Playing the commodity supercycle, plus 10 cheap, disruptive tech stocks
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Hello and welcome to Insider Investing. I'm Joe Ciolli, and I'm here to guide you through the current market and investing landscape. Here's what's on the docket:
- We spoke to former Goldman commodities trader Tony Greer, who explained why he thinks the ongoing supercycle has further to run. He shared 5 stocks and an ETF to play his highest-conviction subsectors.
- Dave Sekera, the chief US market strategist at Morningstar, says it's hard to find any real bargains in the market right now. We pressed him on the matter, and he shared with us 10 disruptive tech stocks that also look underpriced compared to peers.
- Colin Lancester used to be the head of macro strategies for Citadel, and he recently authored a book detailing the fictional journey of a macro trader. He detailed for us the 5 qualities that make a great trader, and provided his current market outlook.
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Playing the commodity supercycle
Tony Greer, an ex-Goldman commodities trader, runs the independent research firm TG Macro. In an interview with Insider, Greer broke down why he believes the bull case for commodities remains intact. He also shared 5 stocks and an ETF to play his highest-conviction subsectors.
Read the full story here:
An ex-Goldman trader breaks down why he is 'salivating' to buy the dip in grain stocks - and shares 5 stocks and an ETF to play the commodity supercycle
10 cheap, disruptive tech stocks
Dave Sekera, the chief US market strategist at Morningstar, says it's hard to find any real bargains in the market right now. But he still shared with us 10 disruptive tech stocks that also look underpriced relative to peers, as well as the top tech themes worth investing in.
Read the full story here:
Morningstar's chief US market strategist explains how to find tech stocks that can disrupt and triumph long-term, and shares 10 picks that are still underpriced in an increasingly expensive market
5 qualities of a great trader
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Colin Lancaster is a hedge fund manager and the former head of macro strategies for Citadel. He also authored the book "Fed Up," which details the fictional journey of a macro trader. He laid out for us the 5 qualities that make a great trader, and provided his current market outlook.
Read the full story here:
A former head of macro strategy at legendary hedge fund Citadel lays out the 5 key qualities he believes makes a great trader - and provides a rare outlook on the future of the industry
Stock pick central
Seeking experts who are willing to name names? Look no further:
- Bank of America says to buy these 31 small- and mid-cap stocks with average implied upside of nearly 30%, as they represent its best ideas for the 2nd half of 2021
- DEUTSCHE BANK: Buy these 16 small- and mid-cap stocks from the bank's consistently market crushing portfolio - including 2 expected to surge over 50%
- Credit Suisse says to buy these 18 tech stocks now while they're cheap and ahead of their years of powerful profit growth
- UBS lays out the case for buying these 47 stocks across 11 sectors that are 'preferred winners' from a $140 trillion transition to clean energy that will transform the industry
- These 5 under-the-radar stocks are primed for a short-squeeze, as investors weigh up the Fed's more hawkish outlook, according to Fintel