Infrastructure investment in India is a long-term theme, and is going to require a lot of raw materials and fuel sources. It's one thing to generate power; it's another thing to actually distribute that power.
The writing is on the wall. In the United States coal is on its way out and natural gas is on the way in. While the market only saw a slight pop on yesterday's big announcements on coal and natural gas, it signals the beginning of a new era.
The Fed’s new focus on inflation or the lack thereof has changed market dynamics. Is good new now good news again? In other words is good economic news bullish or bearish? Well it may depend on the market you are looking at.
A glut of government-subsidized wind power may help accomplish a goal some environmentalists have sought for decades: kill off U.S. nuclear power plants while reducing reliance on electricity from burning coal.