We like to think of capitalism as this pure economic system where the best-run companies with the best products and services can grow revenues indefinitely, returning value to shareholders and prosperity to their employees. The reality is far messier. Markets don’t exist in a vacuum. Governments impose tariffs and regulations, issue subsidies and grants. While […]
In a world of gene editing and AI-powered brain-computer interfaces, energy storage hasn’t changed much. Sure, advances have been made in density, leading to the miniaturization of lithium batteries, which has popularized drones and electric vehicles. The growth of renewable energy has also led to an increased demand for energy storage solutions. The icing on […]
What a difference a few years makes. Just over a year ago, we wrote about The Biggest Renewable Energy Company in the World which happened to be NextEra Energy (NEE). Today, Exxon Mobil (XOM) is nearly three times the size of NextEra Energy as the price of oil has gone from negative to around $80 […]
Disruptive growth doesn’t always equate to profits. If you would have invested in the Invesco Solar ETF when it debuted nearly 15 years ago you would have 66% less money compared to a Nasdaq return of +534% over the same time frame. So much for blaming the 2008 market crash for solar’s underperformance. Just because […]
A surprisingly large number of retail investors ask Google which stock is the best to own. The response is about as predictable as asking the barber if you need a haircut. Any number of pundits out there will tell you which stocks they think you ought to buy. What most lack is a methodology to […]
If you’re someone who drives a rig that gets 10 miles per gallon, here’s how you can hedge the increasing costs at the pump. Invest in two dividend champions whose ebb and flow are tied directly to the price of oil – Exxon Mobil (XOM) and Chevron (CVX). Exxon has a fascinating business model with […]
Some disruptive tech themes generate more interest than others for reasons we can only speculate on. For example, investors have shown a great deal of interest in energy storage. With all these electric cars driving around, makes sense to invest in lithium batteries, right? Well, that’s easier said than done, something we talked about in […]
Instead of idolizing movie stars (people whose job is pretending to be someone they’re not) athletes (people who play games for a living), and singers (people who sing songs), society ought to idolize those who have accomplished something. You may not know the name Victor Vescovo, but the man is an absolute legend. After climbing […]
The emergence of special purpose acquisition companies (SPACs) has paved the way for financiers to make boatloads of cash very quickly, companies to raise massive amounts of funding very quickly, all while the retail investor gets the short end of the stick. We’ve covered more than 40 SPACs, and what they all have in common […]
Some emerging technologies are advancing so rapidly that we seem to write about them every week. Artificial intelligence is the most obvious example, as it bleeds into most other sectors, including robotics, smart cities, drug discovery, and the list goes on. Progress around other technologies is so painfully slow – and the eventual payoff debatable […]