‘Fire In Paradise’ Shows How Risk Happens Fast
Submitted by Silverlight Asset Management, LLC on November 16th, 2019
It started out like any small fire. Then it spread.
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The S&P 500 Should Hang In There Through The Fourth Quarter
Submitted by Silverlight Asset Management, LLC on October 31st, 2019
Time is running out on 2019.
Looking back, Q4 of 2018 was a rough ride for equity investors. Wise to book profits before year-end this time around?
Perhaps, but don’t be too hasty hitting the sell button. There are a host of reasons why the S&P 500 will likely see better performance in this year’s fourth quarter.
Johnson & Johnson: Quality At A Discount?
Submitted by Silverlight Asset Management, LLC on October 31st, 2019
Lawyers are loving Johnson & Johnson (J&J) in 2019. Investors… not so much.
J&J shares have lagged amid mounting legal woes. The health care giant faces over 100,000 lawsuits in total, which some analysts estimate may cost over $20 billion to settle.
Why Exchanges Outperform Discount Stock Brokers
Submitted by Silverlight Asset Management, LLC on October 11th, 2019
In the asset management space, discount brokers play a middleman role. They link consumers to exchanges where transactions are completed.
Here’s a look at how three major brokerage stocks have performed over the last five years compared to three major exchanges.
Warren Buffett, Ray Dalio And Ken Fisher Show There’s Utility In Humility
Submitted by Silverlight Asset Management, LLC on September 30th, 2019
Bravado can be an asset in certain domains.
For example, President Trump is known for being bold. That probably aided his ascent as a real estate developer. And as President, Mr. Trump is all about projecting confidence, as the following video montage demonstrates.
5 Silly Things About Passive Investing Nobody Talks About
Submitted by Silverlight Asset Management, LLC on September 26th, 2019
The active versus passive investing debate is relentless. If you do a simple cost/benefit analysis, advocates of passive investing have compelling facts on their side.
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, 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.
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.
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More Than an Investment Manager—A Trusted Guide to Financial Growth
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Founder, Executive Chairman and Co-CIO, Fisher Investments
New York Times Bestselling Author and Global Columnist.
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Chief Executive Officer, Hedgeye Risk Management
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