How to navigate pre-election market madness — and how to trade a K-shaped recovery
Hello everyone! Welcome to this weekly roundup of
With so many cross-currents to monitor, it can be confusing to know how to invest. For instance, a trade that capitalizes on coronavirus vaccine progress may be outdone by a specific election scenario. There are markedly few clear-cut outcomes.The Investing team at Business Insider realizes this, and has been busy identifying
seven portfolio moves to make right now in anticipation. Columbia Threadneedle has been hard at work analyzing 650
For more, see below Business Insider's best Investing stories of the week, which include a wide array of additional recommendations, strategies, and tips for navigating uncertainty.Thanks for reading!
-- Joeolder picks and successful investments during the coronavirus crash have helped him double the return of the typical fund in the category this year.
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A fund manager who's doubling up the competition in 2020 tells us his strategy for investing in the 'K-shaped' economic recovery — and details the only 2 stocks he added as the market recovery took off
A longstanding Fed critic, he believes that the central bank has overstepped its original mandate and has artificially kept alive unproductive and highly indebted companies by pumping liquidity into the financial system.He explains why the famous "Warren Buffett indicator" is signaling a frothy market and shares two key indicators to watch. Read the full story here:
'The largest asset bubble and disconnect from the economy ever': A widely followed market strategist outlines the negative side effects of Fed intervention — and shares the 2 signals he's using to monitor the situation
Jim Rogers — a legendary trader profiled in Jack Schwager's classic "Market Wizards" series and the chairman of Rogers Holdings — started trading in 1968 with just $600. Rogers misinterpreted his initial success in
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Market wizard Jim Rogers started trading with $600 and now has a reported net worth of $300 million. He shares the 8 trading rules that ensured his success.
Stock pick central
Seeking experts who are willing to name names? Look no further:
- BANK OF AMERICA: Buy these 11 under-owned stocks ahead of their earnings reports because they're the most likely candidates to beat expectations in the weeks ahead
- MORGAN STANLEY: Buy these 61 stocks that will offer major earnings-driven upside following an imminent 10% market sell-off
- Buy these 6 financial-sector stocks that offer the most attractive risk-reward combo as the economy improves, according to BofA
- The head of sustainable investing at a $95 billion advisory firm shared with us 4 stocks that are leading the way as companies embrace the social-justice movement
- Bank of America shares 12 under-owned stocks likely to soar on earnings this quarter with investing conditions ripe for the picking
- GOLDMAN SACHS: Buy these 13 unloved vaccine stocks that have the potential to spike on positive treatment updates
- Buy these 22 European value stocks to cash in on a possible 10% rally in early 2021 — but avoid these 6 'value traps,' Bank of America says
To Goldman Sachs derivatives strategist Vishal Vivek, the resulting underperformance of vaccine stocks makes them a bargain right now. He highlights 13 such stocks currently being underappreciated by the market — meaning shrewd investors should go long.
Quote of the week"If you're going to identify opportunity in companies that are off, you've got to have number one, a capital structure to get to the other side. And point number two is, when demand comes back, you have to be a winner. You have to not just merely survive, but survive to win."
-- Todd Ahlsten, manager of the top-performing Parnassus Core Equity Fund, breaking down what he looks for when hunting stock-market bargains
- 1.28 lakh people over 60 years get 1st dose of COVID vaccine on first day
- Chinese hackers target Indian vaccine makers SII and Bharat Biotech: Report
- GST revenue up 7% year-on-year in February to over ₹1.13 lakh crore
- Here is the list of common side-effects of COVID-19, so that you don't panic if you get these
- These are the top 10 likely IPOs scheduled in March 2021