Investors Focus on Top Metaverse Plays as New Year Gets in Gear (U, EPAZ, RBLX, MTTR, MMAT, FB, META, NVDA)

The investing landscape for 2022 is uncertain, as we have seen over recent days. The year has started with selling driven by rising interest rates, which poses a duration risk for large low-turnover funds holding growth stocks that may not pay off for years into the future in terms of discounted cash flows. However, there’s […]

Crypto Stocks on Sale as Bitcoin Hits Major Support (MARA, EPAZ, RIOT, SQ, HIVE, MSTR, COIN, SI)

Every major bull market goes through moments of doubt – perhaps “tests of faith” is a better phrasing. The thesis is still entirely intact on a conceptual or fundamental basis, but Mr. Market decides to separate the HODLers from the herd. Such moments are fodder for great investing war stories of the treasure never claimed. […]

Bitcoin Stocks Back in the Spotlight: Fresh Ideas (BITO, EPAZ, HOOD, COIN, SQ, ARBK, BITF, GBTC)

As Bitcoin breaks out to new all-time highs following the launch of its first SEC-sanctioned ETF this week, all eyes turn toward the cryptocurrency theme in the equities market. While the crypto theme seems unique and separate from the rest of the stock market, it isn’t. This is a commodity asset class, where the commodity […]

UAV Stock Spotlight: Opportunity Abounds in the Drone Space

Unmanned aerial vehicles represent a huge growth market as associated and complimentary technological innovations and new end markets develop and mature. Drones have an increasing number of hi-tech applications and are getting better at doing more. New technologies such as lidar and AI autonomous control promise to continue to expand these horizons further in the […]

Innovation in Sports Betting Promises Big Potential Over Coming Months (SGMS,EPAZ,BYD)

For traders and investors looking for an interesting focus as a growth theme for the second half of 2018, one might identify some important promise around the idea of innovation in sports betting. In case you have been living under a rock, the state of New Jersey won a US Supreme Court case recently, as […]