Assorted Thoughts and Trades for September 25, 2009

Today has been a wild day in the financial markets, and I almost hesitate to jot down my thoughts before the close of trading. However, I will be shutting things down to get the weekend started as soon as possible, so I am writing now while thoughts remain fresh. There is no one theme I … Read more

Adjusting Portfolio to Latest Fire in Solar Stocks

September has been very kind to solar stocks as most have awakened from summer doldrums and slumber to rise with the rest of the soaring stock market. This new raging fire has motivated me to get more active in trading solar stocks as well, even as it has sometimes been very difficult to keep up … Read more

Chinese Solar Stocks Become More Attractive on First Solar Deal

First Solar (FSLR) wasted no time in securing a deal from China. One day after announcing the arrival of senior Chinese government leaders from the Standing Committee of the National People’s Congress of China, FSLR announced that it had secured a major contract in Inner Mongolia. This 2 gigawatt desert solar power plant is exactly … Read more