Bellringer66 said: ↑
My very non-technical analysis: I think, in America at least, alternative energy sources won't really gain wide acceptance until there is an ongoing catalyst in energy prices that it puts a cramp in most of America's daily lifestyle..... Gas prices going so high and staying there so long that soccer mom has to quit getting her Starbucks latte and actually has to make a pot of Folgers at home, after she has had to trade in her Tahoe or Suburban for a Civic and pile her 2 kids and their friends in the backseat.....how many people do you know who are going to go out right now and take the time and money to get solar panels on their house or a windmill in their yard. I don't know any. While I'm not against developing alternative energy sources I just don't buy the story that it is the next big wave in energy, at least not yet. Fossil fuels are just too convenient for most right now.
Not going to disagree that alt energy is dead in the water until it becomes cost competitive with fossil fuels. With China and the other EMs increasing their consumption and a nuclear show down with Iran almost a certainty in the next 5-10 years we may reach that point in the not too distant future.

However, with all of that being said I don't think it explains the awful performance of alt energy ETFs/sector. Some of these sectors have declined 75% in 6 months. That's a hard and fast move not even matched by 2009 collapse in equities. My best guess is Europe as mentioned in my first post but I am by no means certain as my expertise is not in these sectors.

You owe it to yourself to set aside 19 minutes to watch the following (pass it on):
http://youtu.be/jboTeS9Okak
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Perspective:
http://frontpagemag.com/2012/dgreen....p_FrontPageMag
http://www.rushlimbaugh.com/daily/20...nta_claus_wins