Chris McKnett

IBM: Going Solar?

Great post, Neal. Seems to make sense, given their R&D legacy, their vast knowledge of the silicon market and the heavy investments they've made in services (consulting), but still surprising and insightful.

Cleantech ETFs: Feast Or Famine

Big oil makes a healthy margin with oil even well below $50. The correlation with oil makes these ETFs a nice play. And Clean Tech is more than a "concept". You suggest it only merits attention when oil is high, and that certainly is what draws trader interest. It's not an asset class per se, but the industry has legs and is gaining scale, and coupled with incentives and evolving policy, make it worth a look regardless of the price of oil.