Solar's Silver Lining
There is not much going on in the stock market these days. It's hard to be bullish on any sector because the fundamentals remain awful, especially in the financial sector where it seems that tons of securitized garbage is still parked in their "off-balance sheet" books. (I must confess that I am not long financials and the only ETF that I will trade is the Ultrashort Financials proshares - the SKF ). But tonight I am not going to write about the miserable state of financials or about pension governance (I can just hear the collective sigh of relief from all those senior pension fund managers!). Instead, I want to focus on renewable energy, paying particular attention to the solar sector. Let me first direct your attention to Charlie Rose's excellent interview with Amory Lovins, chairman and chief scientist of the Rocky Mountain Institute ( click here to see the interview ). Lovins has authored 29 books and hundreds of studies addressing alternative energy and the ...