Movers and SHAKERS
Channelchek’s Top Stories and Topics of 2021
During 2021 the interest you’ve shown has been in investment topics as diverse as SPACs, cannabis, sustainable investing, biotech, CFA exams, and a host of others. We reviewed the top articles readers read more than the others during 2021. Among the top, we discovered a few recurring topics that appealed to readers. And also a few standalone topics that surprised us.
We’re always looking for input as to what information you’d like to see more of. At the bottom of this article, feel free to click on my name to email any thoughts or suggestions you may have.
Electric vehicles were a popular topic among our readers in 2021. The increased focus on sustainable investing along with government money helping manufacturers kept investor interest high in all related topics, including mining for copper, lithium, and rare earth minerals. The title to one of our top articles asks the question, Will U.S. Car Companies be Handed Different EV Advantages? As the title implies, it discusses Tesla (TSLA), Ford (F), and General Motors (GM), and incentives from Washington.
Another popular topic was Michael Burry’s Tweets. The hedge fund manager more than once expressed a strong opinion, usually non-mainstream, it would create a flurry of comments, then after a few hours, he’d delete his blue-checkmark Twitter account. One of these articles is titled Michael Burry is Tweeting About the Markets and His Subpoena. One of the key discussions in this article is Burry’s Tweet linked to a research paper. The research demonstrated that the US stock market's value rose by $5 for every $1 invested in it. Another Popular Channelchek Burry article is titled, Michael Burry Tweets Advice on Cryptocurrencies, Stocks, Inflation, and Government Bailouts – Then Bails Out the topics covered in this interesting read are all explained in the longwinded title. While there were other well-read articles on this subject, only one other made it into our top ten. This one pitted Dr. Burry against Cathie Wood of Ark Invest. The title is Michael Burry vs Cathie Wood is Not an Even Competition.
The inspiration for this last one was Burry’s firm Scion Capital Management’s 13F filing showed a short position worth $30.8 million on Wood’s Ark Investments, Innovation ETF (ARKK). The article explains the position and defines the difference between an active ETF fund manager and a hedge fund manager.
Cathie Woods is a very transparent CIO and recognizable public figure, so it’s no surprise she made this list more than once. In 2021, and still ongoing, the Chinese government acted to change the playing field on Chinese companies trading on overseas exchanges. We published an article mostly centered on restrictions placed on video game producers in China that put capitalism in a positive light. Wood’s reaction is worth reading and understanding in, China’s New Rules on Some Public Companies has Cathie Wood and Others Adjusting Portfolios.
Inflation was a hot topic in the second half of the year and continues to be. Barely a week had gone by where I didn’t feel compelled to share mounting data on price concerns. In late October, someone on the team came across a newsletter installment from Frank Holmes of U.S. Global Investors (GROW), we all agreed it was worthy of sharing with our readers. Inflation Is Eating Your Lunch If You're Doing This One Common Thing became one of our top ten most-read articles of the year.
The only other article to make it into the top ten not authored by in-house editors is, Understanding the Robinhood Class Action Lawsuit. No-nonsense analysis of the four “Causes of Action” in the class action complaint against Robinhood (HOOD) was hard to come by. We brought in an attorney to go through all the legal filings and breakdown, in writing, the intricacies at play. Judging by how often the article was shared on social media, it was appreciated.
Cryptocurrency had a big year in 2021. Channelchek provides regular research on a number of Blockchain-related companies. While expert analysis on cryptocurrencies or other blockchain products are outside of the stock market and are not part of our mission, we write on the subject because what happens to crypto, impacts the publicly traded companies that bring it to life. There were multiple top ten articles in this category. These include, What’s Inside the Cryptocurrency Bill.
Another article centered around Cathie Wood, this time with Elon Musk and Jack Dorsey titled, Elon Musk, Jack Dorsey, and Cathie Wood Drop Bombshells at Bitcoin Conference was a top story. Prices surged on cryptos as the “A-Team” presenters shared their expertise and expectations for the future at the B-Word Conference.
Uranium became a hot investment during the year as the yellow metal became more acceptable to sustainability investors. With a growing shortage of 24/7 reliable power, and new style reactors coming on-line uranium investing got a lot of attention. An ETF that held physical uranium was even created and was met with such great demand that the price of uranium trended up as more deposits into the ETF meant more uranium purchases by the manager. Another article that featured highly recognized names was written about a new design of a nuclear reactor. The Bill Gates / Warren Buffett Natrium Reactor Risks and Benefits article may have introduced many investors to this new reimagined power plant.
Small and microcap stocks are the focus of Channelchek. So it comes as no surprise that it is the focus of many of our readers. Each year we cover the Russell 2000 Index reconstitution with play-by-play articles to keep you aware of what to expect and the likely inclusions and exclusions from the small-cap index. In 2021 two of these articles were read broadly enough to be among our most popular articles. Look for new Russell reconstitution articles beginning in early May of 2022. Last year's favorites were, The Annual Russell Index Revision and Dates to Watch, and FTSE Russell Inaccuracies and Changes Before Final Adjustment.
No one will be surprised when the year ahead turns out to be full of surprises. Channelchek registered users get regular emails full of pertinent articles, top-tier equity research, and video content to bring CEOs onto your desktop or into the palm of your hand. If you haven’t taken advantage of our free premium, take a moment now to add us now and make 2022 an even more informed New Year.
Have a Happy New Year,
Managing Editor, Channelchek
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