Winston Kotzan

When Will Solar Achieve Grid Parity? We're Already There!

Interesting perspective, taking into account the environmental costs. However, what are the environmental costs of building a solar panel? What toxic substances are released from their production and disposal life cycle?

Will U.S. Recession Lead to Solar Depression?

It does not matter how good the fundamentals are on solar. What matters the psychology of institutional investors. Right now these stocks are overheated, and if we get a bad enough recession, people are just going to pull out of high-multiple stocks across the board. It's just plain sector rotation coordinating with the business cycle.