Market Perspective

April 4, 2017

by Mark Carlton, CFA®

Market Perspective for April 4th, 2017

Stocks gained 6.07%, as measured by the S&P 500, last quarter. That’s a very nice rate of return (over 24% if annualized). It...

March 14, 2017

by Mark Carlton, CFA®

Market Perspective for March 14th, 2017

All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election. The former is expected to end Wednesday...

March 3, 2017

by Mark Carlton, CFA®

Market Perspective for March 3rd, 2017

So far this has been a great year for investors. The US stock market was up 5.6% year-to-date through February and overseas markets are...

January 10, 2017

by Mark Carlton, CFA®

Market Perspective for January 10th, 2017

The first week of 2017 is in the books and this is what we learned: Foreign stocks really like it when the U.S. dollar stops rising....

December 28, 2016

by Mark Carlton, CFA®

Trademark Market Perspective for December 28th, 2016

Scoreboard The S&P 500 has added another 3.08% so far this month, lifting its year-to-date advance to 12.7%. The EAFE foreign stock...

December 3, 2016

by Mark Carlton, CFA®

Market Perspective for December 3, 2016

Market Perspective November was a very good month for U.S. stocks, but not much else. Even among U.S. stocks there was a very high...

November 10, 2016

by Mark Carlton, CFA®

Market Perspective for November 10th, 2016

The Election We knew this election would be a binary event – a decision in which there are two possible outcomes, and the difference...

October 9, 2016

by Mark Carlton, CFA®

Market Perspective for 10/9/16

Friday’s Unemployment Report No surprises either way. Very little impact on the market’s narrow belief in a December hike. Doesn’t...

September 12, 2016

by Mark Carlton, CFA®

Market Perspective for 9/12/16

Last Friday (9/6/16), the market experienced one of the “reddest” days I have ever seen. The advance-decline ratio on the NYSE was 152...

August 23, 2016

by Mark Carlton, CFA®

Market Perspective for 8/23/16

1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above...

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