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  3. February 2021

  

February 2021

The 2018 Steel Tariffs Remind Us Trade Barriers Never Work

Submitted by Silverlight Asset Management, LLC on February 25th, 2021

 

“Take nothing on its looks, take everything on evidence. There is no better rule.”

- Charles Dickens, Great Expectations

 

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5 Things We Learned This Week - 2/20/2021

Submitted by Silverlight Asset Management, LLC on February 20th, 2021

 

 

 

February 20, 2021

 

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Wall Street’s Next Short Squeeze Could Be In Energy Stocks

Submitted by Silverlight Asset Management, LLC on February 17th, 2021

 

If energy stocks are heavily shorted, does that spell opportunity?

So far in 2021, WTI crude oil is up 22% and the Energy Sector SPDR ETF (XLE) has gained 18%—both outpacing the S&P 500’s 4.9% return. However, investor positioning shows most investors are not capitalizing on energy’s recent outperformance.

 

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5 Things We Learned This Week - 2/13/2021

Submitted by Silverlight Asset Management, LLC on February 13th, 2021

 

 

 

February 13, 2021

 

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5 Things We Learned This Week - 2/7/2021

Submitted by Silverlight Asset Management, LLC on February 7th, 2021

 

 

 

February 7, 2021

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5 Things We Learned This Week - 2/1/2021

Submitted by Silverlight Asset Management, LLC on February 1st, 2021

 

 

 

January 31, 2021

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Recent Blog Posts

  • The S&P 500 Is Missing The Energy Bull Market, Are You?
  • The S&P 500 Just Printed A Rare Demark Buy Signal
  • 3 Emerging Markets Stocks That Are Secular Winners On Sale

Archived Blog

  • June 2022 (1)
  • May 2022 (2)
  • March 2022 (1)
  • January 2022 (2)
  • December 2021 (1)
  • November 2021 (1)
  • August 2021 (3)
  • July 2021 (2)
  • June 2021 (2)
  • May 2021 (4)
  • April 2021 (1)
  • March 2021 (4)
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