4th Quarter 2018 Market Perspective
Summary Stocks had a rough quarter worldwide. In fact, 2018’s poor performance has raised the question as to whether or not the post-financial crisis bull market was over. Stocks declined…
Market Perspective for January 15th, 2019
The U.S. stock market has rallied nicely off its Christmas Eve low, but it is running into some resistance at the 2600 mark on the S&P 500. 2600-2700 represents breakeven…
Trademark’s Market Perspective for December 17th, 2018
Stocks Economic growth appears to have peaked in early autumn. Unemployment is now starting to rise, judging by weekly claims. On the positive side, inflation is slowing as well and…
Notes and Thoughts for November 5th, 2018
I'm headed to New York for a CFA conference as well as a few manager meetings. Before I go I wanted to share a few observations: A stock market correction…
Quarterly Perspective for 3Q18
Summary The U.S. stock market posted another strong quarter, rising 7.20%.[i] Once again, however, U.S. stocks were pretty much the “only game in town”. International markets were about flat on…