windy city man

Is Solar Power Inherently Deflationary?

Well written article. The Fed, ever since Paul Volker has been focused too much on monetary policy to "steer" the economy - like steering a large oil tanker and turning it around using micrometer type controls.

The article correctly points out that a consistent public policy is mandatory to shifting our dependence to Solar, WInd and other alternative means of power generation. Localized generation and usage will ultimately get people off the grid with (home) solar generated power fueling electric vehicles.

Beware of the Solar Stock Fad

Yeah, these high PE stocks may go up 50 points in one day but can go down as much in a matter of hours! Caution is highly necessary!

First Solar: Terrific Earnings, But Enormous Multiple

The article is based on a very sound analysis. The one day $50 upward move can easily be replaced by an equal move downward. Shorting this stock is a good idea but timing is important.