Market Perspective

November 2, 2015

by Mark Carlton, CFA®

What Worked for October 2015

Here’s a look at trends in October: High quality companies performed much better than lower quality companies. Why? Lower qualities...
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October 19, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 3Q15

Summary Stock markets worldwide sold off during the third quarter.  See Chart 1.  July began with a modest rally, but it was confined to...
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October 9, 2015

by Mark Carlton, CFA®

What Worked for September 2015

Here’s a look at trends in September: Quality, large cap companies performed better than market as a whole, and dramatically better than...
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August 6, 2015

by Mark Carlton, CFA®

What’s Worked for July 2015

Just a note on what worked and what didn’t in July, because August looks like more of the same. Quality, large cap companies performed...
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July 30, 2015

by Mark Carlton, CFA®

Market Update

Commodity prices were weak when July began and they’ve plunged sharply over the past two weeks (before catching a small bounce over the...
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