Workflow
Solar Cycle
icon
搜索文档
TAN: The New Solar Cycle Has Started - Here's Why I'm Buying
Seeking Alpha· 2025-11-20 20:03
I had "solar" in the Biden era, when the entire sector, along with other alternative energy sources, saw strong growth on the markets. Then came the long decline (from the beginning of 2021 until today). Since its peak, the sector has lost about 60%. ForI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine ...