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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Insights
Mark Carlton
Nov 2, 20154 min read
What Worked for October 2015
Here’s a look at trends in October: High quality companies performed much better than lower quality companies. Why? Lower qualities...
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Mark Carlton
Oct 19, 20159 min read
Quarterly Perspective for 3Q15
Summary Stock markets worldwide sold off during the third quarter. See Chart 1. July began with a modest rally, but it was confined to...
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Mark Carlton
Oct 9, 20153 min read
What Worked for September 2015
Here’s a look at trends in September: Quality, large cap companies performed better than market as a whole, and dramatically better than...
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Mark Carlton
Sep 21, 20154 min read
Market Perspective
The Federal Reserve did not raise interest rates last week. Here is how that decision is playing out: Interest rate sensitive securities...
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Mark Carlton
Sep 2, 20154 min read
What Worked for August 2015 & The Golden Cross
Here's what worked and what didn't in August: Quality, large cap companies did not perform better than market as a whole. Why? Growth is...
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Mark Carlton
Aug 26, 20154 min read
Market Perspective
As of the market close yesterday, 8/25/15, the S&P 500 has declined -10.9% since the drawdown began last Tuesday, 8/18/15. (See Chart 1) ...
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Mark Carlton
Aug 6, 20152 min read
What's Worked for July 2015
Just a note on what worked and what didn’t in July, because August looks like more of the same. Quality, large cap companies performed...
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Mark Carlton
Jul 30, 20153 min read
Market Update
Commodity prices were weak when July began and they’ve plunged sharply over the past two weeks (before catching a small bounce over the...
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Mark Carlton
Jul 14, 20159 min read
Quarterly Perspective for 2Q15
Summary Financial assets had a tough second quarter. Interest rates rose while corporate profits dipped. Greece was once again in the...
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Mark Carlton
Jul 6, 20154 min read
Market Perspective for July 6th, 2015
How seriously should we take the notion of a strengthening economy when commodities prices fell 3.8% in the first half of 2015? Last...
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Mark Carlton
Jun 12, 20153 min read
Trademark Market Perspective for June 12th, 2015
The May Employment report was surprisingly strong. Labor force participation rose by 400,000 and average hourly earnings climbed to 2.3%...
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Mark Carlton
May 22, 20154 min read
Market Perspective for May 22nd, 2015
Recently, both the S&P 500 and Dow Industrial Averages again closed at all-time highs and are up 4.3% and 3.3% respectively<1>. The...
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Mark Carlton
Apr 21, 20157 min read
Quarterly Perspective for 1Q15
Summary The U.S. economy improved modestly in the first quarter of 2015. The bigger story, however, was how well the rest of the...
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Mark Carlton
Apr 1, 20155 min read
Market Perspective for April 1, 2015
Market Summary The first quarter of 2015 is just over and it has been fairly disappointing for most investors. The S&P 500 was up 0.45%...
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Mark Carlton
Mar 10, 20154 min read
Market Perspective
Last Friday’s U.S. Employment report was strong enough to send interest rates soaring. The 10-year note, which opened the year yielding...
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Mark Carlton
Jan 21, 20157 min read
Quarterly Perspective for 4Q14
Summary It is hard to overstate the impact that weakness in the global economy had last year. Because the United States was the only...
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Mark Carlton
Jan 9, 20154 min read
Market Perspective for 1.9.15
I am not concerned about the stock market's rough start to the year because January 2014 also got off to a bad start and yet finished the...
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Mark Carlton
Dec 16, 20144 min read
Market Perspective for 12.16.14
It seems like each update starts with how much the market has changed direction from the previous update. As this is written, the stock...
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Mark Carlton
Nov 28, 20146 min read
Trademark Market Perspective
Market Update What a difference a month makes! We had the sharpest stock market decline since the summer of 2011 (the S&P 500 was down...
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