Summary The stock rally that began in late October continued through this past March.  The S&P 500 added 10.6% last quarter[1].  Investors tended to favor companies with strong balance sheets…

Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from Federal Reserve Chairman Jerome Powell led to a massive “Santa Claus…

Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to me that the world is now in a new interest rate paradigm.  The 10-year Treasury…

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 their July gains and posted…

Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global markets (and risk assets in general). Beyond that, the…