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Wednesday, April 4, 2018

The Market, Energy, And Political PageT+36 -- April 4, 2018

Tesla bonds are selling off again today

This is why Tesla is not yet selling convertibles: when it rains, it pours.


"Growth" slows for the first time in more than a decade as installer pull back.  Link here; the comments will be fascinating.
Residential solar had been on a tear, averaging 48.6% annual growth between 2010 and 2016, but the number of megawatts added last year dropped by 15.6% compared to the year before, according to new data from GTM Research, a firm that tracks renewable energy.
It was the first annual decline since at least 2000, as far back as GTM keeps figures.
Solar-panel-installation still reminds me of the "aluminum siding" fad back in the 1960s.

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Counter-Intuitive

After much soul-searching, with the right safeguards put in place, and heavy penalties placed on Mexico,
  • I would like to see dreamers (DACA) fast-tracked; and,
  • I would like to see the "Honduran caravan" welcomed into the US

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Not An April Fool's Joke





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