This is your SolarWakeup for October 5th, 2015

There always seems to be some sort of hype in solar. Wall street has hit the solar stocks pretty hard recently causing some unnecessary commotion. Ask yourself what has changed in the last few months, has anything changed? Not really. Solar is trying to compete with trillion dollar fossil markets, utilities that have a guaranteed return on capital in the double digits (thank you anti-competitive market regulations); both of which have access to capital at below mortgage rates. Solar still pays double/triple that. So when you read about layoffs at SUNE, don’t buy the hype. They have bought several companies and surely there are duplicative roles; the headlines are lip service to day traders.

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Have a great day!

Yann