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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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May 19, 2026 / Adam Dick
NPR is Doing Alright Without US Government Funding
National Public Radio (NPR) show All Things Considered aired a report Monday concerning how NPR is doing after the elimination of United Sates government funding. The overall assessment came in roughly as “Things are going alright.” David Folkenflik reported in the segment that NPR is suffering from an eight million dollars shortfall, amounting to a […]
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Visualizing The Boom-Bust Cycle with Roger Garrison
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Not So Fast: Virginia Judge Blocks Redistricting Referendum
Not So Fast: Virginia Judge Blocks Redistricting Referendum
Update (1835ET): A Virginia judge ruled on Wednesday that the state’s redistricting referendum approved by voters a day earlier was invalid, nullifying the election results.
"Virginia voters have spoken, and an activist judge should not have veto power over the People’s vote," said Virginia Attorney General Jay Jones, adding that the state would appeal.
As American Greatness notes further, Tazewell County Judge Jack Hurley Jr. ruled that the referendum was likely unconstitutional as it violated procedural requirements in the Virginia Constitution, including the timing of the vote and the...
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