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But we saved everything 🙂.
Brandon Beylo highlights that the Solar Energy ETF TAN is making new highs. He comments that the theme of 'Energy At All Costs' will encompass energy forms widely disliked by investors.
Beylo expresses optimism about the current market setup.
Beylo previously pointed to growing interest in solar energy as an investment amid a recent strait closure. He has also cited significant value in South Korean stocks, advocating baskets of negative EV companies for potential strong returns in a separate note. These views come as he tracks market sentiment across less favored asset classes.