Solar stocks are finally seeing brighter skies. After spending much of the past two years under a cloud of higher interest rates, policy uncertainty, and industry oversupply, the crisis in the Middle East has renewed the focus on energy independence and propelled these stocks to be some of the best performers in the market as …

“It is human nature to overestimate risk and underestimate opportunity.” Jeff Bezos Here are a few things I’ve been thinking about lately. Bad Days Happen Last Friday, the S&P 500 fell 2.6%, marking the worst day of the year. Yes, it didn’t feel good, but after the historic nine-week rally, it would have been foolish …

With the huge run-up in AI-related stocks, the obvious comparison everyone makes is to the 1990s. However, beyond the fact that we have transformational technology in the works now, akin to the internet in the 1990s, there’s not a lot else that’s common. For one thing, real GDP growth averaged 4.5% from 1996-1999, whereas it’s …