Trademark Market Perspective for 2/1/2022
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 long, successful stint at Royce Funds. I…
Quarterly Market Perspective for 4Q21
Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher. Both November and December saw drawdowns of more than…
Trademark Market Perspective for 12/13/2021
Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a disappointment but I believe there are big questions about how…
Quarterly Market Perspective for 3Q21
Summary While it is technically true that the S&P 500 stock index added 0.58%[i] in the third quarter, it really didn’t feel that way. Small cap U.S. stocks declined, midcap…
Trademark Market Perspective for 10/06/2021
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 quickly faded and the market made…