Climate Tech Model …

Climate Tech Model at current market levels is looking at RIVN, BLD, JKS, RUN, CARR, QS, TWST, BEAM, and TNA for a small cap portfolio.

Interest rates and raw materials prices point to higher prices. Corporate CEO’s are looking at de-regulation as the biggest driver at the moment. Additionally, the CEO’s seem to buy the story that tariffs are a one-time price level adjustment. If tax cuts actually happen, this will accelerate, for a while. All will be fine until the consumer points out the fallacy of it all later in the year.