Hello everybody! Welcome to this weekly recap of Deputy Editor Joe Ciolli’s investment stories. Please subscribe here to receive this newsletter in your inbox every week.

Bitcoin


KTS Design / Scientific Photo Library / Getty Images


Hello and welcome to Insider Investing. I’m Joe Ciolli and I’m here to show you what has happened in the markets and what to expect in the coming weeks. Here’s what’s posted:

If you are not already a subscriber to Insider Investing, you can sign up here.

Do you have thoughts about the newsletter? Do you just want to talk about markets? Please email me at jciolli@insider.com or on Twitter @JoeCiolli.

Your weekly outlook

Over the past week on the stock market, there have been several more flashes of long-awaited rotation from mega-cap tech stocks to seedy names of value. On Monday, the tech-heavy Nasdaq 100 bottomed more than 10% off recent highs before saving some face later in the week. Many popular meme stocks have been collateral damage.

But the Nasdaq could have an ace in the form of the $ 1,400 stimulus checks slipping into Americans’ bank accounts this weekend. A recent survey by Deutsche Bank found that half of all people between the ages of 25 and 34 plan to use the money to buy stocks.

Given the recent trend among retail investors to follow the momentum of tech stocks and Reddit favorites, this could be a game for the Nasdaq – and let’s face it, likely GameStop, which saw its buying spike again this past week.

2021 01 11T210111Z_1_LYNXMPEH0A1H0_RTROPTP_4_CRYPTO CURRENCY.JPG


Given Ruvic / Reuters

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

Read the full story here:

The investment boss of a crypto hedge fund breaks down on why he believes Bitcoin will reach a market cap of $ 5 trillion by 2023 – and shares two emerging areas of the asset class where he is bullish

SPACs and hedge funds 2x1


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

SPACs have given up in the past few weeks in the face of a widespread tech sell-off. There is renewed focus on what is unfavorable for investors as screams of a bubble mount.

While some traders take advantage of the slump using arbitrage strategies, others close directly. We have received exclusive data on the 20 most shorted SPACs in the market.

Read the full story here:

These are the top 20 most shorted SPACs on the market right now as skeptics put billions against the blank check revolution

Rob Arnott


Bloomberg TV


Rob Arnott, founder of Research Affiliates, has worked with companies like PIMCO and Invesco and helped develop a breakthrough investment strategy called Smart Beta. He thinks value stocks are very attractive in emerging markets and the UK right now, and says the joint buy is the “2020s trade”.

Read the full story here:

The world’s leading investment firms pay Rob Arnott for advice. He shares two investment ideas that could be considered “2020s trading” if the world recovers from COVID-19

Stock Pick Central

Are you looking for experts who are ready to give you names? Look no further: