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Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
November 6, 2020
by Mark Carlton, CFA®
Notes and Thoughts for November 6th, 2020
A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential...
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October 26, 2020
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q20
Summary The U.S. stock market gained 8.9% last quarter as investors gained confidence that the worst of the COVID 19 crisis was...
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August 31, 2020
by Mark Carlton, CFA®
Trademark Market Perspective for 8/31/20
The Fed Not much to say about the U.S. stock market overall. I’ve been reading a lot of analogies lately, so here is mine: Imagine...
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