Mark Carlton

Growth stocks seem a little tired.  Give them credit where it is due, they have sizzled over the last few months.  However, in the wake of Nvidia’s extremely-solid-but-not-quite-lights-out earnings report and strong-but-not-pound-the-table-strong forward guidance, investors have decided that the tech sector might need to rest for a little while.

Market thoughts March 4, 2025 by Mark Carlton, CFA®

Summary The third quarter of 2024 was an investment advisor’s dream.  Performance was very good, but better yet it was widely distributed...