Market Perspective for 9/15/11
I've been trying to put my arms around the financial events of the past two weeks. Clearly the employment picture in the United States...
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Insights
Mark Carlton
- Aug 5, 2011
- 4 min
Market Perspective for 8/5/11
The market has been fast all week, meaning that just as soon as you write finish writing something the market changes and what you wrote...
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Mark Carlton
- Jul 13, 2011
- 7 min
Quarterly Perspective for 2Q11
Summary Stocks rallied sharply in the last week of the second quarter to finish relatively flat. The quarter had started strong for...
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Mark Carlton
- Jun 28, 2011
- 6 min
Market Perspective For 6/28/11
Here is a short comment on the markets, because what I really want to do is comment on funds: The global economy is slowing down. We...
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Mark Carlton
- Jun 9, 2011
- 4 min
Market Perspective for 6/9/11
I wanted to do a quick update before I head to Chicago for the Morningstar Conference. I will post a longer report with my thoughts on...
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Mark Carlton
- Apr 14, 2011
- 5 min
Market Perspective for 4/14/11
A few thoughts: 1. Forecasting the markets near term path is difficult under any circumstances. That said, when the Federal Reserve...
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Mark Carlton
- Apr 13, 2011
- 8 min
Quarterly Perspective for 1Q11
Summary Stocks posted another gain during a very volatile first quarter of 2011. The U.S. stock market surged to a gain of more than...
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Mark Carlton
- Mar 23, 2011
- 4 min
Trademark Market Perspective
As you are no doubt aware, on March 11th an earthquake measuring 9.0 on the Richter scale occurred just off the northeast coast of Japan,...
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Mark Carlton
- Mar 16, 2011
- 4 min
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...
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Mark Carlton
- Feb 22, 2011
- 4 min
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...
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Mark Carlton
- Jan 17, 2011
- 8 min
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...
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