Dear Reader, As I write, another ‘oppressive heatwave’ bears down on Victoria, New South Wales and South Australia. Temperatures will be a ‘blistering’ 15 degrees above average in some areas. Climate change? Or just Mother Nature doing her thing? Blistering heatwaves are hardly freak events in Australia. You know this. But the truth is it doesn’t matter what you or I think. The mainstream consensus is made up on the matter. The 4,500-kilometre band of scorch stretching from Broome all the way to the country’s south east is, we’re told, due to our careless use of energy over the decades. And something must be done about it. History tells us these weather extremes are not new. But our reaction to them is. You’ve seen this reaction manifest in stock markets all over the world this year. ‘Green stocks’, in case you haven’t noticed, have gone nuts. They’ve topped most of the indices. They’ve beaten most other sectors, including tech. COVID-19 has been disastrous for economies. But it’s been gold for the renewable energy movement. Australia, and developed nations around the world, are now collectively investing trillions to transform their energy infrastructure. Whether you agree with the ‘climate emergency’ types is irrelevant. This is an unstoppable trend. And Biden’s ‘media-declared’ win just sent it into overdrive. In November alone, for instance, the big ASX lithium shares — Galaxy Resources, Orocobre and Pilbara Minerals — all rallied 40%. My colleague, Ryan Dinse, has been thinking a few steps ahead on this for the last several months. See, Ryan reckons there’s something going on with clean energy that is NOT YET being reported by the likes of The Motley Fool, The Australian Financial Review and the various renewable energy forums. As a climate change agnostic at best, I’m often reluctant to endorse investment strategies in this area. But here I’m doing an about-face. Sometimes, as an investor, you really just need to anticipate where the smart money is going. And make sure you get there first. So, I strongly encourage you to read Ryan’s latest stock research. It’s an eye-opener. What you’ll find here is what he calls the story inside the story — and a six-stock strategy for placing yourself well ahead of the crowd in 2021… Regards, Greg Canavan, Editor, The Rum Rebellion |