Think of this as Volume 16, Number 19 of A-Clue.com, the online newsletter I've written since 1997. Enjoy.
People are writing about a “green tech crash” but that's after the fact. Most U.S.-based green tech companies are flat on their backs and the few that continue to trade, like First Solar (FSLR), are down so far it looks like up.
What the green bears are fearing is an end to federal subsidies of the space between now and 2014. They assume that, since the space was subsidized in 2009, and needed to be subsidized, it must always need to be subsidized, that it lives on subsidy and can't exist without it, that it will disappear without subsidy.
I know the Koch Brothers and their minions across the political world wish that were the case. But that's not the case.