Skip to main content

Silverlight Asset Management, LLC

  • Home
  • About 
    • Management
    • Our Philosophy
    • Contact
  • Wealth + Wellbeing
  • Blog
  • Login

   

    You are here

  1. Home
  2. Archived Blog
  3. August 2019

  

August 2019

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.

  • Read more

Amazon Needs To Make A New High For This Bull Market To Continue

Submitted by Silverlight Asset Management, LLC on August 21st, 2019

 

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.

  • Read more

Pandas Are Returning To China, But The Trade War Is Here To Stay

Submitted by Silverlight Asset Management, LLC on August 14th, 2019

 

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.

  • Read more

Capital Markets Update: Putting Policy Risk Into Perspective

Submitted by Silverlight Asset Management, LLC on August 5th, 2019

 

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.

 

  • Read more

Consumer Staples Like P&G Are Surging. Does That Foreshadow A Recession?

Submitted by Silverlight Asset Management, LLC on August 1st, 2019

 

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. 

  • Read more

Testimonials Content Block

More Than an Investment Manager—A Trusted Guide to Financial Growth

"I’ve had the great pleasure of having Michael as my investment manager for the past several years. In fact, he is way more than that. He is a trusted guide who coaches his clients to look first at life’s bigger picture and then align their  financial decisions to support where they want to go. Michael and his firm take a unique and personal coaching approach that has really resonated for me and helped me to reflect upon my core values and aspirations throughout my investment journey. 

Michael’s focus on guiding the "why" behind my financial decisions has been invaluable to me in helping to create a meaningful strategy that has supported both my short-term goals and my long-term dreams. He listens deeply, responds thoughtfully, and engages in a way that has made my investment decisions intentional and personally empowering. With Michael, it’s not just about numbers—it’s about crafting a story of financial growth that has truly supports the life I want to live."

-Karen W.

Beyond financial guidance!

"As a long-term client of Silverlight, I’ve experienced not only market-beating returns but also invaluable coaching and support. Their guidance goes beyond finances—helping me grow, make smarter decisions, and build a life I truly love. Silverlight isn’t just about wealth management; they’re invested in helping me secure my success & future legacy!"

-Chris B.

All You Need Know to Win

“You likely can’t run a four-minute mile but Michael’s new book parses all you need know to win the workaday retirement race. Readable, authoritative, and thorough, you’ll want to spend a lot more than four minutes with it.”

-Ken Fisher

Founder, Executive Chairman and Co-CIO, Fisher Investments
New York Times Bestselling Author and Global Columnist.

Packed with Investment Wisdom

“The sooner you embark on The Four-Minute Retirement Plan, the sooner you’ll start heading in the right direction. This fun, practical, and thoughtful book is packed with investment wisdom; investors of all ages should read it now.”

-Joel Greenblatt

Managing Principal, Gotham Asset Management;
New York Times bestselling author, The Little Book That Beats the Market

Great Full Cycle Investing

“In order to preserve and protect your pile of hard-earned capital, you need to be coached by pros like Michael. He has both the experience and performance in The Game to prove it. This is a great Full Cycle Investing #process book!”

-Keith McCullough

Chief Executive Officer, Hedgeye Risk Management
Author, Diary of a Hedge Fund Manager

Clear Guidance...Essential Reading

“The Four-Minute Retirement Plan masterfully distills the wisdom and experience Michael acquired through years of highly successful wealth management into a concise and actionable plan that can be implemented by everyone. With its clear guidance, hands-on approach, and empowering message, this book is essential reading for anyone who wants to take control of their finances and secure a prosperous future.”

-Vincent Deluard

Director of Global Macro Strategy, StoneX

Recent Blog Posts

  • 5 Things We Learned This Week - 5/03/2025
  • 5 Things We Learned This Week - 4/20/2025
  • Trump’s Trade War Bravado: A Capital Flow Risk Investors Can’t Ignore

Archived Blog

  • May 2025 (1)
  • April 2025 (3)
  • March 2025 (5)
  • February 2025 (4)
  • January 2025 (4)
  • December 2024 (3)
  • November 2024 (3)
  • October 2024 (3)
  • September 2024 (6)
  • July 2024 (1)
  • June 2024 (1)
  • March 2024 (3)

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 949-629-2496

Email: mcannivet@silverlightinvest.com

23 Corporate Plaza, Suite 150, Newport Beach, California 92660

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Privacy Policy

© 2025 Silverlight Asset Management, LLC. All rights reserved.

Website Design For Financial Services Professionals