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Solar Stocks Flash Major Technical Breakout As Tariff Talk Escalates

Solar Stocks Flash Major Technical Breakout As Tariff Talk Escalates Solar stocks are showing a clear technical shift, breaking above a well-defined downtrend after more than five years of sustained pressure. UBS analyst Catherine Gordon is attributing the surge in solar stocks to falling yields and renewed policy momentum. A potential Section 232 tariff announcement in mid-to-late June is adding fuel to the rally, with First Solar leading the charge. The UBS Solar basket (UBXXSOL) is now up 40% year-to-date. Gordon provided more context on what's powering UBXXSOL higher: Clean tech names are outperforming...
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Mar 21, 2026 / Ali Hashemifara
The Interesting Lies of Samuelson: How We Naively Believed the Case of Giffen Goods
If economics has its Unicorn, it would be the Giffen Good, the good that would seem to defy the Law of Demand. While economists have played around with Giffen Good scenarios, in reality, finding it is even more unlikely than sighting a unicorn.
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May 16, 2026 / Tyler Durden
Washington's Joint Operation Against ISIS In Nigeria Sends A Message To The Sahelian Alliance
Washington's Joint Operation Against ISIS In Nigeria Sends A Message To The Sahelian Alliance Authored by Andrew Korybko via Substack, The scenario of a US-backed Nigerian anti-terrorist intervention in Mali is becoming increasingly likely. Trump announced over the weekend that the US and Nigeria carried out a joint operation against ISIS’ second-highest figure, which his counterpart Bola Ahmed Tinubu disclosed took place in the northeast Lake Chad Basin where its ally Boko Haram recently killed over 20 Chadian troops. This is the US’ second military operation in Nigeria after Trump authorized bombing ISIS in Northwest Nigeria on Christmas Day,...
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Oct 23, 2026 / Tyler Durden
A Warning From France
A Warning From France Authored by Jeffrey A. Tucker via The Epoch Times, The chaos in the streets of France has a familiar ring to Americans who watched several cities burn in the summer of 2020. What started as "mostly peaceful" protests were quickly hijacked by chaos actors who whipped up excitable populations into a looting and pillaging frenzy, resulting in police crackdowns in the best cases but utter destruction in the worst cases. The metaphor of the powder keg is one that is often invoked here. In the U.S. case, we...
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