First Solar

Nextracker Inc - Ordinary Shares - Class A

Enphase Energy

Sunrun

Hannon Armstrong Sustainable Infrastructure Capital

Clearway Energy

Enlight Renewable Energy Ltd

Array Technologies

Atlantica Sustainable Infrastructure

SolarEdge Technologies

Invesco Solar ETF

TAN tracks an index of global solar energy companies selected based on the revenue generated from solar related business.

First Trust Global Wind Energy ETF

iShares Global Clean Energy ETF

VanEck Merk Gold Trust

Global X U.S. Infrastructure Development ETF

VanEck Commodity Strategy ETF

VanEck Inflation Allocation ETF

iShares Residential Real Estate ETF

Reaves Utilities ETF

Utilities Select Sector SPDR Fund

Last week, I moderated two panels on real assets and infrastructure for completely different sets of panelists and audiences. Despite the differences, there were many similarities among the two panels.

Real Asset ETFs: Really Underappreciated

iShares Bitcoin Trust

iShares Russell 2000 ETF

Energy Select Sector SPDR Fund

Financial Select Sector SPDR Fund

Industrial Select Sector SPDR Fund

Donald Trump's return to the presidency has sent ripples through the stock market, triggering a surge of activity as investors recalibrate their portfolios in anticipation of a new era of economic policy. The S&P 500 rallied 2.5% on the news, its best day in nearly two years, with the Dow Jones Industrial Average surging 3.6% and the Nasdaq composite jumping 3%.

Trump's Return: Which Sectors Will Benefit Most?

I had another dream over the weekend. This dream wasn't the same as the ones I have had about sugar in 2019 or gold in 2020 or the Swiss Franc in 2024.

Will Solar Sector (TAN) Out-Performance Lead to Breakout?

Canadian Solar

Long-battered U.S. solar stocks are rallying Wednesday as the sector gets a nod in presidential debate.

Solar stocks rally as solar gets a mention in Harris-Trump debate

Proshares S&P Kensho Cleantech ETF

VanEck Energy Income ETF

Strive Faang 2 0 Etf

Roundhill Alerian LNG ETF

Range Global LNG Ecosystem Index ETF

Range Nuclear Renaissance Index ETF

VanEck Vectors Oil Services ETF

Vanguard Energy ETF

Energy companies have put up mixed results for the latest quarter. Some have outperformed expectations and others have significantly underperformed.

Energy Earnings: Mixed Results Lead to Mixed ETF Returns

I maintain a hold rating on TAN due to its decent valuation but weak momentum and bearish seasonality. TAN outperformed from Election Day 2016 to 2020, but is down over 20% in 2024, with assets under management dropping significantly. The ETF has a 17.3x price-to-earnings ratio, with a high annual volatility and concentrated allocation, posing cyclical risks.

TAN: Solar Stocks Trending Lower Ahead Of The Election

First Trust RBA American Industrial Renaissance ETF

iShares S&P Small-Cap 600 Growth ETF

iShares U.S. Consumer Goods ETF

Invesco Dynamic Building & Construction ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Vanguard Consumer Discretionary ETF

Vanguard Consumer Staples ETF

Vanguard Dividend Appreciation ETF

Consumer Staples Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

With both presidential candidates, Donald Trump and Joe Biden, proposing distinct tax plans, look at areas to navigate the landscape strategically.

Navigate 2024 Tax Plans With Strategic ETF Investments

Use weakness in solar stocks as an opportunity. Over the last few days, solar names were crushed on fears of a potential repeal of the Inflation Reduction Act (IRA) if former president Donald Trump wins the election.

3 Solar Stocks to Buy Now: Q3 Edition

The solar energy sector has suffered a massive downturn and is hovering near a four-year low. However, companies that were able to reduce manufacturing capacity have been generally better off.

Down 68% From Its All-Time High and at a 4-Year Low, Is It Finally Time to Buy This Beaten-Down Growth ETF?

Fluence Energy

Generac Holdings

Sunnova Energy International Inc

SunPower

Solar stocks were sharply higher on Thursday, buoyed by a cooler-than-expected inflation reading that bolstered hopes the Federal Reserve will start lowering interest rates sooner rather than later.

Solar stocks shine after inflation reading bolsters rate-cut hopes

Global X Wind Energy ETF

Despite many governments and activists worldwide stating that renewable energy is the future, several companies that have invested in the industry have started to struggle. This has culminated in a few renewable energy stocks to sell to avoid portfolio losses.

3 Renewable Energy Stocks to Sell in July Before They Crash & Burn

Agree Realty

American Tower

AvalonBay Communities

Brookfield Asset Management

Cullen/Frost Bankers

Comcast

Camden Property

CareTrust REIT

Dollar General

SPDR Dow Jones Industrial Average ETF

Dollar Tree

Essex Property Trust

InvenTrust Properties Corp

Mid-America Apartment Communities

Invesco QQQ

Rexford Industrial Realty

SPDR S&P 500 ETF Trust

Sempra Energy

Welltower

Walmart

Economic data suggests a recession may be looming, with signs of weakening in the labor market and consumer spending. Investing based on politics is not recommended, as market reactions to political events can be unpredictable and counterintuitive. The resurgent trade war is expected to have negative impacts on the economy, with potential inflation and job losses.

8 Stocks I'm Buying As A Resurgent Trade War Looms

The solar energy industry has seen growth due to technological innovation and global movement towards renewables, despite a bear market for solar stocks. Invesco Solar ETF provides broad exposure to solar energy companies, with a focus on mid and small-cap growth companies in the sector. The TAN ETF offers global exposure with a mix of US and Chinese companies, outperforming peers like RAYS and poised for potential growth in the future.

TAN: A Great Option To Play A Beaten Down Space

ALPS Clean Energy ETF

SPDR S&P Kensho Clean Power ETF

Invesco WilderHill Clean Energy ETF

Global X Solar ETF

The increasing focus on finding alternative energy sources and diminishing global reliability on fossil fuels has resulted in clean energy investments surging $2 trillion. Capitalize on the growing commitment of global economies to combat climate change with clean energy ETFs.

Clean Energy ETFs Soar on Global Investment Surge

Economic data highlighted slowing inflation, raising hopes for interest rate cuts — and boding well for solar stocks, including First Solar.

Solar Stocks Shine As Inflation Cools; First Solar, Nextracker, Enphase Drive TAN ETF Higher

Altus Power

Despite potential signs of recovery in the solar space, the current economic headwinds loom over its near-term future. Hence, the discussion about solar stocks to sell still remains relevant.

3 Sorry Solar Stocks to Sell Now While You Still Can: Summer Edition

Ameren

The price of energy, particularly in the consumer marketplace, can be a major driver of inflation. After all, the type of energy a region or country depends upon has the potential to greatly impact the cost of its goods and services.

3 Sorry Energy Stocks to Sell While You Still Can

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Defiance Next Gen H2 ETF

Global X Hydrogen ETF

SPDR S&P Oil & Gas Exploration & Production ETF

Renewable energy ETFs are making a comeback after a dismal showing in the first half of the year. And much of the gains have been fueled by an unlikely source – the rising tide of bullishness over artificial intelligence.

Renewable Energy ETFs Ride Wave of AI Optimism

Solar stocks have rallied recently, but the rally is more than just a "dead cat" bounce. Data center demand, a crackdown on Chinese solar, and interest rate cuts all bode well for solar stocks in 2024.

Solar Shines: 3 Bullish Catalysts Suggest Further Upside

Bitwise Ethereum Strategy Etf

Proshares Ether Strategy Etf

U.S. stocks managed to reclaim ground by the end of a turbulent week, signaling a potential recovery.

3 Top ETF Areas of Last Week

Tesla

Solar stocks jumped on Wednesday, with SunPower Corp. shares leading the way after the solar-power company unveiled a deal with Tesla, Inc. for stationary batteries.

Solar stocks are rallying, with boosts from Tesla and China

Sunstone Hotel Investors

TETRA Technologies

Wall Street has a timeless piece of investment wisdom to “buy low, sell high,” which is particularly relevant in today's volatile market environment. Despite the recent surge in the main equity indices, not all stocks have participated in the rally, presenting a unique opportunity for savvy investors.

Bargain Hunting: 3 Stocks to Scoop Up During the Dip in May

Equinix

The A.I. boom has led to increased investment in products and services that fuel A.I., such as data centers and GPU makers like Nvidia. Energy producers have not been priced in as key suppliers of A.I., despite the significant increase in electricity demand from data centers. Data center development is location-specific, with areas like Northern Virginia experiencing rapid growth, presenting opportunities for energy producers in those regions.

The Unknown Picks And Shovels Of A.I.

iShares MSCI United Kingdom ETF

iShares China Large-Cap ETF

SPDR Bloomberg High Yield Bond ETF

SPDR S&P Regional Banking ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares 20+ Year Treasury Bond ETF

It's been at least a century since corporate bonds have outperformed government bonds to the degree that has been happening now.

It's been a century since corporate bonds have outperformed government debt like this

iShares Nasdaq Biotechnology ETF

iShares U.S. Aerospace & Defense ETF

Global X Autonomous & Electric Vehicles ETF

Global X Internet of Things ETF

Wall Street was in great shape on Monday, with the S&P 500 experiencing its largest three-day rally of the year.

S&P 500's Best 3-Day Run in 2024: ETF Areas That Won

News for Invesco Solar ETF ETF (TAN)