Trademark Quarterly Perspective for 1Q14
Summary After a very strong 2013 it was reasonable to expect there would be some period of consolidation in 2014. Stocks gave back about 5.7% through February 3rd before rallying…
Market Perspective for 3/31/14
Market Leadership Rotation Last week saw one of the biggest asset allocation reversals I have ever seen. Going into last week, the quarter had been led by gold and…
2.18.14 Market Perspective
Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week. Emerging markets have been the focal…
Market Perspective for 4Q13
Summary Investors continued to push stocks higher in the fourth quarter. Many of the concerns they had going into the year – the economy, political gridlock, Europe, China –faded…
Trademark Perspective for December 30, 2013
First of all, from a trading perspective, nothing has changed. We are still in a bull market, and as such the correct position is to be invested to the limit…