The Vaccine Investment Hypothesis, and What’s Next (AZN, JNJ, DYAI, BNTX)

The party is apparently “On” as far as the developed world’s sense of “reopening” is concerned. But the global truth is far removed from this celebration, as less than 20% of the world’s population have had access to a vaccine. The major vaccine producers struggle with the unit economics and production dynamics to solve this […]

7 Options for an Inflation-Proof Portfolio (CEI, FCX, IPI, PAAS, USCI, USO, SLV)

The debate is raging: Is inflation “transitory”, or are we seeing the foundation for a more lasting inflation problem coming into being? It may be the most important fork in the road for investors in years. The Fed has painted itself into a corner where all potential outcomes must be seen as transitory because its […]

Real Brands Inc (OTCMKTS:RLBD) Could be Primed for Squeeze as Major Partnership Opens Access (GME, TLRY, YCBD, NEPT)

Real Brands Inc (OTCMKTS:RLBD) is in a particularly interesting position at present. After a reverse merger late last year, the company is now Canadian American Standard Hemp Inc. or “CASH”. Thomas Kidrin, CEO of CASH, has been named Chief Executive Officer (CEO) of Real Brands, replacing former Real Brands CEO Jerry Pearring, and Real Brands’ […]

Where to Focus Energy Sector Investments (FANG, AGYP, HES)

To understand where the oil market is headed and how investors might hope to take advantage, one would do well to take a look at what Chevron (NYSE:CVX) said in its investor-day presentation earlier this month. First off, it helps to understand how the energy sector works. In massively oversimplified terms, some energy companies find […]

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 […]

4 Heavily Shorted Names To Watch Closely (GME, AMC, SIGL, BB)

GameStop Corp (NYSE:GME) has been in the front page of the financial community for over two weeks now as the Reddit user who was behind the major short squeeze had doubled his stake to 100K shares, worth a little more than $4M. According to Bloomberg, GameStop’s CFO was forced out this week by the Chewy.com […]

Get Shorty! The New Big Squeeze Market is Here (FUBO, AXXA, AMC)

The number one consideration in the stock market over the past two weeks is a single factor: short interest. The genesis of this fixation is the GameStop (NYSE:GME) launch that really took hold last week and continues to drive the lion’s share of major financial media coverage of the financial world. As traders feast on […]