The Case for Smart Home Stocks as “The Next Big Thing” (ALRM, SPYR, VVNT, HON, ADT, REZI)

According to a report in SecurityToday.com, the future is looking very bright for companies with direct exposure to the Smart Home revolution. The report cites research by analyst firm Omdia that focuses on a shift in operational focus to move beyond traditional retail channels and step up the technology bar in the space to jump […]

The Future Gold Rush in Social Media Stocks (SHOP, FB, PINS, CMGR, SNAP, MSFT, TWTR, SOCL)

The social media revolution may seem like old news. But it could also just be getting started. The key point to appreciate here is “influence” – influence over public opinion and consumer decisions. Given that many of the top players in this space have access to hundreds of millions of people, and given that they […]

Vaccine Plays in Focus as the World Searches for a Long-term Solution (MRNA, DYAI, NVAX, JNJ, AZN, BNTX, PFE)

The Delta variant has demonstrated a likely course for our Covid future – a new endemic piece of the global human microbiome puzzle. It’s not the news we wanted. But it could have turned out a lot worse.  Covid is amenable to vaccine solutions, even if we may have to come up with modified versions […]

The Covid Vaccine Market is a Long Game in the Early Innings (BNTX, AZN, DYAI, NVAX, MRNA, PFE, JNJ)

The Delta variant is surging as case numbers hit new highs in many countries around the world, including the US. One of the dynamics that has recently migrated to the center of the public debate is that surrounding so-called “breakthrough cases” – symptomatic Covid-19 infections among the already vaccinated. While hospitalizations and deaths among this […]

Amazon.com Inc. (NASDAQ: AMZN) Entering the Cryptocurrency Sector Starting with BTC Payments

Amazon.com Inc. (NASDAQ: AMZN) is planning to foray into the crypto payment area, and according to an insider, it will start with BTC. An anonymous insider told City A.M. that the eCommerce retailer would start accepting BTC payments by the end of this year, setting the stage for broader mainstream adoption of cryptocurrency transactions.  Amazon […]

Procter & Gamble Co (NYSE: PG) Using AI to Disrupt Retail Execution and Supply Chain

At the beginning of the Covid-19 pandemic, many manufacturers found it hard to keep up with the changing times as most people began to change how they spend their money. While Procter & Gamble Co (NYSE: PG) has years of information on how the production lines within the company work, predictions completely changed in 2020. […]

Uber Technologies Inc (NYSE: UBER) Deputy General Counsel is Latest Swept into Fintech Hiring Spree

Uber Technologies Inc (NYSE: UBER) deputy GC Keir Gumbs, who departed Covington & Burling to join Uber Technologies three years ago on its 2019 initial public contribution, is on the other move. He is leaving his post as Uber’s deputy GC this time to take the prime legitimate role at Broadridge Financial Solutions, Inc. (NYSE: […]

Why Clubhouse Media (CMGR) is a Bigger Story than You Think (FB, PINS, SNAP, CMGR, TTD, TWTR, VIAC, ROKU)

Clubhouse Media Group (OTC US:CMGR) is a rapidly developing story that has gotten little traction with retail investors yet, despite what appears on its face as a very strong thesis, a unique model with a strong narrative looking ahead in its industry, and extremely robust metrics that 20th century investors have difficultly appreciating, but in […]

Why the Game is Rigged in Favor of Growth Oil Stocks (CEI, VKIN, PDCE, SWN, PBF, CPE, SM)

The last time you pulled up the pump for gas, you may have noticed a pinching feeling. For every agenda, there’s a price to be paid. In this case, as has recently been highlighted by Shell, Chevron, and ExxonMobil, the price for the mission to slow human-caused global warming is a lack of increased production, […]

Green Light for Crypto as Musk Reopens the Door? (ISWH, CAN, RIOT, COIN, MARA, HVBTF, MSTR, PYPL)

The biggest story in the cryptocurrency space has to do with Elon Musk. He started the decline last month by stating that Tesla Inc (NASDAQ:TSLA) would no longer accept Bitcoin as payment for its cars. And now, he may have ended its bear market by reversing that conclusion. According to CNBC, the Tesla CEO said […]

Investing at the Intersection of Live Sports and Entertainment (CMGR, WWE, EDR, PINS, SNAP)

As we reopen the economy and discretionary spending picks up, life is getting back in gear. One of the joys we have missed is piling into a packed stadium. In many ways, this is the very heart of “reopening” – being able to attend some show, match, or performance, along with thousands of other people, […]

Spotlight: Progressive Care Inc (OTCMKTS:RXMD) Ramps Up Covid-19 Vaccinations (AZN, MRNA, NVAX, PFE, CVS, WBA, RAD)

The vaccine is now a defining part of the world economy, with Evercore analysts predicting the first round of vaccinations (ie, those taking place this year before adjustments to new variants) will add up to about $140 billion in sales in the US. Stocks related to this theme make up a high interest group that […]