Why Carbon Capture is the Next Big Thing (FLR, CLNE, NEE, EQNR, ENPH, BEP, BE, NRG, VKIN)

We recently unveiled our new emerging thematic investment idea for the next year: Carbon Capture. In our last piece, we talked about Canada’s landmark mandate in this arena. However, we would be remiss to avoid mention of another dynamic here – Elon Musk’s pledge from months ago to grant a $100 million prize to whoever […]

Interesting Players in the $68 Trillion Clean Energy Premise (VKIN, CLNE, NEE, ENPH, BEP, BE, CEI)

The transition to the clean energy paradigm is one of the most surefire secular investment premises in play today, mostly due to the fact that – according to Morgan Stanley data – millennials will inherit over $68 trillion in generational investment wealth over the coming 10 years, and there’s plenty of data showing where attitudes […]

Investors Should Prepare for the Green Age (GSFI, ENPH, FSLR, FCEL, PLUG, NEE)

One of the sure-fire thematic investment themes lining up across markets over the coming decade is green-age technology, which includes EVs, solar power, alternative energy solutions, power grid AI technology, and a host of other smaller thematic puzzle pieces that represent new ways of solving old problems with a negative carbon footprint over time. This […]

Green Tech Rides Tailwind as Trillions Flow to Infrastructure (MASN, NEE, TSLA, ENPH, CLNE)

The trillion-dollar bipartisan infrastructure bill looks to be a done deal. Attention now turns to Biden’s $3.5 trillion reconciliation measure that will expand the budget and earmark a ton more money to human infrastructure and climate change projects. That places a bull’s-eye squarely on the green tech space for equity investors. The group could light […]

Key Stocks to Watch in the Solar Space (GSFI, FSLR, SPWR, ARRY, CSIQ, ENPH, TAN)

The future of the energy industry is likely going to be a hodgepodge of different renewable sources. But the primary factor will be solar power.  The solar industry is a prime example of a set-it-and-forget-it secular growth theme that – while featuring occasional bouts of volatility and the need for internal stock picking – will […]