Market Perspective for December 3, 2016
Market Perspective November was a very good month for U.S. stocks, but not much else. Even among U.S. stocks there was a very high...
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Insights
Mark Carlton
- Nov 10, 2016
- 4 min
Market Perspective for November 10th, 2016
The Election We knew this election would be a binary event – a decision in which there are two possible outcomes, and the difference...
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Mark Carlton
- Oct 18, 2016
- 8 min
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Summary The third quarter was surprisingly strong for stocks. The S&P 500 gained 3.88% with dividends included, its best quarter since...
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Mark Carlton
- Oct 9, 2016
- 6 min
Market Perspective for 10/9/16
Friday’s Unemployment Report No surprises either way. Very little impact on the market’s narrow belief in a December hike. Doesn’t...
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Mark Carlton
- Sep 12, 2016
- 4 min
Market Perspective for 9/12/16
Last Friday (9/6/16), the market experienced one of the “reddest” days I have ever seen. The advance-decline ratio on the NYSE was 152...
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Mark Carlton
- Aug 23, 2016
- 4 min
Market Perspective for 8/23/16
1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above...
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Mark Carlton
- Aug 4, 2016
- 6 min
Market Perspective for August 4th, 2016
The month of July was extremely kind to investors worldwide. This was undeserved, in our opinion, given Brexit, a surprisingly weak...
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Mark Carlton
- Jul 6, 2016
- 5 min
Market Perspective for July 6th, 2016
Our take on “Brexit” is that it has set in motion a re-examination among European Union nations of the benefits and drawbacks of that...
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Mark Carlton
- Jun 16, 2016
- 4 min
Market Perspective for 6/16/16
Markets and the Dollar Stocks rallied in recent weeks, until the looming “Brexit” vote in England stopped the upward momentum in its...
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Mark Carlton
- May 19, 2016
- 3 min
Market Perspective for 5/19/16
Yesterday the Federal Reserve suggested that it was considering raising interest rates. It cited employment strength (the unemployment...
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Mark Carlton
- Apr 21, 2016
- 4 min
Market Perspective
There are a couple of points I want to make about the way the market is trading: Ever since the stock market began its recession fear...
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Mark Carlton
- Apr 19, 2016
- 9 min
Trademark's Quarterly Perspective for 1Q16
Summary It was a tale of two half quarters. The first six weeks saw equities sell off on fears that the Federal Reserve would continue...
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Mark Carlton
- Mar 24, 2016
- 5 min
Market Perspective for 3/24/16
Notes on The Fed The Federal Reserve decided on March 16th not to raise interest rates. This came as little surprise, as that is exactly...
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Mark Carlton
- Feb 16, 2016
- 6 min
Market Perspective for 2/16/16
Updating the January 18th post: Low volatility strategies continue to lose less. They are down roughly -1.79% so far this month, versus...
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Mark Carlton
- Jan 22, 2016
- 9 min
Quarterly Perspective for 4Q15
Summary In a way, 2015 was a lot like 2011. Markets muddled through the first half of the year, then plummeted in the third quarter...
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Mark Carlton
- Jan 18, 2016
- 4 min
Trademark Market Perspective for 1/18/16
A few thoughts on the year so far: When I wrote the January 5th, 2016 Market Perspective, I wanted to make the point that stocks were not...
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Mark Carlton
- Jan 5, 2016
- 5 min
Market Perspective for January 5th, 2016
Yesterday I received information from JPMorgan in their comprehensive quarterly Guide to the Market concerning the valuation of the...
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Mark Carlton
- Dec 21, 2015
- 5 min
Market Perspective for 12/21/15
On December 16th the big day came when the Federal Reserve raised interest rates by 25 bps. They had not raise rates in seven years. ...
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Mark Carlton
- Dec 7, 2015
- 4 min
What Worked for November 2015
Here’s a look at trends in November: Lower quality bonds dramatically under-performed investment grade bonds last month.<1> Why? Junk...
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Mark Carlton
- Nov 11, 2015
- 5 min
Market Perspective for November 11th, 2015
Unemployment In the wake of the very strong November unemployment report, the stock market has swung to the belief that the Federal...
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