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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.

 

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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. 

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If 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.

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Buy Gold, Sell Bonds

Submitted by Silverlight Asset Management, LLC on June 28th, 2019

 

As the first-half of 2019 draws to a close, investors have much to cheer about. A lot of money has been made across many asset classes.

If you're considering tweaking your strategy for the second-half of the year, I have four words for you: Buy gold, sell bonds.

Why Gold Is Attractive Again  

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Whether Hulu, Sling Or YouTube TV: Change The Channel On Your Cable Plan

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

 

Consumers benefit when companies compete. And right now, there is a battle royal between traditional cable providers and streaming services like Hulu and Netflix.

You are probably aware of the cord-cutting trend. But have you benefited yet?

If not, it’s easy and well worth it to cut your cable.

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If You Want To Time The Market, Ignore Moving Averages

Submitted by Silverlight Asset Management, LLC on June 10th, 2019

 

Scary stock charts make for reliable clickbait, but not reliable profits.

The indicators vary. A common feature, though, is provocative terminology. For instance, headlines about a 'Death Cross' in the market will tend to stir more interest among casual market watchers compared to stories about Fed policy.

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Morningstar Sees Opportunity In The Credit Market Everyone Is Worried About

Submitted by Silverlight Asset Management, LLC on May 31st, 2019

 

Morningstar Inc. is looking to shakeup the credit rating industry. The company's timing couldn't be better. 

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Greed Isn't Good, But Profits Are

Submitted by Silverlight Asset Management, LLC on May 22nd, 2019

 

I’ve worked with hundreds of investors in my career. To date, no one has ever told me their goal was to lose money.

Yet apparently that’s becoming more of a ‘thing’ lately.  

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Simplifying The Trade War Risk

Submitted by Silverlight Asset Management, LLC on May 15th, 2019

 

There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know."

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What's The Magic Of Disney Worth? A Lot More Than The Current Stock Price

Submitted by Silverlight Asset Management, LLC on April 29th, 2019

 

Disney is one the top performing Dobermans of the Dow so far in 2019. Shares have risen close to 30%.

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Email: mcannivet@silverlightinvest.com

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