Solar stocks have the potential be No-Brainer investments. In Canada, provincial governments are giving them incredible tax breaks so they start to spit out Free Cash Flow very early in their 20-25 year project life.And that’s just to mostly—but not all the way—catch up to how many big tax breaks the US is...
We all know that solar is a big deal. It is a big industry and it's going to get bigger. Solar will see huge growth for the next 30+ years. It is close to inevitable.
Source: Next Era Energy Investor PresentationThe percentage of the electric grid produced by wind and...
Halliburton (HAL – NYSE) released their third quarter results on Tuesday night and boy were they ever bullish on oil field services (OFS).Right out of the gate CEO Jeff Miller put it bluntly – “our outlook is strong”. He followed it up by saying why: “oil and gas supply ...
I have a hard time saying this sometimes—but The Big Money in energy is still in renewables. I mean, oil especially but also gas stocks are (across the board) cash cows right now—like never before in modern energy history—and they’re so CHEAP—like, 2-4x cash flow. That’s half to one-third...
The Consumer Price Index (CPI) came out this morning (Thursday October 13,2022) and it was HOT, HOT, HOT. In response, markets did exactly what you would have expected: they full-on collapsed – well, for about 90 minutes anyway.The CPI print came in at 8.2%. Consensus had expected 8.1%. The...
For weeks (months?) I have been telling my subscribers that the best thing they can do in this stock market is…nothing.My own trading has borne that out this year. I am sitting on 80% cash and 20% losers. And in the junior markets, I think that makes me look...
There’s so much fear out there in the Market now—but fear, like euphoria, only lasts for awhile. The Market gives and takes—it’s just hard to figure out how much time each swing will be. I’ve made a lot of money over the last 15 years following Nathan Weiss of Unit Economics, out...
A few weeks back I laid out the case for copper.Yes, we are probably going into recession. Yes, that means at least a bit more weakness for copper and copper stocks (most copper stocks fell 50% in three months this summer). But on the other side, as electrification and EV adoption take...
