IN CASE YOU MISSED IT: Secretary Marco Rubio's widely acclaimed address at the Munich Security Conference

$RUN (Sunrun Inc.) 🏡 - Picked up some more shares on a slight pullback last week, although the stock has been in a tight range for ~5 months, earnings next week. Really compelled by their home-to-grid distributed power plant program, and if they can keep expanding the number of

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

lol.

Utility bills are rising faster than new power construction can keep up. Enter virtual power plants, which are winning favor across state legislatures. canarymedia.com/articles/virtu…

"Sunlight travels 93 million miles to reach the earth. None of them through the Strait of Hormuz." Bill McKibben quotesof.me/edit/0e7684cf-…

悲喜交々.

The stock market so far in 2026 explained

For anyone wondering whether the fossil fuel crisis in the Middle East is driving interest in clean energy technologies: China's exports of batteries, EVs and solar products shot up in March to $21.9 billion! This is an all-time record and a 70% increase over March 2025.