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The Green Trade got up off the floor in the last two weeks.  After a very hyped 2020 through early 2021, this has been a dead zone for investors.  But from hydrogen to RNG--Renewable Natural Gas--alternative energy stocks came to life in a big way.High oil and gas prices--especially...
Will Occidental Petroleum’s $2 Billion Permian Be Any Better Than The Company’s Disaster In The Bakken? Occidental Petroleum (OXY-NYSE) just paid the highest price per acre in Permian Basin history at $50,000 per acre to get into that play—and that’s after backing out production. Shareholders had better hope that turns out...
Uber’s losses keep growing… and this tiny company is sucking up all that cash Uber lost $5.2 billion last quarter — and the CEO says they may NEVER make money. Uber’s main competitor, Lyft, is also losing money.  In fact, NONE of the major rideshare brands—in Asia, Europe or the Americas—make...
No industry on earth has an existential problem like smoking.  They make billions of dollars (like, it’s getting close to $1 trillion) but kill millions of people. The industry of course doesn’t want to kill the goose that lays the golden eggs—their customers—so they are always trying to find new...
The small cap market is on the move—finally.  Green shoots are everywhere—junior public companies are now being rewarded for achievements/milestones/improvements in their business. Since the peak in interest rates in late October, small caps have been on a fairy-tale run, with a rising tide lifting all boats.  But those companies...
I’m going to run through a few seemingly unrelated facts here fairly quickly, but the message is: the North American energy market is so opaque right now—because fundamentals are changing so fast—that my #1 2015 credo—SMALL POSITIONS—still holds true.  And be prepared to change your mind in a hurry. This...
For weeks (months?) I have been telling my subscribers that the best thing they can do in this stock market is…nothing.My own trading has borne that out this year.  I am sitting on 80% cash and 20% losers.  And in the junior markets, I think that makes me look...
Solar stocks have taken a beating this year. The Invesco Solar ETF (TAN – NYSE) is down over 35% from its peak. Source: Stockcharts.com Some of the worst performers have been former market darlings like Enphase (ENPH - NASDAQ) and SolarEdge (SEDG - NASDAQ). Both sit at 52-week lows.  Enphase is down 60% since the beginning of...