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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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