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The Pandemic is a Long-Term Factor (QDEL, APT, BNOW, ABT)

The pandemic won’t always be a pandemic, but the virus is going to with us as an endemic part of life. That’s the message from a new piece on Reuters. Reuters interviewed 18 virus specialists working on the pandemic. According to the piece, the specialists were hopeful that we would be able to totally eradicate […]

Investing in Emerging Ad Tech Opportunities (PUBM, CRTO, CMGR, MGNI)

The Ad industry is rapidly evolving before our eyes. But evolution is nothing new to the space. It has always been in a constant state of change as mediums and technology and audiences change, along with culture, more broadly. However, one thing has remained the same all along: the goal is to target audiences with […]

The New Solar Bull is Underway (ARRY, RUN, GSFI, SEDG)

While everyone knew a victory for Biden would be a boon for the Solar space, the jets really locked into place on Jan 5, when the Georgia Senate run-off vote unexpectedly put the Dems in charge of Capitol Hill across the board. Biden’s plans have been well-documented, with as much as $400 billion set to […]

Why You Have to Own Crypto (RIOT, HVBTF, ISWH, MARA)

There’s a long list building that presents a diversified answer to the question of why Bitcoin is going through the roof right now. We will attempt to point out a few of the most critical reasons and then some instruments that may provide an interesting angle on this theme for outsized potential returns. First off, […]

Small Cap Momentum Stories to Watch (BLNK, MMEDF, CLKA, CRIS)

The market has been red hot, and momentum investors have been lined up to take advantage. But, with two fresh vaccine solutions already in the mix and the Fed and Treasury cutting checks for the economy at an all-time record pace, the real upward potential for speculative stocks in this market is difficult to gauge. […]

The Next Leg Higher in Gold (KGC, NEM, GOLHF, AUY)

Gold has been one of the best performing assets on the planet over the past year, fueled by relentless currency debasement, stimulus, and economic and geopolitical volatility. However, over the past month, the yellow metal has pulled back into an interesting zone defined by its long-term 200-day moving average, which has been a good trailing […]