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Featured
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
Our Latest Insights
January 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q22
Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds. This allowed...
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October 26, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q22
Summary As hard as it would have been to believe, three months ago, that the stock and bond market could both continue to decline, they...
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August 29, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 8/29/2022
Trademark Financial Market Update – August 29, 2022 1) The big news today was always going to be the market reaction to Fed Chairman...
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