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Insights

Oct 28, 2021
9 min

Quarterly Market Perspective for 3Q21

Summary While it is technically true that the S&P 500 stock index added 0.58% in the third quarter, it really didn’t feel that way. ...

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Mark Carlton

Oct 6, 2021
6 min

Trademark Market Perspective for 10/06/2021

Follow-ups and New Thoughts: So little happened this summer that every time I sat down to write about the concern of the moment, it...

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Mark Carlton

Jul 23, 2021
9 min

Quarterly Market Perspective for 2Q21

Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter. Technology, Energy, and Real Estate led...

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Mark Carlton

Jul 9, 2021
5 min

Trademark Market Perspective for 07/09/2021

Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than 1.30% for a short time before closing near 1.32%....

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Mark Carlton

Jun 3, 2021
4 min

Trademark Market Perspective for 06/03/2021

Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year treasury rose from 1.58% to 1.61%, and...

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Mark Carlton

Apr 30, 2021
5 min

Trademark Market Perspective for 04/30/2021

Follow-ups and New Thoughts: 1) The decline in the 10-year bond yield from 1.74% on March 31st to as low as 1.53% on April 15th has done...

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Mark Carlton

Apr 26, 2021
8 min

Quarterly Market Perspective for 1Q21

Summary The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs. For the...

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Mark Carlton

Mar 4, 2021
5 min

Trademark Market Perspective for 03/04/2021

Follow-ups and New Thoughts: 1) Emerging Markets are still exciting for the long run, but surging interest rates are not helpful for this...

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Mark Carlton

Feb 3, 2021
5 min

Trademark Market Perspective for 02/03/2021

Emerging Market Asset Allocation It would be unthinkable to put together an investment portfolio today that did not include Apple,...

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Mark Carlton

Jan 22, 2021
9 min

Quarterly Market Perspective for 4Q20

Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple...

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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

Oct 26, 2020
9 min

Quarterly Market Perspective for 3Q20

Summary The U.S. stock market gained 8.9%<1> last quarter as investors gained confidence that the worst of the COVID 19 crisis was...

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Mark Carlton

Aug 31, 2020
5 min

Trademark Market Perspective for 8/31/20

The Fed Not much to say about the U.S. stock market overall. I’ve been reading a lot of analogies lately, so here is mine: Imagine...

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Mark Carlton

Jul 30, 2020
9 min

Trademark Market Perspective for 2Q20

Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery. Whether the recovery...

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Mark Carlton

May 6, 2020
6 min

Trademark Market Perspective for May 6th, 2020

Investors are herd creatures. We can’t help it; 100,000 years of programming is hard to unlearn. That said, what enabled our ancestors...

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Mark Carlton

Apr 28, 2020
8 min

Quarterly Market Perspective for 1Q20

SUMMARY It probably comes as a surprise to no one, but the first quarter of 2020 was the worst first quarter in modern market history. ...

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Mark Carlton

Mar 20, 2020
6 min

Trademark Market Update for March 20th, 2020

Exactly one month ago (February 19, 2020), the S&P 500 made a high just above 3393 before closing at 3384. We didn’t know it at the...

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Mark Carlton

Feb 19, 2020
6 min

Trademark Market Perspective for February 19th, 2020

THE NEW GOLD RUSH Welcome to the new gold rush. There is a feeling in the investment world that we are in an Age of Disruption that is...

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Mark Carlton

Jan 23, 2020
7 min

4th Quarter 2019 Market Perspective

Summary 2019 closed on a high note for stocks as interest rate cuts fueled a speculative boom which has continued into 2020. Against a...

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