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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.



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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 [email protected]com or on Twitter @JoeCiolli.


Biden infrastructure



Jonathan Ernst/Reuters


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


Bill Hwang




Fuller Studio



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


Ryan Jacob



Jacob Internet Fund


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:



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