After Howard Schultz resigned as Starbucks' CEO last June, I profiled the company's investment merits in a post. "It's coffee almost never goes on sale, but the stock is now," I wrote.
If you want to know if we're still in a bull market, don't ask Alexa. Just watch Amazon's stock price.
Amazon shares closed on September 4, 2018 at 2,039. Almost a year later, that remains the all-time high.
Markets cheered when the Trump Administration announced on Tuesday it would delay new tariffs on certain consumer products. Optimism quickly evaporated on Wednesday, though, after a spate of weak economic data stoked fears of a global economic slowdown.
The trade war between the U.S. and China escalated yesterday. This led to the steepest single-day decline for U.S. stocks so far in 2019.
In the following video, I discuss political and economic risks to the stock market, and our strategy for hedging those risks.
Procter & Gamble (P&G) just reported its best organic sales result in over a decade. The Cincinnati-based maker of everyday consumer goods saw revenue rise 7%, bolstered by pricing and market share gains in the company's health care segment.
© 2025 Silverlight Asset Management, LLC. All rights reserved.
