Market Perspective

December 31, 2013

by Mark Carlton, CFA®

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...

November 13, 2013

by Mark Carlton, CFA®

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...

October 8, 2013

by Mark Carlton, CFA®

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...

September 30, 2013

by Mark Carlton, CFA®

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...

September 25, 2013

by Mark Carlton, CFA®

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...

April 15, 2013

by Mark Carlton, CFA®

Trademark Market Perspective for 4/15/13, Mark Carlton, CFA

On April 3rd I wrote a bulletin cautioning that the recent behavior of the stock market (new highs but with fewer stocks participating)...

April 3, 2013

by Mark Carlton, CFA®

Trademark Bulletin for 4/3/13

Yesterday, April 2nd, was a bad day from a bull’s perspective. Despite an 89 point gain on the Dow Jones Industrial Average and an 8...

February 26, 2013

by Mark Carlton, CFA®

Market Perspective for February 26, 2013

A few thoughts about the various asset classes: Stocks Occasionally we hear the old saw, “It’s not a stock market, it’s a market of...

January 16, 2013

by Mark Carlton, CFA®

Market Perspective for 1/16/12

The fiscal cliff deal reached on New Years’ Eve helped stocks extend the rally that began on November 16th. U.S. stocks have regained...

November 26, 2012

by Mark Carlton, CFA®

Market Perspective for 11/26/12

Stock Market Perspective Domestic Stock Market The proximate cause of the recent market declines seems to be the “fiscal cliff” or the...

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