Biden versus Bastiat

It was a few minutes past five in the morning on Easter Sunday, April 5 when President Trump, with all the élan of a drunken sailor suffering from coprolalia, mounted his social media and posted the following: Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will […]

Solar Stocks Surge As Energy Shock Revives Renewables Trade Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching. "Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday. Wijaya said, "Certainly seems that way based on recent px action in residential solar."  "SEDG is +79% YTD vs ENPH...

TSA Suddenly Suspends PreCheck, Global Entry As DHS Shutdown Continues Update (1200ET): It appears the potential blowback from shutting PreCheck and Global Entry was just too much to bear as Jake Sherman reports the Trump admin has reverted back to normal on PreCheck but has adjusted its policy in response to the govt shutdown. "At this time, TSA PreCheck remains operational with no change for the traveling public. As staffing constraints arise, TSA will evaluate on a case by case basis and adjust operations accordingly. Courtesy escorts, such as those for...