Featured in A Teutonic shift – 02-2018

An end to hyperbole

Stock price index: If the Section 201 ruling has taught the solar industry anything, it is that reason and nuance trump scaremongering every time.

Solar stocks underperformed the broader market in January. The Guggenheim Solar ETF (TAN)increased 1.8% versus the S&P 500, while against the Dow it was up 6 .7%, and 7.7% against the Russell 2000. Investors are still scratching their heads on what the final Section 201 tariffs and tax reform could mean for global solar demand. Consensus is that …

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