Wednesday, September 29

Playing the commodity supercycle, plus 10 cheap, disruptive tech stocks


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:

If you aren’t yet a subscriber to Insider Investing, you can sign up here.

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.


FILE PHOTO: Farmer Lucas Richard of LFR Grain harvests a crop of soybeans at a farm in Hickory, North Carolina, US November 29, 2018. REUTERS/Charles Mostoller


Reuters


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


DocuSign IPO Day Image


DocuSign


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


trader screen


Getty Images / Xinhua News Agency


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:





www.businessinsider.com