Quarterly Perspective for 2Q24
Summary The S&P 500 gained 4.3% last quarter, and 15.3% in the first half of the year[1]. That is the good news. The bad news was that...
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Insights
Mark Carlton
- Apr 23
- 8 min
Quarterly Market Perspective for 1Q24
Summary The stock rally that began in late October continued through this past March. The S&P 500 added 10.6% last quarter<1>....
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Mark Carlton
- Jan 25
- 9 min
Quarterly Market Perspective for 4Q23
Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from...
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Mark Carlton
- Nov 1, 2023
- 6 min
Trademark Market Perspective for 11/01/2023
Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to me that the world is now in a new...
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Mark Carlton
- Oct 24, 2023
- 11 min
Quarterly Market Perspective for 3Q23
Summary The stock market rally ran into the wall of higher interest rates at the beginning of August. As a result, the market gave up...
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Mark Carlton
- Aug 23, 2023
- 4 min
Trademark Market Perspective for 8/23/2023
Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global...
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Mark Carlton
- Jul 25, 2023
- 9 min
Quarterly Market Perspective for 2Q23
Schwab TransitionIn 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, the...
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Mark Carlton
- Apr 25, 2023
- 8 min
Quarterly Market Perspective for 1Q23
Summary The markets experienced as much volatility last quarter as we normally see in a full year, but it was mostly to the upside. ...
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Mark Carlton
- Mar 2, 2023
- 4 min
Trademark Market Perspective for 3/2/2023
Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and...
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Mark Carlton
- Jan 25, 2023
- 9 min
Quarterly Market Perspective for 4Q22
Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds. This allowed...
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Mark Carlton
- Oct 26, 2022
- 10 min
Quarterly Market Perspective for 3Q22
Summary As hard as it would have been to believe, three months ago, that the stock and bond market could both continue to decline, they...
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Mark Carlton
- Aug 29, 2022
- 4 min
Trademark Market Perspective for 8/29/2022
Trademark Financial Market Update – August 29, 2022 1) The big news today was always going to be the market reaction to Fed Chairman...
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Mark Carlton
- Jul 29, 2022
- 13 min
Quarterly Market Perspective for 2Q22
Summary The second quarter was a difficult one for stocks, as the S&P 500 plunged -16.1%<1>. In fact, we’d have to go back to the first...
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Mark Carlton
- Jun 1, 2022
- 5 min
Trademark Market Perspective for 6/1/2022
Trademark Financial Market Update – June 1, 2022 1) Overall: Last week was a great one for risk assets. Both stocks and bonds had been...
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Mark Carlton
- Apr 20, 2022
- 11 min
Quarterly Market Perspective for 1Q22
Summary Sometimes a quarter passes and nothing much happens. Other times, so much happens in a quarter that it seems like a full year. ...
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Mark Carlton
- Apr 7, 2022
- 5 min
Trademark Market Perspective for 4/7/2022
The stock market recovery that began on March 15th has stalled out as comments by Fed Governor Lael Brainard on Monday scared investors...
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Mark Carlton
- Feb 24, 2022
- 3 min
Trademark Market Perspective for 2/24/2022
Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as...
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Mark Carlton
- Feb 1, 2022
- 5 min
Trademark Market Perspective for 2/1/2022
Follow-ups and New Thoughts: Bill Hinch is a 35-year investment veteran who now runs the First Eagle Small Cap Opportunity Fund after a...
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Mark Carlton
- Jan 25, 2022
- 8 min
Quarterly Market Perspective for 4Q21
Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher. Both...
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Mark Carlton
- Dec 13, 2021
- 6 min
Trademark Market Perspective for 12/13/2021
Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a...
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