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Investors Can Use Illusions About the Yield Curve to Their Advantage

Submitted by Silverlight Asset Management, LLC on July 19th, 2018

 

A little over ten years ago, my former boss, Ken Fisher, wrote a book called The Only Three Questions That Count. Ken has written many books. That one is my personal favorite.

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Lebron James' Mega-Deal Shows Why Globalization Is Here To Stay

Submitted by Silverlight Asset Management, LLC on July 8th, 2018

 

America celebrated Independence Day this week, while Lebron James celebrated a new $154 million-dollar contract with the Los Angeles Lakers.

Whether you’re a “King James” fan, hater, or don’t even know who he is, he's the American Dream personified.

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2018 Macro Themes: A Mid-Year Update & Outlook

Submitted by Silverlight Asset Management, LLC on July 3rd, 2018

 

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The Passive Investing Boom Poses A New Risk: Artificial Popularity

Submitted by Silverlight Asset Management, LLC on June 27th, 2018

 

Can't Buy Me Love is a movie from the 1980s about a nerd who is desperate to improve his social status. In so doing, he makes an investment. He hires the most popular girl in school to be his girlfriend for a few weeks, believing this will permanently elevate his standing with the popular clique at his high school.

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History Says That Apple's Outperformance Run Is Finite

Submitted by Silverlight Asset Management, LLC on June 15th, 2018

 

If you’re are an active investor with a goal to outperform, history says the biggest company in the world is not a good bet.

Why?

Because the #1 stock in the world has always—I repeat always—gone on to underperform.

Maybe not right away. But eventually it happens.

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Starbucks Will Be Okay Without Howard Schultz

Submitted by Silverlight Asset Management, LLC on June 6th, 2018

 

Howard Schultz is the pied-piper of modern coffee. A pioneer who brought a fringe coffeehouse culture to the masses, convincing people the world over to pay a premium price for a premium experience. On his watch, the Starbucks franchise grew from just 11 stores to over 28,000.

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Investment Lessons Within Roger Bannister's Miracle Run

Submitted by Silverlight Asset Management, LLC on June 1st, 2018

 

Fewer people have run a four-minute mile than have scaled Mount Everest. The first runner to do it was Roger Bannister. 

Bannister was a strong runner, but not the most physically gifted athlete. His edge was his strategy. “It is the brain, not the heart or lungs, that is the critical organ,” he once said.

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Disney Made The Right Call For Investors In Canceling 'Roseanne'

Submitted by Silverlight Asset Management, LLC on May 31st, 2018

 

We live in a world where good news travels fast and bad news travels even faster.

Case in point: over the course of just a few hours, Roseanne Barr sent out a racial slur via tweet, and effectively flushed her hit TV show and resurgent career down the toilet.

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A Bulls vs. Bears Tug-of-War Will Persist Through 2018

Submitted by Silverlight Asset Management, LLC on May 22nd, 2018

 

Did you hear “Yanny or Laurel?”

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Why Free Trade Trumps Fair Trade

Submitted by Silverlight Asset Management, LLC on May 17th, 2018

 

Uncertainty over the trade relationship between China and the U.S. has periodically roiled markets this year. This week, the topic is again front and center as top Chinese economic officials make their way to Washington to convene talks.

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