I made some of my biggest money EVER on ethanol business.
That happened in 2014, when the combination of government subsidies and a shortage of ethanol fuel led to massive margins for the ethanol business.
In a short amount of time, just months I think, stocks like Pacific Ethanol, now Alto...
Solar stocks have the potential be No-Brainer investments. In Canada, provincial governments are giving them incredible tax breaks so they start to spit out Free Cash Flow very early in their 20-25 year project life.And that’s just to mostly—but not all the way—catch up to how many big tax breaks the US is...
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...
Folks, a lot of the small banks in the US are--for now anyway—technically insolvent. That sounds scary. And it could be. But only maybe. Because on the other hand the banks aren’t actually insolvent. Not in real life. Most of them, any ways. But The Street isn’t exactly sure which ones are...
GH Research (GHRS – NASDAQ) posted some extremely impressive results in a Phase 2 trial earlier this year to help patients with depression.
Results were VERY strong—they were 1. Fast 2. More effective than existing drugs and 3. Longer lastingYet the stock has dipped WAY below its recent high and...
I want to tell you that you HAVE to short natural gas.
I want to tell you that the $8.50/mcf natural gas that we saw this week is crazy.
That the price is going to come down hard. The market is hugely backwardated--meaning prices are much lower in the months farther out on "the strip".
The easy...
In the US in 2024, Covid vaccine uptake was 23% among adults and 14% among children. That works out to 70-80 million people that received a Covid vaccine...YEARS after the pandemic.
INVIVYD (IVVD-NASD) is in Phase 3 trial for a new drug that would be a vaccine ALTERNATIVE--which in this...
A few weeks back I laid out the case for copper.Yes, we are probably going into recession. Yes, that means at least a bit more weakness for copper and copper stocks (most copper stocks fell 50% in three months this summer). But on the other side, as electrification and EV adoption take...