Article
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...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
Mar 29, 2026 / Tyler Durden
'Incredibly Problematic' - Iran Destroys US AWACS Jet At Saudi Airbase
May 12, 2026 / Tyler Durden
US Unleashes Another Wave Of Crude From Strategic Reserve As Gas Prices Soar
US Unleashes Another Wave Of Crude From Strategic Reserve As Gas Prices Soar
The U.S. government will loan 53 million barrels of oil from the Strategic Petroleum Reserve (SPR) to petroleum companies in a bid to relieve elevated gas and oil prices amid the conflict with Iran.
In a news release on Monday, the Department of Energy (DOE) announced it would release the crude oil from its sites in Louisiana and Texas to contribute to the International Energy Agency’s (IEA’s) move to stabilize the price of oil, which has often risen...
Read more
May 1, 2026 / Tyler Durden
Trump Issues Letter Rejecting Congressional Oversight For War, Citing Ceasefire Has 'Terminated' Hostilities
Trump Issues Letter Rejecting Congressional Oversight For War, Citing Ceasefire Has 'Terminated' Hostilities
Summary
Trump submits letter to Congress at 60-day mark: ceasefire 'terminated' hostilities & so doesn't need authorization, he argues.
US Treasury goes after Hormuz payment fees, sanctioning three Iranian foreign currency exchange houses. Bessent issues pressure points against Iranian 'rats'.
White House officials argue the current absence of fighting between Iranian & US forces means the 60-day timeline for Congressional approval (or US forces must leave) doesn't apply due to the ceasefire.
Trump on Friday rejects Iran's latest revised proposal to...
Read more




