Hey Everyone,
Rates are going higher and this is a pretty fascinating buy-the-dip environment soon.
Rising interest rates make it more expensive to finance renewable energy projects with debt, and rates have been rising for more than a year. As we sawy today October 2nd with the XLU.
This is fairly unusual and utilities means the “ESG craze” is about to enter a winter.
So let’s begin with some buy calls:
I do agree with analysts that Energy sector is the one to target at this moment in time. Small cap energy stocks deserve some serious research.
This fall in utilities of late and climbing interest rates is a real case study for the ages.
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