoke to Global X infrastructure analyst Andrew Little about 5 stocks he thinks stand to benefit.

UBS is also looking for opportunities specifically in the commodity space. The firm recently revealed 8 such trades it says can each lead to 10%-plus returns as raw-material prices surge.

Read the full stories here:

An analyst for the top-performing infrastructure ETF in the US this year shares 5 stocks set to benefit for years from Biden and Congress’ expected multitrillion-dollar package

UBS says these 8 commodity trades could make you a return of at least 10% as the reopening and Biden’s $2 trillion infrastructure plan send prices surging


Strategies for Archegos fallout

Bill Hwang

For investors that were spared serious fallout from the implosion of Archegos, the whole ordeal is a good opportunity to reevaluate certain approaches, and perhaps even capitalize on the chaos.

From a “Warren Buffett trade” investors can use to take advantage, to strategies designed to profit from mispricings, we’ve been busy compiling recommendations.

Read the full stories here:

An options expert breaks down how the secretive derivatives instruments at the center of the Archegos implosion work – and shares a ‘Warren Buffett trade’ that investors can execute to take advantage of stocks impacted by the $30 billion selling spree

2 experts in the risky product that triggered Archegos’ $20 billion margin call break down the market implications of the blowup – and share how traders can take advantage of the heightened volatility

An investor who used to work for Baupost’s Seth Klarman explains why he thinks the Archegos implosion is the ‘Frankenstein version of GameStop’ – and shares how to replicate hedge fund performance without taking on huge risks


99th-percentile internet investing

Ryan Jacob

Ryan Jacob’s mutual fund – the Jacob Internet Fund (JAMFX) – is up 201% over the last year. He shared with us 5 stocks he thinks will crush Wall Street estimates going forward. And while he tends to stay away from large-cap firms, he shared which two FAANMG stocks he likes most.

Read the full story here:

Ryan Jacob’s internet fund tripled in value over the last year and beat 99% of its peers over the past 3. He shared 5 stocks he’s betting on for their ‘very significant’ upside – and the 2 FAANMG firms he thinks will grow 20-30% per year.


Stock pick central

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

Read the original article on Business Insider

Hedge funds vs. Chamath, plus finding gems in overlooked mid-cap stocks

Hello and welcome to Insider Investing. I’m Joe Ciolli, and I’m here to guide you through the current market and investing landscape. The newsletter will be taking a week off and returning on April 11. Here’s what’s on the docket:

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Check out our new investing e-book:

The definitive guide to picking long-term stock-market winners, according to America’s top-ranked fund managers.

Investing editor Akin Oyedele showcases eight star fund managers, their performance highlights, and their five biggest stock holdings.


Hedge funds vs. Chamath

iconq chamath palihapitiya

SPACs have been caught in a harsh sell-off along with growth stocks as bond yields rise. Billionaire Chamath Palihapitiya has been among those most affected, with short-sellers making $40 million betting against his SPACs year-to-date. We break down the wagers being made against Chamath’s three most high-profile SPACs.

Read the full story here:

Hedge funds are ramping up bets against Chamath Palihapitiya’s SPACs and have already taken home $40 million this year. Here’s a detailed look at the wagers they’re making.


The case for overlooked mid-cap stocks

Amy Zhang

Amy Zhang manages $11 billion across small- and mid-cap funds for Alger – one of which has generated a 138% return over the past year. She explains why the mid-cap equity space is teeming with opportunity, and shares 3 of her top stock picks.

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A fund manager who’s returned 138% in the past year shares 3 mid-cap stocks poised to surge as the economic reopening accelerates – and breaks down why investors should consider this overlooked yet outperforming asset class


4 charts for the future

A trader waits for news while working on the floor of the New York Stock Exchange following a halt in trading in New York, July 8, 2015.  REUTERS/Lucas Jackson

David Keller is the chief market strategist at Stockcharts.com and an expert at technical analysis. We asked him what charts investors should be looking at now, and what they’re indicating assets might do going forward. He responded with four that he dissected in detail.

Read the full story here:

A chief market strategist shares 4 must-see charts that forecast the next big moves in stocks, bonds, and gold – and 6 trades set to surge on what happens next


Stock pick central

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

Read the original article on Business Insider

Investing in sports cards, plus a 3-part bitcoin strategy spanning the entire ecosystem

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.

NBA Top Shot Press Logo_Collectibles_
NBA Top Shot.

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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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

This past week featured more tug-of-war in the stock and bond markets between fears of runaway inflation and confidence in the economic recovery. The highlight of the week was Fed Chair Jerome Powell’s press conference as part of the central bank’s rate decision, which seemingly soothed investor nerves and caused stocks to surge into the close.

Then the next day everyone seemed to get cold feet. The 10-year Treasury yield spiked yet again to a more than one-year high, signaling renewed inflation fears. That helped take a 3% bite out of the tech-heavy Nasdaq on Thursday. Now heading into next week the market once again finds itself seemingly rudderless and vulnerable to inflationary mood swings.

The input to watch this week will once again be the 10-year yield, which has become the foremost indicator of inflation fears. It’s the highest since January 2020 right now. If investors continue to question Powell’s insistence on maintaining stimulative asset purchases, it could spike even more. Then stocks – namely tech – could tank further. Stay tuned.


Investing in sports cards

Trading cards

The rise of sports betting and NFTs like NBA Top Shot have fueled a trading boom in sports cards. Collectable is a trading platform that allows fans to buy fractional shares of valuable cards. CEO Ezra Levine breaks down how digital collectibles could boost returns and hedge inflation.

Read the full story here:

NFTs like NBA Top Shot are fueling a trading boom in million-dollar sports cards. The CEO of a fractional sports investing platform breaks down why digital collectibles are the ‘perfect intersection of passion and profits.’


3-part bitcoin strategy

Bitcoin generic images

Norwegian tycoon Kjell Inge Rokke recently joined a growing list of billionaires to embrace bitcoin. In a recent 23-page shareholder letter, Rokke lays out his three-fold bitcoin investing strategy. He specifically details why he sees bitcoin as a solution instead of a problem for its perceived challenges.

Read the full story here:

A Norwegian billionaire who just set up a $59 million unit to invest in the bitcoin ecosystem breaks down his 3-fold strategy – and shares why he believes the digital currency is actually a solution to many of its perceived challenges


How to find long-term compounders

Polen Capital small cap PMs

Tucker Walsh and Rayna Lesser Hannaway manage the Polen US Small Company Growth fund, which has returned 104% to investors over the past year. They unpack the “flywheel criteria” they use to identify so-called compounders, and also share three long-term small-cap stock picks set to surge as part of the reopening trade.

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The portfolio managers of a small-cap growth fund that returned 104% to investors in the past year share 3 stocks that are set to surge as part of the reopening trade – and lay out how they identify long-term compounders


Stock pick central

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

Read the original article on Business Insider

Bitcoin’s path to $5 trillion, plus the market’s 20 most-shorted SPACs right now

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

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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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.


The path to a $5 trillion market cap for bitcoin

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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.

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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


The 20 most-shorted SPACs in the market

SPACs and hedge funds 2x1

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.

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


The ‘trade of the 2020s’

Rob Arnott

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:

Read the original article on Business Insider

How to find post-selloff opportunities, plus Cathie Wood on NFTs

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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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 recap/outlook

This past week was one where the market just couldn’t make up its mind. US stocks surged on Monday after suffering their worst decline in months the prior week. Then inflation fears and spiking bond yields spooked investors anew as Fed Chair Jerome Powell failed to calm nerves.

The tides turned again on Friday as anxious dip-buyers quickly pulled tech stocks back out of correction following a monster jobs report that nearly doubled forecasts. Now it’s anyone’s guess where the market heads next week. 

The volatility is stemming at least partially from uncertainty around how signs of economic progress should be interpreted. On one hand, encouraging labor-market data should have investors excited about the prospect of increased consumer spending. But on the flip side, an economy that runs too hot risks runaway inflation – the sort of thing addressed by higher interest rates. And when rates rise, stocks lose luster. It’s quite the catch-22.

What made this past week so unique was how wildly sentiment swung from “bad news is good news” to “good news is good news,” often in the same day. Whichever camp investors decide on will largely dictate market action in the near term. And the main inputs for that will continue to be economic data, Fed comments, and stimulus progress. Stay tuned.


Strategies for dominating after a sell-off

NYSE Trader smile happy

The US stock market was whipsawed last week by fluctuating expectations for post-stimulus inflation. Tech stocks fell into correction territory and one point before rallying into the weekend. It was the type of environment that creates opportunities for well-prepared investors.

In response to the volatility, UBS detailed 3 ways investors can take advantage of the swings. Meanwhile, investment strategist Luke Lloyd of Strategic Wealth Partners shared the single sector and 4 specific stock picks poised to beat the market in the aftermath.

Read the full stories here:

UBS shares 3 ways investors can take advantage of market swings following the late-February selloff – and lays out 3 sectors that can benefit from higher growth and interest rates

An investment strategist shares the stock sector and 4 specific picks that offer the best chance to beat the market following the Treasury yield-driven sell-off in tech


Cathie Wood talks NFTs and bitcoin

Cathie Wood

Cathie Wood’s main fund has declined sharply since its record close on February 12 amid a broad tech sell-off. In a recent interview, Wood said she’d focus on high-conviction names during extended corrections. She also shared why she’s very excited about NFTs and her bullish thoughts on five top Ark Invest holdings.

Read the full story here:

Ark CEO Cathie Wood explains why she is ‘very excited’ about NFTs, the collectible tokens that are trading for millions online – and shares her latest thoughts on 5 top holdings, including bitcoin


Strategies from a 99th-percentile investor

MOh_Hi_Res

Michael Oh, manager of the Matthews Asia Innovators Fund, is up nearly 200% over the past 10 years, which puts him in the top 1% of his peer group. He broke down for Insider the four pillars of his investing strategy, and shared three stocks he likes over the next five to 10 years.

Read the full story here:

Michael Oh has beaten 99% of his peers over the last 10 years. He told us the 4 pillars of his investing strategy, and shared 3 stocks he thinks will see explosive growth over the next 5-10 years.


Stock pick central

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

Read the original article on Business Insider

5 ways to hedge against an inflation spike, plus what it’s like to work for Cathie Wood

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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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 recap/outlook

This past week was a total throwback. GameStop traders ran rampant. The US stimulus outlook caused significant market gyrations. It felt like the last week January all over again.

GameStop surged 104% in the final 30 minutes of trading on Wednesday and extended those gains to 311% at Thursday intraday highs. The spike was enough to cost short-sellers – apparently gluttons for punishment – another $1.9 billion in mark-to-market losses. The rally petered out on Friday, but it was refreshing for everyone’s favorite brick-and-mortar game retailer to get another couple days in the sun.

Strangely enough, the latest GameStop frenzy was largely overshadowed by a bond-market tantrum that saw 10-year Treasury yields climb to a more than one-year high. The culprit was renewed inflation fears stemming from President Biden’s proposed $1.9 trillion stimulus bill.

The worry is that consumer prices will overheat as the US economy snaps back into shape, and the Fed’s assurance that it will keep a loose monetary policy for the foreseeable future did nothing to soothe nerves. The most overvalued segments of the stock market – most notably mega-cap tech – sold off swiftly as the skyrocketing yields suddenly made bonds an attractive alternative.

At the center of all this going forward, per usual, is the economic recovery. The degree of progress will inform ongoing stimulus negotiations, which will stoke further debate about inflation risk. The narrative that prevails will determine whether the bond-market outburst was a flash in the pan, or a longer-term development that could upend portfolios and send stocks into another tailspin. Stay tuned.


5 ways to guard against inflation

Traders in the S&P 500 stock index futures pit signal offers near the close of trading at the Chicago Mercantile Exchange May 23, 2007

John Normand of JPMorgan is keeping a close eye on rates, and says a small increase could make a huge difference because the economy is so leveraged. Normand says he’s still “comfortable” investing today, but that might change if real rates pick up. He laid out five asset classes that will protect investors if inflation ramps up.

Read the full story here:

JPMorgan says these 5 cross-asset hedges are the best ways to protect portfolios from stimulus-driven inflation


Working at Cathie Wood’s Ark Invest

cathie wood ceo ark invest profile 2x1

All eyes were on Cathie Wood’s Ark Invest this past week amid volatility in tech stocks. In recent interviews, two Ark analysts share how Wood has built the firm to weather pullbacks – and their responses provide insights into what it’s like to work at the reputed firm.

Read the full story here:

Famed investor Cathie Wood has staffed her firm with analysts in their 20s and 30s as she looks to predict the future. 2 analysts break down what it’s like to work at Ark Invest.


SPAC winners and losers 

Traders and clerks at the CME Group toss confetti to celebrate the final trading session of the year December 31, 2010

The red-hot SPAC craze isn’t slowing as 154 SPACs have raised $48.5 billion so far this year. JPMorgan’s Michael Cembalest studied 85 SPACs to examine the winners and losers in the ecosystem. He also shared why it will be important to monitor the SPAC market over the next two years.

Read the full story here:

The chairman of investment strategy at JPMorgan’s $2.2 trillion asset management arm studied 85 completed SPAC IPOs – and lays out the winners and losers in the ‘significant wealth transfers’ within the ecosystem


Stock pick central

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

Read the original article on Business Insider

The cult of Cathie Wood, plus SPAC-picking tips from a former CEO

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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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 recap/outlook

The CEO of Robinhood, a hedge fund manager who lost 53% in January, a day-trader who made $48 million on GameStop, and Ken Griffin walk into a bar…

No, this is not the beginning of a bad finance joke. It’s the actual collection of individuals grilled by Congress on Thursday in a high-profile display of political theater the stock market has rarely experienced before.

Gabe Plotkin – the famed hedge funder who took home $846 million in 2020, then took a massive bath on his GameStop short last month – was asked with a straight face if he’s a registered broker. He was later asked if he thought short-selling constituted market manipulation, to which he replied “no” (presumably because it doesn’t). Nobody pronounced Vlad Tenev’s last name right for five straight hours. Keith Gill (known on YouTube as Roaring Kitty) was mostly ignored. It was nobody’s idea of a productive time.

But the sheer fact that the hearing happened at all shows that the Reddit-based day-trader community has everyone’s attention, and isn’t going anywhere. So what comes next? Despite his lack of air time on Thursday, Gill is still facing significant legal hurdles. Robinhood still has many questions to answer about its operations, its role in “inciting” reckless trading, and just how much money it has under management – not to mention that IPO it’s been planning. And only when first-quarter hedge filings start to trickle out will we get a full idea of who won and lost during the whole ordeal.

Outside of Reddit mania, the press for more stimulus continued. The timeline for Biden’s $1.9 trillion package is looking like mid-March now, and there’s still considerable haggling over what exactly will be included. On the economics front, debate is waging over inflation, and whether the sudden fiscal injection will cause prices to overheat. If that happens, it could mean bad news for the Reddit traders riding high on momentum stocks right now – and perhaps an opportunity for a short-seller redemption.


The cult of Cathie Wood

cathie wood ceo ark invest profile 2x1

Cathie Wood, the founder of ARK Invest, has amassed legions of obsessed followers. Wood has become a favorite of the Wall Street Bets crowd, and successfully kept control of her firm. Now, with assets accumulating and new funds coming out, the question is: can she sustain her success?

Read the full story here:

Cathie Wood made a career betting on the future. Insiders reveal how the ARK Invest founder won the funds (and hearts) of memelord traders and boomer investors alike.


Picking SPACs with the former CEO of Barings

Tom Finke

Tom Finke is the former CEO of the $345 billion asset manager Barings and a board member of Invesco. He and his partner recently raised $115 million via their SPAC Adara Acquisition Corp. (ADRA). Finke breaks down why he is jumping on the SPAC bandwagon and shares what to look for in SPACs.

Read the full story here:

Tom Finke recounts how he went from running a $345 billion money manager to joining in the SPAC boom as a sponsor – and shares 3 characteristics investors should look for in an ideal blank-check company


4 real-estate investing trends from a manager who’s returned 446% to clients over the past decade

brooklyn real estate better than manhattan green 2x1

Jeff Kolitch has returned 446% to investors via the $1.1 billion Baron Real Estate Fund since 2009. The 29-year veteran investor breaks down the four trends driving the real-estate market in 2021. He also shares 11 “attractively valued” real-estate stocks and their upside potential.

Read the full story here:

A 29-year real-estate veteran who’s returned 446% to investors in the past decade breaks down the 4 trends driving the sector in 2021 – and shares 11 ‘attractively valued’ stocks


Stock pick central

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

Read the original article on Business Insider

How Robinhood gets users addicted, plus Cathie Wood talks Tesla and GameStop

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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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 saw the market zeitgeist shift somewhat away from the pesky day-trading rascals on Reddit and towards bitcoin, which repeatedly set new records. The red-hot cryptocurrency got a coveted co-sign from Tesla, which said that it bought $1.5 billion worth and would start accepting it as payment.

It then surged even more to all-time highs after further adoption from the likes of Mastercard and BNY Mellon. With bitcoin now back at record highs, some age-old questions will persist over the coming weeks: Can increasingly widespread adoption continue to offset concerns the coin’s price is overextended? And who else will follow the lead of these high-profile companies?

But the return of crypto didn’t mean all was quiet on the Reddit front. There was significant day-trader interest around cannabis stocks throughout the week, pegged to expectations that federal legalization will gather steam under the Biden administration. Volume for options – the preferred investing vehicle for risk-hungry Wall Street Bets users – surged to records.

The initial pop in cannabis names did quickly subside, raising questions of whether the Reddit crowd will again be able to achieve the level of consensus and interest that made its GameStop wager so effective. The sudden interest in the cannabis space also showed the unpredictability of the Reddit cohort, which seems to shift its focus at a moment’s notice.

Lastly, stimulus will remain at top of mind for investors this coming week, even if progress has been slow and frustrating at times. The market still responds immediately to any sort of incremental development, so keep an eye out for guidance from politicans or further package details.


The design features that make Robinhood so addictive

robinhood gamification trading app 2x1

By all indications, Robinhood has become the investing app for beginner retail traders. Its sleek design, flashy features, and simple interface have attracted 13 million users since 2013. Insider spoke with 10 users and industry experts to find out how Robinhood has transformed trading.

Read the full story here:

GENERATION ROBINHOOD: How the trading app conditioned its inexperienced users to obsessively play the market


Cathie Wood & Co. discuss Tesla, GameStop, and the Chinese stock behind Clubhouse

Cathie Wood

Last week Ark CEO Cathie Wood said stocks are not in a bubble, but bonds are. She and her team break down the implications of Tesla’s $1.5 billion bitcoin investment, and also share the investment case for the Chinese stock behind the audio chat app Clubhouse.

Read the full story here:

Cathie Wood and her analysts discuss why Tesla’s $1.5 billion bitcoin purchase could trigger a wave of corporate investments, the fallout of the GameStop-AMC phenomenon, and their bullish views on the Chinese stock behind Clubhouse


Short-selling strategies from the man who wrote the book on it

Nitin Sacheti Papyrus Headshot

Nitin Sacheti is the founder and portfolio manager of Papyrus Capital, a long/short hedge fund. In a book called “Downside Protection,” Sacheti detailed his unique short-selling strategy. He breaks down how he evaded the short squeeze on meme stocks, and shares what stocks he’s buying.

Read the full story here:

A hedge fund manager who wrote a definitive book on short-selling breaks down how his strategy helped him evade the squeeze on GameStop – and shares what types of stocks he’s buying and shorting now


Stock pick central

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

Read the original article on Business Insider