Blog
As Stimulus Is Deployed, The S&P 500 Is Buzzing With Rotation Questions
Submitted by Silverlight Asset Management, LLC on March 21st, 2021
This week, $400 billion in direct stimulus payments began flowing into the bank accounts of US households, courtesy of the American Rescue Plan. The Treasury says $262 billion has already been dispersed with the remainder scheduled to go out in the coming weeks.
Any investor must wonder: where will this money go next?
5 Things We Learned This Week - 3/13/2021
Submitted by Silverlight Asset Management, LLC on March 13th, 2021
March 13, 2021
5 Things We Learned This Week
Submitted by Silverlight Asset Management, LLC on March 6th, 2021
March 6, 2021
The 2018 Steel Tariffs Remind Us Trade Barriers Never Work
Submitted by Silverlight Asset Management, LLC on February 25th, 20215 Things We Learned This Week - 2/20/2021
Submitted by Silverlight Asset Management, LLC on February 20th, 2021
February 20, 2021
Wall Street’s Next Short Squeeze Could Be In Energy Stocks
Submitted by Silverlight Asset Management, LLC on February 17th, 2021
If energy stocks are heavily shorted, does that spell opportunity?
So far in 2021, WTI crude oil is up 22% and the Energy Sector SPDR ETF (XLE) has gained 18%—both outpacing the S&P 500’s 4.9% return. However, investor positioning shows most investors are not capitalizing on energy’s recent outperformance.
5 Things We Learned This Week - 2/13/2021
Submitted by Silverlight Asset Management, LLC on February 13th, 2021
February 13, 2021
5 Things We Learned This Week - 2/7/2021
Submitted by Silverlight Asset Management, LLC on February 7th, 2021
February 7, 2021
5 Things We Learned This Week - 2/1/2021
Submitted by Silverlight Asset Management, LLC on February 1st, 2021
January 31, 2021