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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:
- We spoke to Jeff Dorman, a former Wall Streeter turned CIO of $200 million crypto asset manager Arca. He shared 3 themes and 10 tokens he’s betting on in crypto.
- For our Rising Stars of Equity Research list, we selected 19 young analysts 35 and under covering a wide range of sectors from gaming to natural gas. The group hails from top Wall Street firms including Bank of America, JPMorgan, and Morgan Stanley.
- SPAC short-sellers have raked in more than $500 million in mark-to-market profits over the past 30 days. Exclusive data from S3 Partners details the 10 most profitable SPAC shorts in the market right now.
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Have thoughts on the newsletter? Just want to talk markets? Feel free to drop me a line at jciolli@insider.
10 top crypto tokens
Arca
Arca
Jeff Dorman is the chief investment officer of the $200 million crypto asset manager Arca. He shares 3 themes and 10 tokens he’s betting on in crypto, and also walks through an example of how to execute special situations investing in digital assets.
Read the full story here:
The investing chief of crypto asset manager Arca shares the 3 themes and 10 tokens he’s betting on – and explains how to execute his special-situations investing strategy in digital assets
The rising stars of equity research
Courtesy of Deutsche Bank; Courtesy of Goldman Sachs; Courtesy of JPMorgan; Courtesy of UBS; Marianne Ayala/Insider
For our Rising Stars of Equity Research feature, we selected 19 young analysts 35 and under covering a wide range of sectors from gaming to natural gas. The group hails from top Wall Street firms including Bank of America, JPMorgan, and Morgan Stanley.
Read the full story here:
Meet the rising stars of equity research, up-and-comers making calls on everything from the next big electric car maker to the return of live events
The 10 most profitable SPAC shorts right now
Brian Snyder/Reuters; Michael Loccisano/Getty Images; Samantha Lee/Insider
SPAC short-sellers have raked in more than $500 million in mark-to-market profits over the past 30 days. Their bearish bets have paid off amid a steep decline in SPAC market sentiment and overall performance.
Exclusive data from S3 Partners details the 10 most profitable SPAC shorts in the market right now.
Read the full story here:
SPAC short-sellers have taken home $500 million in 30 days. These are the 10 most profitable blank-check companies to bet against right now.
Stock pick central
Seeking experts who are willing to name names? Look no further:
- Garvin Jabusch and Jeremy Deems returned 141% to investors over the last year by betting on innovation. They share 5 stocks they’re bullish on for the long-term – including one they ‘very comfortably predict’ will surge at least 300%.
- Jefferies unveils 14 stocks with exposure to the booming NFT opportunity as digital collectibles continue to become more mainstream despite the recent price slump
- GOLDMAN SACHS: Buy these 45 ‘global-facing’ stocks set to benefit from the worldwide growth boom as the pace in the US begins to slow
- Buy these 12 stocks that are spring-loaded for powerful comebacks as investors rush into smaller companies again, Oppenheimer says
- Goldman Sachs names 19 crypto-exposed stocks that have piggybacked on bitcoin’s surge to achieve returns that have nearly quadrupled the S&P 500
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