Theo Golden
Business Insider
United Kingdom
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Past articles by Theo:
Market experts at BlackRock, Principal Global Investors, and LA Capital break down the 6 reasons why tech stocks still have room to run higher — and why fundamentals will matter more than blind risk-taking
Market experts say pandemic winners have further to run, even as investors rotate to more economically geared stocks. → Read More
Jordan has accused the King's half-brother of plotting to destabilise the country
Deputy prime minister Ayman Safadi said the government foiled the plot and made several arrests, including the King's half-brother. → Read More
Credit Suisse is reportedly weighing the replacement of high-profile executives, including its risk chief, following Greensill and Archegos crises
The recent Greensill and Archegos crises have left Credit Suisse under greater scrutiny, putting two senior employees at risk of replacement. → Read More
BARCLAYS: Buy these 30 'cheapened' stocks with high incomes that can beat macro headwinds or rising rates
Income investing is coming back as companies restart dividend payments. These are the 30 stocks that Barclays are betting will be the best high-yielders. → Read More
Top investment firm Aviva is passing on Deliveroo's IPO because of concerns about its workers. It's still invested in other 'gig economy' stocks
Whilst Aviva Investors invests in several gig economy companies, its CIO David Cumming said he has concerns about driver employment at Deliveroo. → Read More
BlackRock lists inflation, climate change and US/China relations as the top 3 drivers for markets in 2021. The world's largest asset manager breaks down the trades to capitalize on these themes in a post-COVID economy.
Investors are searching for the next big trends in a post-COVID world. BlackRock thinks it will be these 3 and breaks down how to capitalize on them. → Read More
9 market segments are set to soar as $3 billion in 'stimmy' checks is unleashed. Vanda Research details why each one is poised for big gains — including the battered travel industry.
Vanda Research expects $3 billion in 'stimmy' checks to hit markets. Macro strategist Viraj Patel breaks down the 8 sectors seeing the most flows from retail traders. → Read More
GOLDMAN SACHS: Buy these 14 'overlooked' winners to beat the investor rush for the best green stocks
Investors are paying big premiums for ESG stock favorites, but there are others with "discovery value," according to Goldman Sachs. These are the firm's top 14. → Read More
3 takeaways from Uber's Supreme Court defeat, which shows the dangers of tech getting creative with regulation
Uber wrongly hoped its service would become so popular that regulators would roll over. → Read More
Morgan Stanley lists 3 trades to play the rotation out of safe-haven assets, including gold
Markets are factoring in a pick-up in inflation and growth, which could undermine the appeal of safe haven assets, according to Morgan Stanley. → Read More
Pfizer commits to doubling vaccine supply in response to President Biden's call for a quicker rollout
Pfizer committed to double its vaccine supply to the US government by summer, Reuters reported. 12.7% of Americans have received one or more doses of a COVID-19 → Read More
JPMorgan says buy these 40 stocks set to soar as bond yields make a surprising jump higher
JPMorgan says these 40 stocks stand to gain the most as interest rates increase. Banks and carmakers are among the big winners. → Read More
Taiwan grants emergency AstraZeneca COVID-19 vaccine authorization and orders 10 million doses
Taiwan has given emergency authorization to AstraZeneca/Oxford University's COVID-19 vaccine. The country has 10 million doses ordered and should begin inoculations within the next fortnight. → Read More
Elon Musk admits that bitcoin and Ethereum 'seem high' in exchange with 'gold bug' Peter Schiff
Tesla CEO Elon Musk admitted on Twitter that the cryptocurrencies bitcoin and Ethereum "seem high." → Read More
Tesla's bitcoin investment reportedly made more profit this year than car sales in the whole of 2020
EV-company Tesla's infamous $1.5 billion bitcoin purchase will have made more returns than the company's car sales revenue in 2020, The Times of London reported. → Read More
Morgan Stanley's quant team unveils the top 13 stocks to own in an ideal risk environment for active managers
It's a good time to be a stock picker, with correlations between stocks falling rapidly and stock-specific risk, "the bread and butter of stockpicking" increasing, Morgan Stanley said. → Read More
UBS says bitcoin is a bubble and too volatile to diversify a portfolio, unlike gold — here's why the bank says it could end up 'worthless'
"We don't see it as a currency, or something that's going to be useful in the world at any time," Kiran Ganesh, a strategist at UBS Wealth Management. → Read More
EXCLUSIVE: An asset manager overseeing nearly $100 billion divested from Exxon on concerns it is failing to move fast enough to address climate change
Kempen Capital Management divested its shares after Exxon was unwilling to engage with shareholders on its climate-related policies. → Read More
Short-seller Carson Block says the day-trading revolution that hit GameStop and other stocks is changing the playing field for investors like him. Here's how his firm is reinventing itself — and what he's betting against today.
Short seller Carson Block says technical investing strategies and social media-backed investing are altering the way he does business. → Read More
Barclays says buy these 33 beaten-down stocks that are perfectly poised to capitalize on the reopening of the economy in the years ahead
Barclays says these 33 hard-hit stocks have a lot of room to gain, as several vaccines offer governments a route to reopening their economies. → Read More