Stocks for the Inflation-Proof Portfolio: Spotlight on PAAS, VKIN, IPI

Rates are on the rise as inflation expectations pick up. In its latest meeting, the US Fed signaled that we can expect policy movement ahead in response to rising growth and inflation expectations. And, in the latest fund manager survey from BofA, fund managers are more certain that growth and inflation will pick up in […]

If EV Stocks Bounce, Watch KULR as Emerging Battery Safety Play (TSLA, WKHS, FCEL, PLUG, NIO, BLNK)

Thursday was Earth Day. It was also Day One of Joe Biden’s two-day virtual climate summit involving leaders from around the world. Biden’s objectives for the event became strikingly clear: The US is back at the table, battling climate change and being a good-faith actor on sustainability, and we are prepared to prove it. Among […]

Biden Drives Juice into the EV Investing Theme (BYDDY, KULR, BLNK)

The Biden administration is off with a bang, signing executive orders and powering a clear inflection on a policy basis, especially with respect to environmental issues. The core of the shift thus far is Biden’s pledge to drive nearly a half-trillion into clean energy over his first term, which would double the funding – in […]