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Top links: Power companies downgraded as solar soars

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

Three separate stories over the weekend underscored the good, the bad, and the complicated aspects of a global shift to alternative, environmentally friendly sources of energy.

The good news came from a Barron’s article detailing a Barclays downgrade of the U.S. electric utility sector because of the rapid proliferation of solar power. The downgrade is one of the first signs that solar power is no longer a utopian dream held mostly by Trekkies, and its tangible, economic effects are now being felt on the income statements of incumbent power providers.