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Insights
Mark Carlton
Nov 28, 20146 min read
Trademark Market Perspective
Market Update What a difference a month makes! We had the sharpest stock market decline since the summer of 2011 (the S&P 500 was down...
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Mark Carlton
Oct 21, 20148 min read
Quarterly Perspective for 3Q14
Summary Stocks posted another gain last quarter as measured by the two major indices (the S&P 500 and the Dow Jones Industrial Average,...
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Mark Carlton
Sep 30, 20146 min read
Our Market Perspective
Market Perspective Thoughts on Equities We seldom get through a year without at least one down quarter, but we are presently on a six...
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Mark Carlton
Aug 22, 20144 min read
Our Market Perspective
As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...
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Mark Carlton
Aug 1, 20145 min read
Market Perspective & Fund Notes for 8/1/14
Market Perspective Bear markets are a “when”, not an “if”. The goal is to go into one without being overly aggressively positioned, so...
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Mark Carlton
Jul 22, 20148 min read
Quarterly Perspective for 2Q14
Summary The stock market rally continued through the second quarter of 2014. There was a brief -4% “correction” in early April but...
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Mark Carlton
Jun 16, 20143 min read
Market Perspective for 6/16/14
Stocks finally broke out of their trading range after the Memorial Day holiday as investors decided that the economy was in fact growing...
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Mark Carlton
May 23, 20144 min read
Market Perspective for 5.23.14
Stock prices have leveled off here in 2014. The blue chip averages have recovered from both their January correction (6%) and a smaller...
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Mark Carlton
Apr 18, 20148 min read
Trademark Quarterly Perspective for 1Q14
Summary After a very strong 2013 it was reasonable to expect there would be some period of consolidation in 2014. Stocks gave back...
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Mark Carlton
Mar 31, 20143 min read
Market Perspective for 3/31/14
Market Leadership Rotation Last week saw one of the biggest asset allocation reversals I have ever seen. Going into last week, the...
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Mark Carlton
Feb 18, 20144 min read
2.18.14 Market Perspective
Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week. Emerging markets have...
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Mark Carlton
Jan 17, 20148 min read
Market Perspective for 4Q13
Summary Investors continued to push stocks higher in the fourth quarter. Many of the concerns they had going into the year – the...
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Mark Carlton
Dec 31, 20136 min read
Trademark Perspective for December 30, 2013
First of all, from a trading perspective, nothing has changed. We are still in a bull market, and as such the correct position is to be...
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Mark Carlton
Nov 13, 20135 min read
Market Perspective for 11/13/13
Current Conditions I suppose after the analogy I used in our Quarterly Perspective I should call this Lion Watch. There are few issues...
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Mark Carlton
Oct 18, 20137 min read
3Q12 Quarterly Perspective
Summary Stocks continued their rally in the third quarter. The adage, “Sell in May and Go Away” has gained favor in recent years, in...
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Mark Carlton
Oct 8, 20133 min read
More on the Government Shutdown
We've been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets. It is our belief...
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Mark Carlton
Sep 30, 20132 min read
Market Bulletin on the Looming Government Shutdown
Market Bulletin on the Looming Shutdown Today, 9/30/13, the U.S. stock market is down but well off the lows set in the first half hour...
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Mark Carlton
Sep 25, 20135 min read
Market Commentary for 9.25.13
Proactive vs. Reactive As an investor, you can choose to be either proactive or reactive. “Proactive” sounds so much better. It...
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Mark Carlton
Aug 19, 20134 min read
Market Perspective
Market Valuations The world no longer worries first and foremost about the products corporations make or the services they perform....
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Mark Carlton
Jul 17, 20139 min read
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Summary The positive performance of the financial markets continued from the first quarter until the fourth week of May, when things...
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