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.
It’s a great illustration of why markets are volatile right now. It’s all about one word: uncertainty.
Investors are in an environment where at any moment a policy announcement may cross the tape and...
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.
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.
“Overall, we can’t emphasize enough how impressive the top-line was this quarter, with P&G proving it is one of the best growth stories in large-cap staples,” wrote Wells Fargo analyst Bonnie...
© 2019 Silverlight Asset Management, LLC. All rights reserved.
