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Insights

Aug 2
8 min

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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Mark Carlton

Dec 10, 2020
4 min

Notes and Thoughts for December 10th, 2020

Global stock markets, almost every single one, have been hitting on all cylinders lately. In fact, some of the best recent performance...

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Mark Carlton

Nov 6, 2020
3 min

Notes and Thoughts for November 6th, 2020

A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential...

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Mark Carlton

Sep 18, 2019
4 min

Market Update for September 18th, 2019

Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time...

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Mark Carlton

Jul 30, 2019
5 min

Notes and Thoughts Ahead of this Week's Federal Reserve Meeting

Investors expect that the Federal Reserve will ease 25 basis points and that stocks will rally as a result. My feeling is that since this...

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Mark Carlton

Nov 5, 2018
4 min

Notes and Thoughts for November 5th, 2018

I'm headed to New York for a CFA conference as well as a few manager meetings. Before I go I wanted to share a few observations: A stock...

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Mark Carlton

Jan 9, 2015
4 min

Market Perspective for 1.9.15

I am not concerned about the stock market's rough start to the year because January 2014 also got off to a bad start and yet finished the...

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Mark Carlton

Nov 28, 2014
6 min

Trademark Market Perspective

Market Update What a difference a month makes! We had the sharpest stock market decline since the summer of 2011 (the S&P 500 was down...

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Mark Carlton

Apr 3, 2013
2 min

Trademark Bulletin for 4/3/13

Yesterday, April 2nd, was a bad day from a bull’s perspective. Despite an 89 point gain on the Dow Jones Industrial Average and an 8...

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Mark Carlton

May 18, 2012
6 min

Notes from the 2012 CFA Conference

The conference was opened on Sunday May 6th by James Montier of Grantham, Mayo, Van Otterloo (GMO) who came into Chicago (where the...

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Mark Carlton

Apr 30, 2012
2 min

Follow-up on Benchmarks

In the 4Q12 Quarterly Perspective I wrote that benchmarks can be misleading. I referred to the performance of the Dow Jones Industrial...

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