The Green Infrastructure Stock Boom Waits Around the Corner (LXU, ECOX, JCI, HON, BIP, SBUX, MSFT)

As fossil fuel prices power higher due to pandemic reopening, Russia’s invasion of Ukraine, and insufficient investment in production capacity over recent years, organizations are increasingly turning toward infrastructure updates focused on sustainability. The market for green buildings was worth $238.91 billion in 2021 and is projected to be worth over $383 billion by 2030 […]

Cannabis Stocks Heat Up as US Legalization Takes Center Stage on Capitol Hill (HYFM, ECOX, IIPR, GTBIF, SMG, JAZZ, OGI)

The world is abuzz once again with interest in cannabis stocks thanks to the continuing legislative momentum of critical bills now making their way through Congress. The Marijuana Opportunity, Reinvestment and Expungement Act (the “MORE Act”) is a bill sponsored by House Judiciary Committee Chairman Jerrold Nadler (D-NY) that is up for a vote to […]

Market Dip Offers Chance to Buy Green Tech Stocks on the Cheap (FCEL, ECOX, ENB, BEP, FSLR, SONY, NIO, SEDG)

Rising commodity prices and skyrocketing inflation have imposed on global policy makers the burden of an economic context not seen since the 1970’s. That backdrop is also now paired with increasing angst over the pace and status of the climate change agenda, creating a rock-and-hard-place conundrum where no one wins… except perhaps private sector investments […]

Commodity Price Shock Could Fuel New Boom in Green Tech Stocks (BLDP, ECOX, NIO, BE, FSLR, TSLA, CSIQ)

As commodity prices skyrocket higher following Russia’s invasion of Ukraine, attention in the markets is turning toward sustainability plays. The ideas are entwined. For example, one of the main hurdles to the development and maturation of the solar energy industry is the cost-effectiveness of using solar energy. This has become less important as the industry […]

Green Tech Stocks are Back in Favor (CLSK, ECOX, FCEL, CLNE, PLUG, BE, BEP, ENPH)

Looking ahead over the next five years seems like an eternity for postulating portfolio management strategies when it comes to sector allocation. But we can hang our hat on certain key principles. First off, where will see the biggest growth? One can look toward a few key themes as top candidates: Metaverse, Genomics, DeFi, Edge […]

Why Russia’s Move is the Perfect Wake-Up Call for Green Energy Stocks (NEE, ECOX, ENPH, FSLR, RUN, GE, TSLA, STEM)

Stocks are on sale and commodities are going through the roof as Russian forces cross into Ukraine and begin to excise the Ukrainian military human and equipment infrastructure. The sanctions and threats of other sanctions add up to the risk of huge disruptions in the supply of many commodities, but Oil, Gas, and Wheat are […]

Technology, Legislation, the Supreme Court, and Your Cannabis Portfolio (YCBD, ECOX, TLRY, GRWG)

There are two dimensions to the cannabis investment theme: the commodity market’s boom and bust cycle, and the legislative “arrow” of time. The former is often working against investors, but over a shorter time frame. It has to do with the frequent tendency for some of the biggest players to overleverage balance sheets in a […]