Evening Ark Big Ideas

By Paul Sankey Published on January 27, 2021 at 6:35 PM

“Go placidly amid the noise and haste, and remember what truth there may be in silence…”  Desiderata* ARK Invest has published its Big Ideas for 2021, and its important to take a look. We can also take a look back at the 2017 predictions. From an investment standpoint, and shareholder returns standpoint, the fund has been staggeringly successful. Obviously by extension so have the predictions, although current zero cost of capital market conditions are perfectly […]

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Morning $TAN

By Paul Sankey Published on January 20, 2021 at 9:24 AM

Your correspondent listened to a loooong podcast yesterday hosting Abigail Hopper, President and CEO of the Solar Energy Industries Association. Hopper was previously head of the Interior Department’s Bureau of Ocean Energy Management (BOEM, big for offshore wind development, and of course offshore drilling). Before that, she was director of the Maryland Energy Administration and an adviser to former Gov. Martin O’Malley. As I learned at quite some expense of time, she was once a […]

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Election-free Sankey

By Paul Sankey Published on November 5, 2020 at 8:17 AM

*** This note is election commentary-free. We got definitive results last night. From Pioneer $PXD, Marathon Oil $MRO, Apache $APA, Energy Transfer $ET, and Delek $DK, boom, boom! Really notable sell-off on solar stocks which came into the past month flaming hot, and have seen major corrections led by Sunrun $RUN – 31% past month, SolarEdge -22% which compounded $RUN’s weakness with a guidance warning this week, and First Solar $FSLR down -15% this past […]

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