Go West! The Great Crypto Mining Migration (ISWH, HVBTF, MSTR, RIOT)

Recall that, in May, according to CNBC, Beijing called for measures to stamp out bitcoin mining amid concerns over its environmental impact. By a week ago, we were already seeing major Chinese crypto miners fleeing China for other regions, including North America. One should contrast this shift in China with how crypto – and particularly […]

The Case for Revisiting the CBD Space (RLBD, YCBD, TPB, MJNA, CWBHF)

The CBD market was the hottest growth idea in the financial world several years ago. That strength was driven by a simple idea: this long-time tiny niche market was showing signs of going mainstream in a process that could drive 100-200% annualized growth in end-market sales of products containing CBD for years, resulting in a […]

Hospitality in Recovery Mode? Stocks to Watch: FUNN, AMC, CNK, DIS, PLAY

People management a key post-pandemic The industry faced difficult times in the last year regarding operations, profitability, and managing people (labor). With the reopening of the restaurant industry across the US and developed world, crucial issues are arising in terms of the availability of key workers, hampering operations. Restaurant industry experts say these labor issues […]

Why Delta Could Mean Alpha for Commodity Plays (CEI, X, TECK, MOS, FCX, PAAS, VKIN, NUE)

The Delta Variant. It has become a question mark growing in the subconscious of the collective mind of the financial world. Will it continue to spread out of control and eventually break through the vaccine barrier or give rise to a related variant that can? Will we start to see mask and social distancing guidelines […]

Reopening Stocks: The American Movie Industry Roars Back to Life (AFOM, AMC, CNK, LGF.A)

The Covid-19 global pandemic crisis reshaped the world in many ways – some temporary, others permanently. In the former case, the pandemic virtually shut down the movie industry. Production houses decided to shelve high-value projects until they had access to a world of theaters packed with people and popcorn and packs of Twizzlers. That not […]

The Big Trade: Battery Stocks Set for Dominance in Electric Age? (KULR, ALB, QS, RMO)

The electric vehicle trend is clear. But it highlights a more general issue: energy storage. We are headed for a world of smart-everything materials, which means cloud-this-and-that, portable digital reality, carbon-neutral barriers to investment, and a constant need to be connected, mobile, and cloud-driven. The entire equation rests on a foundation of batteries. The one […]

Investing in Disruptive Technology: The Healthcare Opportunity (USAQ, PLTR, EXAS, MDT, VEEV, CERN)

No industry is safe from the disruptive encroachment of technological advances. None. And those advances are happening at a faster and faster rate because the major lanes of the highway of technology are merging in complex combinatorial ways. Advances in machine learning are merging with advances in processing power, and those are together merging with […]

What’s Driving the Energy Trade? (VKIN, CEI, HP, FANG, XEC, SBOW, MTDR, HES)

You may have noticed your price going up at the pump. That’s not some trick of perception. Energy prices have been shooting higher because the root driver of gas prices is, naturally, oil prices. And oil prices are going higher for reasons that are very hard to halt for politicians and policymakers. The fact is: […]

The Sustainability Trade Heads for Wall Street Dominance (MASN, FSLR, CSIQ, SPWR, TSLA, BE)

Wall Street is increasingly beholden to the values and ideals of “the new kids on the investing block” as the Millennials and Zoomers make their way toward their prime producing, consuming, and investing years. This is especially true given that most investment professionals advise their clients to invest with a risk tolerance profile that is […]

The Evolving Cannabis Stock Landscape (FUNN, TLRY, CGC, SNDL, GRWG, ACB)

Grand View Research recently came out with a fresh analytic take on the future prospects of the cannabis marketplace, noting that the global legal marijuana market size was valued at $9.1 billion in 2020 and is now expected to expand at a compound annual growth rate (CAGR) of 26.7% from 2021 to 2028, suggesting that […]

Why Real Brands Inc (OTCMKTS:RLBD) Has a Leg Up on CBD Rivals in C-Store Evolution (GWPH, JAZZ, YCBD, NEPT, TPB, MRMD)

Real Brands Inc (OTCMKTS:RLBD) is almost a quarter owned by Turning Point Brands, Inc. (NYSE:TPB), which is a third owned by a multi-billion dollar hedge fund with a vested interest in helping TPB, and its major interests and partners, secure necessary financing on strong investor-friendly terms. That’s a strong starting point in making a case […]

How the Infrastructure Bill Could Power Green Tech (ECOX, BLNK, PLUG, ENPH, FCEL, NEE)

As the infrastructure negotiations continue to evolve, one thing is patently clear: the Biden Administration is not going to budge on allotting funds to help drive the world’s biggest and most energy-intensive economy further and further toward a clean, green energy infrastructure paradigm. If the GOP doesn’t like it, the Dems will simply move to […]

Volatility as Opportunity in the Crypto Space (ISWH, COIN, RIOT, HVBTF, MARA, GBTC)

Experienced crypto investors have a saying: HODL. It is a play on the spelling of the word “Hold” but also an abbreviation for “Hold On for Dear Life”, which is a sentiment that characterizes the attitude of anyone capable of making the fortunes on offer in the crypto space. If you can’t stomach some ups […]

Pain at the Pump Equals EV Promise (KULR, TSLA, FSR, NKLA, FCEL, PLUG, NIO)

The price of gasoline keeps rising for three simple reasons. First, the initial lockdowns associated with the pandemic caused a painful crash in crude oil and related markets, with crude sinking as low as negative-forty-dollars per barrel. For the rest of 2020 up until we started seeing the light at the end of the vaccine […]

The Next Frontier: Technology in the Healthcare Space (CLOV, USAQ, AMWL, TDOC)

On its face, it is the perfect marriage of growth and value, of cyclical risk and staple economics. The marriage of technology and healthcare is a potent addition for portfolio strategists and individual investors alike. Demand for Healthcare services is a guarantee, as the clear growth trend associated with that idea as we face an […]