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Today’s note includes earnings updates, ratings changes and the podcast.

Solar power is one of my top investing concepts for the years ahead. I think solar (along with other alternative energy sources) will gain increasing market share in the years ahead. As costs of fossil fuels rise, the still-high costs of solar power look less prohibitive, especially when various tax credits are factored in. The increase in manufactured volumes means costs are coming down, particularly for the manufacturers that don’t use silicon.

So which book leads to the investment idea, the book by the dreamers or the book about the doer? There’s no surprise here; it’s Carnegie, the doer. Because today’s idea is about steel and iron ore, once again in great demand by the world. For Carnegie, demand came from the expansion of the American railroad system. For this company, demand comes from the global building boom, particularly in Asia.

As all experienced investors know, bull markets climb a wall of worry.

Nancy Zambell, Editor-In-Chief for Financial Freedom Federation and chief analyst of Wall Street’s Best Digest and Wall Street’s Best Stocks, speaks about President Biden’s American Jobs Plan impacts on the U.S. infrastructure and economy and using those impacts to enjoy investment gains.