Market Perspective

April 9, 2018

by Mark Carlton, CFA®

Market Perspective for April 9th, 2016

A Correction? The longer we remain below the January 26th high in the S&P 500, the more significant those highs become. The term...

March 15, 2018

by Mark Carlton, CFA®

Market Perspective for March 15th, 2018

The stock market recovered most of its losses from the sharp, interest-rate related sell-off in early February. That said, the bounce...

February 13, 2018

by Mark Carlton, CFA®

Trademark Market Perspective for 2/13/18

The continuation of the negative response of bonds to the strengthening economy and more importantly, to the normalization of interest...

December 28, 2017

by Mark Carlton, CFA®

Trademark Market Perspective for 12/28/17

Bonds made a move lower over the last couple of weeks most likely in response to the apparent inevitability of the new tax law lowering...

November 15, 2017

by Mark Carlton, CFA®

Market Perspective for November 15th, 2017

The global stock markets seem “tired” right now. It has been a very good year, with the S&P 500 up around 17% with dividends included...

October 6, 2017

by Mark Carlton, CFA®

Market Perspective for 10/6/17

Liquidity and the Fed Balance Sheet Over the last several years, advisers have been subjected to article after article saying the market...

August 30, 2017

by Mark Carlton, CFA®

A Three Scenario Market

It has been a while since we sent out an update because from an investment standpoint, not much has changed. There continues to be...

June 26, 2017

by Mark Carlton, CFA®

Market Perspective for June 26th, 2017

Summary Technology stocks have done very well this year but have run into some resistance. After flirting with Energy and Financial...

June 5, 2017

by Mark Carlton, CFA®

Trademark Market Perspective for June 5th, 2017

Oftentimes I write updates after conferences in order to process and make sense of the information I have just taken in. This is my...

May 3, 2017

by Mark Carlton, CFA®

Trademark Market Perspective for May 3rd, 2017

I just returned from the Morningstar conference in Chicago. I always find it interesting to compare each conference I attend to past...

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