YES, and here in Vegas solar is huge too. I'm talking about trade and large cap companies like steel and other large manufacturers. Are solar panel companies large cap or small to mid cap? I'll concede that the materials needed to make the panels are from large caps like Corning, Kaiser etc...
We made the move to C fund away from the S and prior to that the I, and as America reengages in organic major manufacturing and tariffs rule the day, large caps and exports of coal, concrete, steel, SOLAR PANELS!!, etc. and any other American products are our shining star.
It's all good!
Aloha, Jan
"Don't let Eyore be your spirit animal..."
On Thu, Sep 20, 2018 at 6:43 AM -0700, "robert winfield winfield100@yahoo.com [TSP_Strategy]" <TSP_Strategy@yahoogroups.com> wrote:
a couple of comments, related to coal trains headed for California1) in the first 6 months of 2018, ~1,9 million Photovoltaic panels were shipped in the US, over 700,000 to California, which has a goal of 100% renewable energy by 2045, which has increased by a factor of 6and wind by a factor of 2.5 (manufactured energy), unlimited2) Coal used to generate electricity in the US has dropped by 1/3 from 2010 to 2017 (extracted energy, declining resource)These relate peripherally to the TSP in terms of what they invest in, etcOn Wednesday, September 19, 2018, 6:59:06 PM EDT, zjan2001@yahoo.com [TSP_Strategy] <TSP_Strategy@yahoogroups.com> wrote:And now it will be less...
I live in Vegas and watch the coal trains heading to California every day. It's a good day for America when we export anything and for every pair of underware we buy at Walmart, 1,000,000 tons of coal are going the other way.
Steel is back too in a big way. Since a lot of you work in the DoD arena, I'm sure you're familiar with the importance of the industrial supply base. These industries (auto and truck manufacturing, textiles, concrete, steel and other high value metals all benefit the economy as well as the industrial base of our great country.
All this contributes mightily to the rise in the C fund. Charts and graphs do show the picture WRT fundamentals, but I think what gets lost is the connection of what drives those charts and graphs. Buy American when you can and never sacrifice quality to do so. So until the USA makes a PC or a smart phone of equal VALUE, we'll keep some sort of connection to China trade. Meanwhile we make plenty that can change the tide back to our manufacturing might of days gone by.
Aloha, Jan
"Don't let Eyore be your spirit animal..."
On Wed, Sep 19, 2018 at 8:50 AM -0700, "sarah_oz@yahoo.com [TSP_Strategy]" <TSP_Strategy@yahoogroups.com> wrote:
I'm just a simple country boy, but I can't think of anything made in China that this country needs.In 2017, we imported 506 billion dollars of products from China.
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Posted by: zjan2001@yahoo.com
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