Blog
The Long-Term Market Odds Call For You To Stay Invested
Submitted by Silverlight Asset Management, LLC on September 13th, 2019
In a headline driven, volatile market like we’ve been traversing, it’s easy for investors to try to overcorrect their positioning. I’m referring to the whole “risk on, risk off” mentality.
A casual market observer probably sees a binary narrative. It seems like everything rides on a U.S./China trade deal.
Starbucks' Big Stock Buyback Limits Future Upside
Submitted by Silverlight Asset Management, LLC on August 31st, 2019
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.
Amazon Needs To Make A New High For This Bull Market To Continue
Submitted by Silverlight Asset Management, LLC on August 21st, 2019Pandas Are Returning To China, But The Trade War Is Here To Stay
Submitted by Silverlight Asset Management, LLC on August 14th, 2019Capital Markets Update: Putting Policy Risk Into Perspective
Submitted by Silverlight Asset Management, LLC on August 5th, 2019Consumer Staples Like P&G Are Surging. Does That Foreshadow A Recession?
Submitted by Silverlight Asset Management, LLC on August 1st, 2019If Boomers Want To Retire, They’ll Have To Work With Millennials On Hard Policy Questions
Submitted by Silverlight Asset Management, LLC on July 19th, 2019
I recently interviewed Wall Street Journal columnist Joseph Sternberg about his provocative new book, The Theft of a Decade: How the Baby Boomers Stole the Millennials’ Economic Future.