Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

<ul>
<li>I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power generation model is gaining momentum.</li>
<li>Onshore wind and solar are now the cheapest forms of new electricity generation in the US, with the DOE forecasting their unsubsidized levelized cost of energy at or below 2.5 cents/kWh.</li>
<li>Wind and solar costs have fallen so dramatically that in many markets they are now half the cost per MW hour of large-scale new…</li>
</ul>


I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power generation model is gaining momentum.
Onshore wind and solar are now the cheapest forms of new electricity generation in the US, with the DOE forecasting their unsubsidized levelized cost of energy at or below 2.5 cents/kWh.
Wind and solar costs have fallen so dramatically that in many markets they are now half the cost per MW hour of large-scale new…


Energy Rally Accelerates, But So Does Renewables Threat...

United States

First Solar, Inc. designs and manufactures solar modules.  The Company uses a thin film semiconductor technology to manufacture electricity-producing solar modules.

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First Solar Inc (FSLR US)

Energy Rally Accelerates, But So Does Renewables Threat...

I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...

Sean Maher

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