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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
July 19, 2019
by Mark Carlton, CFA®
2Q19 Quarterly Perspective
SUMMARY The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds. US equities...
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June 28, 2019
by Mark Carlton, CFA®
Market Perspective for 6/28/19
The S&P 500 is up close to 4% since the last Update and about 6.5% since the June 3rd low. And yet, nothing really seems different in...
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April 24, 2019
by Mark Carlton, CFA®
Quarterly Perspective for Q1 2019
Summary Stocks rebounded sharply in the first quarter as investors reacted favorably to the Federal Reserve’s change of heart on...
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