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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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Jul 27, 2026 / Dave DeCamp
Israeli Forces Kill Three Palestinians in Gaza as Relentless Attacks Continue
Israeli forces killed at least three Palestinians in Gaza on Monday, according to reports from the Strip, as the IDF continues its relentless attacks across the Palestinian territory in violation of the US-backed ceasefire deal. The Palestinian news agency WAFA reported that a man, identified as Mohammad Isleem, died of wounds he sustained in an […]
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May 17, 2026 / Tyler Durden
Big Pharma RINO Bill Cassidy Smoked By Trump-Endorsed Candidate In Louisiana Senate Primary
Big Pharma RINO Bill Cassidy Smoked By Trump-Endorsed Candidate In Louisiana Senate Primary
Senator Bill Cassidy (R-LA) came in third in Louisiana's Republican Senate primary on Saturday - marking the first time in nearly 15 years that a sitting US Senator has lost a primary in a regularly scheduled election.
Instead, Trump-endorsed Rep. Julia Letlow led with ~45% of the vote, while state Treasurer John Fleming came in second at 28%.
Letlow and Fleming will now face off in a June 27 runoff.
Cassidy was a notable fan of Obamacare, and voted to convict Trump...
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Mar 4, 2026 / Gerry Nolan
Bahrain’s Big Breakout
Bahrain is in revolution. Since February 28 — the day US and Israeli strikes ignited the region — Saudi armour is said to be rolling in to crush it. You will not see this on CNN. For three decades Washington told you the missiles are for the people (we have to commit mass murder to […]
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