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Insights
Mark Carlton
Jan 25, 20228 min read
Quarterly Market Perspective for 4Q21
Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher. Both...
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Mark Carlton
Dec 13, 20216 min read
Trademark Market Perspective for 12/13/2021
Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a...
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Mark Carlton
Oct 28, 20219 min read
Quarterly Market Perspective for 3Q21
Summary While it is technically true that the S&P 500 stock index added 0.58% in the third quarter, it really didn’t feel that way. ...
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Mark Carlton
Oct 6, 20216 min read
Trademark Market Perspective for 10/06/2021
Follow-ups and New Thoughts: So little happened this summer that every time I sat down to write about the concern of the moment, it...
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Mark Carlton
Jul 23, 20219 min read
Quarterly Market Perspective for 2Q21
Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter. Technology, Energy, and Real Estate led...
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Mark Carlton
Jul 9, 20215 min read
Trademark Market Perspective for 07/09/2021
Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than 1.30% for a short time before closing near 1.32%....
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Mark Carlton
Jun 3, 20214 min read
Trademark Market Perspective for 06/03/2021
Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year treasury rose from 1.58% to 1.61%, and...
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Mark Carlton
Apr 30, 20215 min read
Trademark Market Perspective for 04/30/2021
Follow-ups and New Thoughts: 1) The decline in the 10-year bond yield from 1.74% on March 31st to as low as 1.53% on April 15th has done...
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Mark Carlton
Apr 26, 20218 min read
Quarterly Market Perspective for 1Q21
Summary The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs. For the...
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Mark Carlton
Mar 4, 20215 min read
Trademark Market Perspective for 03/04/2021
Follow-ups and New Thoughts: 1) Emerging Markets are still exciting for the long run, but surging interest rates are not helpful for this...
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Mark Carlton
Feb 3, 20215 min read
Trademark Market Perspective for 02/03/2021
Emerging Market Asset Allocation It would be unthinkable to put together an investment portfolio today that did not include Apple,...
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Mark Carlton
Jan 22, 20219 min read
Quarterly Market Perspective for 4Q20
Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple...
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Mark Carlton
Dec 10, 20204 min read
Notes and Thoughts for December 10th, 2020
Global stock markets, almost every single one, have been hitting on all cylinders lately. In fact, some of the best recent performance...
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Mark Carlton
Nov 6, 20203 min read
Notes and Thoughts for November 6th, 2020
A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential...
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Mark Carlton
Oct 26, 20209 min read
Quarterly Market Perspective for 3Q20
Summary The U.S. stock market gained 8.9%<1> last quarter as investors gained confidence that the worst of the COVID 19 crisis was...
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Mark Carlton
Aug 31, 20205 min read
Trademark Market Perspective for 8/31/20
The Fed Not much to say about the U.S. stock market overall. I’ve been reading a lot of analogies lately, so here is mine: Imagine...
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Mark Carlton
Jul 30, 20209 min read
Trademark Market Perspective for 2Q20
Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery. Whether the recovery...
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Mark Carlton
May 6, 20206 min read
Trademark Market Perspective for May 6th, 2020
Investors are herd creatures. We can’t help it; 100,000 years of programming is hard to unlearn. That said, what enabled our ancestors...
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Mark Carlton
Apr 28, 20208 min read
Quarterly Market Perspective for 1Q20
SUMMARY It probably comes as a surprise to no one, but the first quarter of 2020 was the worst first quarter in modern market history. ...
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Mark Carlton
Mar 20, 20206 min read
Trademark Market Update for March 20th, 2020
Exactly one month ago (February 19, 2020), the S&P 500 made a high just above 3393 before closing at 3384. We didn’t know it at the...
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