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About Mark Ungewitter

Mark Ungewitter is a Senior Vice President & Investment Officer at Charter Trust Company. He was formerly Director of Portfolio Management at Investors Bank and Trust in Boston, Massachusetts. He holds an M.S. from Bentley University and a B.S. from Massachusetts College of Liberal Arts. He is a member of the American Association of Professional Technical Analysts.

Gold: 3 Hurdles Toward The Next Bull Market

By |2019-06-27T09:45:24-04:00September 15th, 2018|Categories: Market Strategy Report|

Summary Major bull markets in gold are a fact of financial life, occurring 40% of the time since gold was floated in 1971. Gold entered a bear market in 2011, providing a tailwind for common stocks. This article presents [...]

Chart of the Week: S&P 500 vs. U.S. Yield Curve

By |2017-11-08T13:26:37-04:00November 8th, 2017|Categories: Market Strategy Report|

The financial media is buzzing over the flattening U.S. yield curve. So what happens to the stock market in flattening yield-curve periods? Answer: Cyclical bottoms, cyclical tops, melt-ups, and crashes – i.e., just about everything. Flattening yield curves haven’t predicted [...]

Chart of The Week: 4-Year Cycle Back in Sync?

By |2017-10-05T09:44:56-04:00October 5th, 2017|Categories: Market Strategy Report|

The 4-year cycle in U.S. equities appears to be back in sync after dislocations surrounding the crash of 2008-2009. This suggests an important bottom in early 2020 or thereabouts. Next important top: Late 2018? Caution. We don’t use cycles in [...]

Emerging Markets: Turning The Corner

By |2017-09-06T11:14:55-04:00September 6th, 2017|Categories: Market Strategy Report|

Summary Emerging markets appear to be staging a bullish, long-term reversal relative to the S&P 500. There is plenty of room for further gains, if long-term reversal has occurred. A move above six-year-old resistance in dollar terms is the next [...]

The challenge of active management…

By |2017-08-16T11:39:08-04:00August 16th, 2017|Categories: Market Strategy Report|

As every stock picker knows, it’s hard to beat an index. This truth is demonstrated by a recent study from The Vanguard Group. See charts below. But here’s the catch. With passive indexing so popular, an active overlay is increasingly [...]