The naysayers regarding solar power have always made one accurate point: the technological cost effectiveness was not the same as cheap burning coal or other carbon emitting sources. Government investing in “green energy” was a boondoggle that will never provide dividends, was one line of thought. Contrast this with the first quarter report from the big UK hedge fund Lansdowne Energy Dynamics Fund, which for the first time is seeing the light of day relative to solar power profitability, and perhaps witness one of the great trend changes of our time. Also see a Curated list of top ? ?hedge fund? letters Solar…
Top Hedge Fund Sees Solar Power Viability, Profitability Around The Corner
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.