The Emerging Landscape for Cannabis Stocks (ECOX, TLRY, GRWG, ACB, CGC, SNDL, MJNA, MCOA)

According to a recent report from ResearchAndMarkets.com, the global cannabis market is estimated to be valued at $20.5 billion in 2020 and is projected to reach $90.4 billion by 2026, recording a CAGR of 28%, in terms of value. This makes it one of the fastest growing large consumer markets in North America over the […]

Why the Game is Rigged in Favor of Growth Oil Stocks (CEI, VKIN, PDCE, SWN, PBF, CPE, SM)

The last time you pulled up the pump for gas, you may have noticed a pinching feeling. For every agenda, there’s a price to be paid. In this case, as has recently been highlighted by Shell, Chevron, and ExxonMobil, the price for the mission to slow human-caused global warming is a lack of increased production, […]

All For One Media (AFOM) in Focus as Tween Sensation ‘Drama Drama’ Goes Global

All For One Media Corp (OTCMKTS:AFOM) shares have started to find some interest in 2021 after being left-for-dead in 2020 following the indefinite suspension of one of the company’s initial major media projects, “Drama Drama”, which is the name of both a major motion picture and an all-girl musical group targeting the tween market. The […]

Small Cap Energy Stocks for the Next Leg (VKIN, PDCE, SWN, PBF, CPE, SM)

The price of energy is on the rise. But it isn’t a normal commodity bull market. It’s always risky to say “this time is different” when dealing with financial markets. But this time IS different. At least, for energy commodities. Why is it different? Because we have never been in a state of global recovery […]

Investing at the Intersection of Live Sports and Entertainment (CMGR, WWE, EDR, PINS, SNAP)

As we reopen the economy and discretionary spending picks up, life is getting back in gear. One of the joys we have missed is piling into a packed stadium. In many ways, this is the very heart of “reopening” – being able to attend some show, match, or performance, along with thousands of other people, […]

Investor Alert: Positioning for the Looming Oil Shortage (CEI, HP, FANG, XEC, SBOW, MTDR, HES)

According to the most recent report from the Energy Information Administration (EIA), US crude output is set to fall 230,000 barrels per day to 11.08 million barrels per day in 2021. The EIA also notes that US production will rise next year by 710,000 barrels per day to 11.79 million barrels per day. That sounds […]

Dyadic International (DYAI): A Unique Approach to World Vaccination (DYAI, AZN, MRNA, NVAX, PFE, JNJ, BNTX

The vaccine story is set to take yet another twist and turn in the months ahead as the Biden administration faces the literally world-shaping task of playing a material leadership role in helping to vaccinate the entire world against Covid-19. This comes after better-than-expected results in the pathway to bringing something rapidly closing in on […]

Luxury Goods Stocks Set to Surf Ocean of Money (MASN, RH, LVMHF, SIG, MOV, CPRI, TPR)

Economic confidence and inflation expectations are both at multi-decade highs right now according to a series of surveys by Bank of America. The pandemic was awful, but it clearly had massive economic repercussions for those in socioeconomically disadvantaged circumstances, while posing very few negative effects, economically and financially, for the professional class or those with […]

Stocks Gunning for the Next Big Thing in Advertising (MGNI, TTD, CMGR, CRTO)

One might think of the Marketing and Advertising industry as something akin to the “applied social sciences”. Psychology, sociology, anthropology all rolled into one. Optimized for commercial success. However, no matter how well you understand people, no method of branding can work without access to people. For years, that meant TV and print media. But […]

Allied Energy (AGYP) and a New Oil Production Model

The market for stocks right now is dominated by several major themes. First, we are seeing a steady outperformance of so-called “value” stocks and “heavy cyclical” stocks when compared to “growth” and “big-tech” stocks. Second, we are seeing an overall sideways range process dominate the major indices as the tug-of-war of this rotation plays out […]