Market Perspective

August 4, 2016

by Mark Carlton, CFA®

Market Perspective for August 4th, 2016

The month of July was extremely kind to investors worldwide. This was undeserved, in our opinion, given Brexit, a surprisingly weak...

July 6, 2016

by Mark Carlton, CFA®

Market Perspective for July 6th, 2016

Our take on “Brexit” is that it has set in motion a re-examination among European Union nations of the benefits and drawbacks of that...

June 16, 2016

by Mark Carlton, CFA®

Market Perspective for 6/16/16

Markets and the Dollar Stocks rallied in recent weeks, until the looming “Brexit” vote in England stopped the upward momentum in its...

May 19, 2016

by Mark Carlton, CFA®

Market Perspective for 5/19/16

Yesterday the Federal Reserve suggested that it was considering raising interest rates. It cited employment strength (the unemployment...

March 24, 2016

by Mark Carlton, CFA®

Market Perspective for 3/24/16

Notes on The Fed The Federal Reserve decided on March 16th not to raise interest rates. This came as little surprise, as that is exactly...

February 16, 2016

by Mark Carlton, CFA®

Market Perspective for 2/16/16

Updating the January 18th post: Low volatility strategies continue to lose less. They are down roughly -1.79% so far this month, versus...

January 18, 2016

by Mark Carlton, CFA®

Trademark Market Perspective for 1/18/16

A few thoughts on the year so far: When I wrote the January 5th, 2016 Market Perspective, I wanted to make the point that stocks were not...

January 5, 2016

by Mark Carlton, CFA®

Market Perspective for January 5th, 2016

Yesterday I received information from JPMorgan in their comprehensive quarterly Guide to the Market concerning the valuation of the...

December 21, 2015

by Mark Carlton, CFA®

Market Perspective for 12/21/15

On December 16th the big day came when the Federal Reserve raised interest rates by 25 bps. They had not raise rates in seven years. ...

December 7, 2015

by Mark Carlton, CFA®

What Worked for November 2015

Here’s a look at trends in November: Lower quality bonds dramatically under-performed investment grade bonds last month. Why? Junk...

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