Trademark Market Perspective for 2/15/19
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Insights
It is eye-opening to read the Market Perspective I wrote exactly two months ago. There was a real sense of dread back then as the global...
Mark Carlton
Jan 15, 20194 min read
Market Perspective for January 15th, 2019
The U.S. stock market has rallied nicely off its Christmas Eve low, but it is running into some resistance at the 2600 mark on the S&P...
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Mark Carlton
Dec 17, 20186 min read
Trademark's Market Perspective for December 17th, 2018
Stocks Economic growth appears to have peaked in early autumn. Unemployment is now starting to rise, judging by weekly claims. On the...
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Mark Carlton
Oct 17, 20187 min read
Quarterly Perspective for 3Q18
Summary The U.S. stock market posted another strong quarter, rising 7.20%. Once again, however, U.S. stocks were pretty much the “only...
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Mark Carlton
Sep 25, 20186 min read
Market Perspective for September 25th 2018
The Fed and Interest Rates Interest rates are probably going up by 25 basis points later today. The market and I believe it’s a done...
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Mark Carlton
Aug 23, 20185 min read
Market Perceptive for August 23rd, 2018
Economy Famous hedge fund investor Stanley Druckenmiller is known for his assertion that it is liquidity that moves markets, not...
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Mark Carlton
May 18, 20185 min read
Market Perspective for May 18th, 2018
Emerging Markets I am nervous about emerging markets. EM can handle a gradual strengthening of the US dollar to a point, but not the...
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Mark Carlton
Apr 9, 20184 min read
Market Perspective for April 9th, 2016
A Correction? The longer we remain below the January 26th high in the S&P 500, the more significant those highs become.<1> The term...
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Mark Carlton
Mar 15, 20185 min read
Market Perspective for March 15th, 2018
The stock market recovered most of its losses from the sharp, interest-rate related sell-off in early February. That said, the bounce...
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Mark Carlton
Feb 13, 20186 min read
Trademark Market Perspective for 2/13/18
The continuation of the negative response of bonds to the strengthening economy and more importantly, to the normalization of interest...
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Mark Carlton
Dec 28, 20175 min read
Trademark Market Perspective for 12/28/17
Bonds made a move lower over the last couple of weeks most likely in response to the apparent inevitability of the new tax law lowering...
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Mark Carlton
Nov 15, 20176 min read
Market Perspective for November 15th, 2017
The global stock markets seem “tired” right now. It has been a very good year, with the S&P 500 up around 17% with dividends included...
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Mark Carlton
Oct 18, 20179 min read
3Q17 Quarterly Market Perspective
Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter.<1> That brings the year-to-date gain...
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Mark Carlton
Oct 6, 20173 min read
Market Perspective for 10/6/17
Liquidity and the Fed Balance Sheet Over the last several years, advisers have been subjected to article after article saying the market...
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Mark Carlton
Aug 30, 20173 min read
A Three Scenario Market
It has been a while since we sent out an update because from an investment standpoint, not much has changed. There continues to be...
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Mark Carlton
Jun 26, 20175 min read
Market Perspective for June 26th, 2017
Summary Technology stocks have done very well this year but have run into some resistance. After flirting with Energy and Financial...
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Mark Carlton
Jun 5, 20176 min read
Trademark Market Perspective for June 5th, 2017
Oftentimes I write updates after conferences in order to process and make sense of the information I have just taken in. This is my...
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Mark Carlton
May 3, 20175 min read
Trademark Market Perspective for May 3rd, 2017
I just returned from the Morningstar conference in Chicago. I always find it interesting to compare each conference I attend to past...
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Mark Carlton
Apr 4, 20176 min read
Market Perspective for April 4th, 2017
Stocks gained 6.07%, as measured by the S&P 500, last quarter.<1> That’s a very nice rate of return (over 24% if annualized). It...
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Mark Carlton
Mar 14, 20175 min read
Market Perspective for March 14th, 2017
All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election. The former is expected to end Wednesday...
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