Market Perspective for 4/14/11
A few thoughts: 1. Forecasting the markets near term path is difficult under any circumstances. That said, when the Federal Reserve maintains an easy monetary policy and the economy is…
Quarterly Perspective for 1Q11
Summary Stocks posted another gain during a very volatile first quarter of 2011. The U.S. stock market surged to a gain of more than seven percent through February 18th, before…
Trademark Market Perspective
As you are no doubt aware, on March 11th an earthquake measuring 9.0 on the Richter scale occurred just off the northeast coast of Japan, triggering a devastating tsunami. At…
Market Perspective
March 16, 2011 Editor’s Note: Mark started writing this most recent update on March 10th but as the events in Japan unfolded we decided not to publish. The below article…
Market Perspective, Mark Carlton, CFA
I wrote back in December that rising bond yields threatened the cyclical bull market in stocks. Over the next seven weeks bonds stabilized, allowing the stock rally to resume. The…