16Mar 2011
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…
22Feb 2011
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…
17Jan 2011
Quarterly Perspective for 4Q10, Mark Carlton, CFA
Summary The U.S. stock market posted its second consecutive double-digit quarter as more investors became convinced that the economic recovery was for real. It is well known on Wall Street…