The story associated with Clubhouse Media Group Inc (OTCMKTS:CMGR) is still developing as a market narrative, but it is nonetheless a fascinating one already. Market participants may do well to take a closer look now – while the stock is trading around $6-$8/share and down off its highs above $25/share – than after it finds […]
Alan Masterson
Pick-and-Shovel Leaders for the Cannabis Boom Ahead
The hemp space is set for enormous growth in simple terms over the next two decades. That point is universally agreed upon by analysts. But the opportunity may be more complicated than it appears on its face for investors looking to take maximum advantage of this growth curve as the legal marketplace expands with widening […]
Time for a New Vaccine Production Model? Spotlight on DYAI
India is burning in Covid flames. Brazil is in basically the same shape. It’s likely only a matter of time before much of Africa is in a similar situation. This is the real reckoning. In the US and the EU, and “rich Asia”, the story is turning to roses. But that tells the story for […]
Spotlight on AGYP: The Oil Shortage Opportunity Looms
The oil market continues to be resilient. Prices are holding above the key $60 level in the US WTI Crude market, which reflects continued fears about the future potential of a shortage after economic activity, particularly travel, picks up as major OECD economies “reopen” following a sufficient distribution of effective Covid-19 vaccines. The rush to […]
Clubhouse Media (CMGR) Sets Sights on Surging NFT Market (PLBY, FNKO, OCG, CIDM, ZKIN, YVR)
One of the most interesting trends to recently emerge across markets is the enthusiastic surge in interest in NFTs, or non-fungible tokens. If you thought the NFT craze was just a faddish bubbly ramp in penny stocks as yet another sign of too much risk-taking in the financial markets, you might want to explore the […]
The Space Theme Could Dominate the Stock Market for Decades (AJRD, LMT, KULR, SPCE, BA, IRDM)
The Commercialization of Outer Space. If you’re a science fiction fan, it’s just plain fun that this is suddenly a real thing driving billions of dollars of investor speculation. And it really is what it sounds like – ie, it isn’t just about communication satellites. The big money is flowing into the initial layer of […]
Why Clubhouse Media Group Inc (OTCMKTS:CMGR) Could Explode on Support from Andreessen Horowitz Partner (FB, WORK, RBLX, TWTR, MSFT, PINS, SNAP)
The kingmaker in the past decade and likely the next for breakout growth in the tech sector is Andreessen Horowitz (aka “a16z”), a venture capital investment firm on Sand Hill Road in Palo Alto with nearly $18 billion under management. It is named after founding partners, Marc Andreessen and Ben Horowitz, two legendary technology investors […]
Why Stay with the Solar Stock Trend? Here’s Why (ENPH, GSFI, CSIQ)
One of the tried-and-true plays in a bull market is to find momentum leaders being driven by a thematic narrative landscape with long-term implications but that have suffered a recent pullback after “valuation concerns” start to weigh on the group in the financial media or on the Street. One such group that fits this basic […]
Marine Recreation Stocks Could be a Key Opportunity as World Reopens (BC, BTIM, HZO)
Vaccine-induced herd immunity, better testing systems, the end of the cold & flu season in the northern hemisphere, and the gradual evolution of the virus toward favoring transmissibility over virulence are all contributing to the widespread sense that the world is about to move out of the “pandemic crisis” and into the “post-pandemic normalization”. That’s […]
AT&T (NYSE:T) Discontinues “Sponsored Data” For AT&T TV And DirecTV Following California’s Net Neutrality Law
AT&T (NYSE:T) has announced that it will not exempt HBO Max stream services viewership from data caps because of California’s net neutrality law. A federal judge upheld the net neutrality law; as a result, the carrier has indicated that its AT&T and DirecTV streaming services will no longer be exempt from its tiered data plans. […]
The Bull Opportunity Ahead in Telehealth Stocks (TDOC, ONEM, ISWH, AMWL)
Few trends are as easily identifiable as the structural opportunity in the telehealth space. We have undergone a transformative experience as a society over the past year, with so many taken-for-granted facets of daily life halted, rearranged, and rebuilt in what ultimately may be a superior form. That has enormously implications for a number of […]
A Buy-the-Dip Opportunity in the Solar Space? (ARRY, GSFI, SPWR)
The narrative in the solar space is both highly variable and very stable. On the one hand, the rules keep changing and stocks in the space keep reacting. But state-by-state rules are also important. This week, we found out that a possible alteration to California solar rules might damage the prospects of solar installers and […]
Bitcoin Stocks in Focus as Bitcoin Nears New All-Time Highs (CAN, HVBTF, ISWH, SOS)
If you want to understand why Bitcoin has held up so well in its current bull trend, you need look no further than the difference between the public expression of the Bitcoin views held by JPMorgan Chase & Co. (NYSE:JPM) in 2017 versus its perspective on Bitcoin in 2021. In 2017, JPMorgan CEO Jamie Dimon […]
Investing in the K-Shaped Recovery (CPRI, SKDI, SIG)
It’s sad but true: the recovery from the pandemic crisis and its associated deep recession has been about as uneven as any in modern history. The government keeps sending money out the door, but the result has been far from equitable, with the “haves” benefitting from rising asset prices and the “have-nots” suffering from deep […]
Top Minds Back Bitcoin for a Fresh Leg (BTBT, MSTR, ISWH, OSTK)
Cathie Wood and Elon Musk. The current bull market in stocks can be seen as an homage to these two names. Wood is the hottest portfolio manager in the world, with her ARK Investment Management LLC leading the universe over the past year. The “Toast of Wall Street”. Elon Musk is the world’s richest man […]
