Market Perspective

February 1, 2022

by Mark Carlton, CFA®

Trademark Market Perspective for 2/1/2022

Follow-ups and New Thoughts: Bill Hinch is a 35-year investment veteran who now runs the First Eagle Small Cap Opportunity Fund after a...

December 13, 2021

by Mark Carlton, CFA®

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...

October 6, 2021

by Mark Carlton, CFA®

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...

July 9, 2021

by Mark Carlton, CFA®

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%....

June 3, 2021

by Mark Carlton, CFA®

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...

April 30, 2021

by Mark Carlton, CFA®

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...

March 4, 2021

by Mark Carlton, CFA®

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...

February 3, 2021

by Mark Carlton, CFA®

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,...

December 10, 2020

by Mark Carlton, CFA®

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...

November 6, 2020

by Mark Carlton, CFA®

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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