Mark CarltonNov 6, 20203 min readNotes and Thoughts for November 6th, 2020A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential...
Mark CarltonNov 8, 20195 min readTrademark Market Perspective for November 8th, 2019As the markets moved into September there was a lot of fear. As measured by GDP, purchasing managers, and the Institute for Supply...
Mark CarltonJun 28, 20195 min readMarket Perspective for 6/28/19The S&P 500 is up close to 4% since the last Update and about 6.5% since the June 3rd low.<1> And yet, nothing really seems different in...
Mark CarltonAug 22, 20144 min readOur Market PerspectiveAs we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...