Market Perspective

August 31, 2020

by Mark Carlton, CFA®

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...

July 30, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for 2Q20

Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery. Whether the recovery...

May 6, 2020

by Mark Carlton, CFA®

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...

March 20, 2020

by Mark Carlton, CFA®

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...

February 19, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for February 19th, 2020

THE NEW GOLD RUSH Welcome to the new gold rush. There is a feeling in the investment world that we are in an Age of Disruption that is...

January 23, 2020

by Mark Carlton, CFA®

4th Quarter 2019 Market Perspective

Summary 2019 closed on a high note for stocks as interest rate cuts fueled a speculative boom which has continued into 2020. Against a...

January 3, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for January 3rd, 2020

What a difference a year makes! The year-over-year gain from Christmas Eve 2018 to the same day in 2019 was close to 40%! We went...

November 8, 2019

by Mark Carlton, CFA®

Trademark Market Perspective for November 8th, 2019

As the markets moved into September there was a lot of fear. As measured by GDP, purchasing managers, and the Institute for Supply...

September 18, 2019

by Mark Carlton, CFA®

Market Update for September 18th, 2019

Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time...

July 30, 2019

by Mark Carlton, CFA®

Notes and Thoughts Ahead of this Week’s Federal Reserve Meeting

Investors expect that the Federal Reserve will ease 25 basis points and that stocks will rally as a result. My feeling is that since this...

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