Insights

Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and...

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...

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...

Trademark Financial Market Update – August 29, 2022 1) The big news today was always going to be the market reaction to Fed Chairman...

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...

Trademark Financial Market Update – June 1, 2022 1) Overall: Last week was a great one for risk assets.  Both stocks and bonds had been...

Summary Sometimes a quarter passes and nothing much happens.  Other times, so much happens in a quarter that it seems like a full year. ...

The stock market recovery that began on March 15th has stalled out as comments by Fed Governor Lael Brainard on Monday scared investors...

Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as...

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...

Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher.  Both...

Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a...

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. ...

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...

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

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%....

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...

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...

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

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