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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 25, 2018
by Mark Carlton, CFA®
2Q18 Quarterly Perspective
Summary Stocks rebounded last quarter - at least here in the U.S. Trade war fears drove up the value of the dollar on the idea that...
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May 18, 2018
by Mark Carlton, CFA®
Market Perspective for May 18th, 2018
Emerging Markets I am nervous about emerging markets. EM can handle a gradual strengthening of the US dollar to a point, but not the...
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April 19, 2018
by Mark Carlton, CFA®
Quarterly Perspective for 1Q18
Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent. Probably...
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