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Our Latest Insights

July 23, 2021

by Mark Carlton, CFA®

Quarterly Market Perspective for 2Q21

Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter.  Technology, Energy, and Real Estate led...
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July 9, 2021

by Mark Carlton, CFA®

Trademark Market Perspective for 07/09/2021

Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than 1.30% for a short time before closing near 1.32%....
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June 3, 2021

by Mark Carlton, CFA®

Trademark Market Perspective for 06/03/2021

Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year treasury rose from 1.58% to 1.61%, and...
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