One of the greatest quarterbacks of all time, Drew Brees, recently announced his retirement from the NFL. Brees is retiring with one Superbowl win, nearly a dozen passing records and a red carpet to the Hall of Fame.
This week, $400 billion in direct stimulus payments began flowing into the bank accounts of US households, courtesy of the American Rescue Plan. The Treasury says $262 billion has already been dispersed with the remainder scheduled to go out in the coming weeks.
Any investor must wonder: where will this money go next?
March 13, 2021
March 6, 2021
“Take nothing on its looks, take everything on evidence. There is no better rule.”
- Charles Dickens, Great Expectations
February 20, 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.
February 13, 2021
February 7, 2021
January 31, 2021
© 2022 Silverlight Asset Management, LLC. All rights reserved.
