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Solar Stocks Surge As Energy Shock Revives Renewables Trade
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...
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Apr 23, 2026 / Jason Ditz
Three More Killed in Israeli Strikes as US Says Lebanon ‘Ceasefire’ Extended Three Weeks
The 10-day ceasefire between Israel and Lebanon has been extended for another three weeks, according to President Trump who said high-profile meetings in the Oval Office went “very well” and ended with a plan for Israeli Prime Minister Benjamin Netanyahu and Lebanese President Joseph Aoun to meet in the coming weeks. Israeli FM Gideon Saar […]
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Jul 15, 2026 / Tyler Durden
Beige Book: Economic Activity Picked Up In 11 Of 12 Districts; Only San Fran Flat As "Employers Invested In AI"
Beige Book: Economic Activity Picked Up In 11 Of 12 Districts; Only San Fran Flat As "Employers Invested In AI"
In a modest support of the Fed's recent hawkish pivot, the latest Beige Book released today notes that economic activity across the US improved moderately, increasing at a slight to moderate pace in eleven of twelve Federal Reserve Districts in late May and June, while one District (San Francisco) reported no change. The pace of growth was ever so slightly better than that reported back in June when activity expanded...
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Mar 23, 2026 / Tyler Durden
Gold's Biggest Fire-Sale In 43 Years: Perception Vs Opportunity
Gold's Biggest Fire-Sale In 43 Years: Perception Vs Opportunity
Authored by Matthew Piepenburg via VonGreyerz.gold,
If you are new to gold, or if you are a speculator in gold (or even worse, a levered speculator in gold), you are likely asking yourselves what in the “H. E. double tooth-picks” just happened to gold?
It lost over 9% in the futures market in a single session and saw its worst week of price declines since February 1983.
What gives? Gold loves chaos, and isn’t the current war, whatever you think of it, pure chaos?
And...
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