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Our Latest Insights

February 24, 2022

by Mark Carlton, CFA®

Trademark Market Perspective for 2/24/2022

Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as...
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February 1, 2022

by Mark Carlton, CFA®

Trademark Market Perspective for 2/1/2022

Follow-ups and New Thoughts: Bill Hinch is a 35-year investment veteran who now runs the First Eagle Small Cap Opportunity Fund after a...
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January 25, 2022

by Mark Carlton, CFA®

Quarterly Market Perspective for 4Q21

Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher.  Both...
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