Capitalizing on the Long-Term EV Investment Opportunity (KULR, TSLA, TM, ALB, BLNK, PLUG, NIO)

The broad opportunity in the electric vehicle space represents one of the few investment themes almost guaranteed to drive enormous investment returns over the next two decades. For younger investors able to ride out cyclical volatility in high-beta investments, exposure to this space is a must. But the devil is in the details.  In other […]

KULR Ripe for Interest from Thematic ETF Managers Following Uplist? (LIT, TSLA, ALB, PLUG, FCEL)

In case you hadn’t noticed, the EV battery tech ETFs have been on fire lately. Take a look at the Global X Lithium & Battery Tech ETF (NYSEARCA:LIT) chart – it has gone parabolic over recent weeks. This is also evident in the Amplify Lithium & Battery Technology ETF (NYSEARCA:BATT). In the age of thematic […]

Top Ideas for the Emerging Energy Paradigm (GSFI, CSIQ, RUN, JKS, FCEL, PLUG)

Last week’s OPEC meeting turned out to be quite a bit bumpier than expected as members argued over a number of points, with the decision being delayed by days. Looking ahead, OPEC’s job is going to continue to get more and more difficult because the 20th century energy model is headed for the scrapheap. Pulling […]

Are EV Battery Stocks Primed to Explode on Growth Rotation (FCEL, BYDDY, KULR, PLUG)?

One of the most important inputs in the jigsaw puzzle of top-down financial analysis so far this year has been interest rates at the long end of the US yield curve. As rates go higher (generally on inflation expectations), money tends to rotate out of so-called “Growth Stocks” into so-called “Value Stocks”. And vice versa. […]

Amazon.com, Inc. (NASDAQ:AMZN) Investment In Plug Power Inc (NASDAQ:PLUG) demystified

Amazon.com, Inc. (NASDAQ:AMZN) struck a deal with Plug Power Inc (NASDAQ:PLUG) about a month ago and the investment was considered a major one for both firms. Plug Power was struggling prior to the investment but once the news about the deal broke, the struggling firm’s stock rallied by more than 70 percent. It obviously meant […]